December

Bug Fixes

• Product cloud issues: Fixed an issue where several Partners were experiencing issues with the product cloud, both in terms of lengthy loading times and failure to display the proper Etilize catalog descriptions/images when searching MPNs directly. 

November

Releases

• New options for email feature: Emails from address can now be set to send from Logged-in User, Quote owner, or Account email. 

Bug Fixes

• ConnectWise PSA PO number fix: PO numbers that are longer than 25 will now be automatically truncated, rather than causing pushes to fail. 
• Quotes list email icon bug: Fixed an issue where the email icon in Quotes list was no longer tracking clicked or opened emails (or any other status besides sent).
• Pop-up errors: Fixed an issue where a pop-up would inadvertently stop partners from quoting by forcing the page to scroll to the top.
• Content Block only available after saving template: Fixed an issue where Content Blocks can't be added to a new template until after the template is saved.
• Items not appearing on export/Quotes List: Fixed an issue where items exported from Quoter occasionally go missing. The same bug was also appearing on the Quotes List. This bug was also fixed. 
• Improper Product Cloud searches for MPNs with hashtags: Fixed an issue where MPNs with hashtags could be searched without a hashtag, which causes the Item to be shown with the price but without any description or image, as if it's not available in the Etilize database. 

October

Releases

• Profitability Reporting: Added the new profitability reporting feature. 
• Template drag and drop: Partners can now drag and drop items, sections, and section groups in their template layout.
• Date filter persistence: Added new date filter options and implemented date filter persistence across report tabs. 
• Spinner and Tooltip addition to Line Item Audit view: Added a spinner and tooltip to the Line Item Audit view to make interactions clearer and improve user experience. 
• API support update: Enhanced our current API endpoints to support SP Client and Contact.
• Rearrange Columns: Added the ability to rearrange columns in the Quotes list. 

Bug Fixes

• Content block empty state: Fixed an issue where an empty page appeared when an extra empty content block was added. 
• False error code: Fixed an issue when an error code would falsely display when deleting a Quote. 
• HTML migration content block errors: Fixed an issue where content with HTML migrated from other areas couldn't be created in content blocks. 
• Font addition bug: Fixed an issue where adding some fonts causes the chosen font to disappear entirely.
• ConnectWise comment bug: Fixed an issue where saving a draft of a Quote of an existing ConnectWise opportunity would not save comments as expected. 

September

Releases

• Content Blocks: Added the new content blocks feature. 
• Zero percent tax code: 0% tax code can now be created on the taxes page. 
• Quote numbers passed to Alternative Payments: For ease of accounting, Quote numbers are now sent to Alternative Payments for any Partners using this integration.
• Optional line items: Line items can now be set as optional on Quotes. 

Bug Fixes

• Font display bug: Fixed an issue where some fonts weren't displaying correctly on the web and PDF version of the Quote.

August 

Releases

• WisePay gateway integration: Added the ability to integrate with WisePay as a payment gateway.

Bug Fixes 

• Modified button wording: Modified the button wording on FlexPoint, Benji Pays, WisePay, and Alternative Payments to show "Continue to Payment" rather than "Accept Quote".
• Alternative Payments and QuickBooks Online/Xero duplicate invoice: Fixed an issue where duplicate invoices were being created in QuickBooks Online and Xero when a Partner uses Alternative Payments as a payment gateway.
• Invalid quote submit: Fixed an issue where the opt-in was being removed from the page with an invalid quote submission. 

July 

Releases

• Quote Tags: Added the new Quote tags feature.
• FlexPoint Gateway Integration: Added the ability to integrate with FlexPoint as a payment gateway.

Bug Fixes 

• Login page correction: Fixed an issue where users not yet logged in to Quoter via the Hub were being directed to the wrong login page.
• Public_id fix: Fixed an issue where the template public_id was not populating correctly.

June

June 3rd - New Release 

• Added the ability to search/pull Product Cloud and Amazon items to Quoter.

June 11th - Bug Fix

• Fixed an issue where Item descriptions in Quoter were not populating with line breaks in ConnectWise (CW), QuickBooks Online (QBO), and Xero.
• Fixed an issue with fonts not displaying correctly in the text editor when the Quote has a cover page background. 

June 12th - Bug Fix

• Corrected an issue where saved bundles were not correctly accommodating taxable options. 

June 16th - Bug Fix 

• Fixed an issue where approval policies with multiple sections with discounts will trigger the Quote-level discount percentage, despite all discount percentages being below the specified value.

June 17th - Bug Fix

• Fixed a sporadic issue where Tax Preview, Dashboard Total, and published Quote would not show the same total. 

June 20th - Minor Update

• Made some minor UX/UI improvements to the Quotes List, including adding the ability to search by client id. 

June 30th - Bug Fix

• Fixed an issue where shipping sites were being added onto Quotes where no shipping was initially included. 

May

May 29th - New Release

• New Quotes List: You can now set a default view for your saved Sort & Filter views. 

May 14th - New Release/Bug Fix

• Reminder emails: Removed "Reminder" label from subject line of quote reminder emails to labels and messaging to support non-english localization.
• UPC code: Fixed an issue in Kayesa BMS where existing UPC codes were causing errors due to duplication. A new random UPC code is generated instead.

May 9th - New Release/Bug Fix

• New Quotes List: Last Sent Date now applies to any revision status regardless on whether or not the Quote is published. Note: This feature only works on Quotes published after the May 9th feature update.
• Quote Versions: Fixed an issue where a long very long custom number in the “Quote Versions” modal number column pushed the modal’s action icons out of view.

May 8th - Bug Fix

• Halo PSA: Supplier case-sensitivity fix.

April

April 28th - New Release

• New Quote Editor (Beta): deployed improved indentation and entity colour differentiation

April 18th - New Release

• New Quote Editor (Beta): added section actions (delete and bulk update)

April 17th - New Release

• New Quotes List: added "Done" button to the top of the custom columns drawer
• New Quotes List: added Recommended Views to all accounts
• New Quotes List: added Sent Date custom column

April 15th - New Release

• New Quotes List: added user profile images

April 14th - New Release

• Added the sticky header to the new Quote Editor Beta

April 11th - New Release

• Deployed SOC 2 requirements
• Quote Editor: added support for drag-and-drop into/out of line item groups

April 9th - New Release

• New Quotes List: increase rows to 50
• Improved Company-matching logic in ConnectWise PSA

April 8th - New Release

• New Quotes List: added search by number and custom number

April 4th - New Release

• Bug fix: Add line item price modifiers to lowest plans

April 2nd - New Release

• Product Cloud (Etilize product lookup) made available to all accounts
• SupplierSync UI improvement when stock is unknown

April 1st - New Release

• Increased font support for Quote webview and PDFs

March

March 31st - New Release

• Added per unit line item discount to Hubspot line item.

March 28th - New Release

• Quote Editor Line Item UI Refresh (Beta) - Epic Released 🚀

March 25th - New Release

• Alternating row colours and hover fill added to new Quotes List.

March 21st - New Release

• SupplierSync enters Beta! - Epic Released 🚀

March 20th - New Release

• Improved responsiveness of email modal to support sending quotes from small devices.

March 19th - New Release

• Update default API version for Ingram Micro product catalogue.

March 18th - New Release

• Quote editor usability improvement, improved handling of empty Sections.
• Added toggle for WYSIWYG editor (htmlUntouched) to improve HTML formatting imported from external sources.

March 17th - New Release

• Added support for QuoteExpiryDate merge token in quote reminder emails.

March 10th - New Release

• Resolved issue with showing footer in new Quotes List.

March 7th - New Release

• Resolved issue publishing quotes with blank optional fields.

March 5th - New Release

• Resolved issue with Avalara integration where sales invoices were not always being created.

February

February 26th - New Release

• Resolved issue with Sections appearing in incorrect order in certain circumstances

February 25th - New Release

• Improved clarity of wording in CW integration

February 20th - New Release

• SupplierSync infrastructure

February 12th - New Release

• Flexible integration push for CRMs and PSAs - Kaseya and Zoho added
• Assign Quote Owner as Halo Agent

February 11th - New Release

• Flexible integration push for CRMs and PSAs

January

January 29th - New Release

• Added support for another Kaseya subdomain
• Quote Editor: improved responsiveness for small devices
• Quote Editor: add unit cost and price modifier to the details drawer

January 23rd - New Release

• New Quotes List: add international currency symbols

January 20th - New Release

• New Quotes List UX improvement: move date-related filters under their own section
• New Quotes List UX improvement: add submit button at the top of the sort/filter sidebar

January 17th - New Release

• New Quotes List supports filtering for unassigned quotes

January 15th - New Release

• New Quotes List supports Quote Export to CSV with (added taxes and recurring frequency, improved over legacy quotes list)
• Bug Fixes:
  • Product Cloud - Read More should show more content from Etilize
  • Business Merge Tokens should properly work on Quote Reminders

January 13th - New Release

• Increased file upload from 2MB to 5MB
• Bug Fixes:
  • Now if build_product_customer_description is empty, we replace the ConnectWise customer_description with the line item name

January 10th - New Release

• Logging improvements
• Bug Fixes:
  • Single Select not selectable on mobile

January 7th - New Release

• New Quotes List support for Bulk Updates
• Now pushing quote number to Halo’s Quote Reference
• Logo-updates

January 6th - New Release

• Bug Fixes:
  • Fix Contract UTC Date UI
  • Required Custom Fields on Item in Bundle don’t have to be selected when Quote is Published

January 2nd - New Release

• Bug Fixes:
  • Product Cloud on Template - not showing Synnex logo or pulling updated pricing