Wondering what's new with Quoter? Check back here every month to get the scoop on ⭐️ new releases, 💪🏻 software improvements, 🗑️ deprecated features, and 🐞 bug fixes.

May 2026
 

• HaloPSA Site Selection: Existing Sites in Halo can now be selected when creating Quotes. Find out more here.

• Pipedrive Close Date issue: Fixed an issue where Quotes with no expiry date were overwriting existing close dates in Pipedrive.
• Content Blocks order: Fixed an issue where order of Content Blocks was incorrect after re-adding outdated blocks.
• Bundle display issue: Fixed issue where Bundles set to Show Bundle Only occasionally showed component Items.

April 2026
 

• Connectwise Bundle support: Bundles can now be added from Connectwise directly into Quoter.
• HaloPSA Product Quantity support: Product stock can now be checked through the HaloPSA Product Search.
• Lifecycle Manager Quote Creation: Quotes can now be created from Lifecycle Manager Initiatives. Find out more here:

• Content Block bug fix: Fixed Content Block editor crashing when reopening a different Content Block.
• Item Option reordering fix: Fixed an issue where Item Option order was not being respected when saved.
• Product Cloud MPN fix: Fixed an issue where certain MPNs were not being found correctly in the Product Cloud.
• PDF Quote Owner fix: Fixed an issue where the PDF Quote was not always showing current Quote Owner.
• HubSpot Deal overwrite fix: Fixed an issue where existing HubSpot Deal names were being overwritten when selected.
   

March 2026

• Quote owner reassignment: Fixed an issue where the system failed to notify users of a successful reassignment of a Quote. 
• Line item editor bundle quantity fix: Fixed an issue where bundle quantities in the line item editor were showing in the wrong format, leading to pricing discrepancies. 
• Items erroneously being removed from Quote: Fixed an issue where having an item on the new line item editor will show the price and quantity, but will be considered to be not on the Quote. 
• Bundle display options not saving to draft: Fixed an issue where creating a Bundle and changing the display options (e.g., Show Bundle and Line Items) doesn't save the choice when the Quote is saved as a draft.
• Item option auto-add issue: Fixed an issue where the line item editor wasn't automatically adding quantity when selecting an item option.
• Incorrect margin value: Fixed an issue where items with a cost and a price will still show 0 margin in the field. However, the item total displays the margin correctly.
• Content Blocks Quote Formatting issue: Fixed an issue where some HTML elements were showing differently in the Content Blocks editor here compared with how they look when added to a Quote.
• Changes lost if not exiting code mode: Fixed an issue where not leaving code mode prior to publishing after making changes to content will cause those changes to be lost. 
• Supplier deletion bug: Fixed an issue where suppliers weren't being deleted properly in the application.
• Display issue with Content Blocks: Fixed an issue where changing the paragraph formatting on Content Blocks was incorrectly showing as unchanged. 
• Strikethrough error in Content Blocks editor: Fixed an issue where strikethrough text applied in the editor was not showing upon publish. 

January 2026

• Quoter Clients: Through automatic client grouping, Quoter will automatically group Quotes under a Quoter Client based on an exact organization name match on the quote. This means if multiple Quotes use the same organization name, they will be grouped under the same Quoter Client. Find out more here. 
• Lifecycle Manager Integration: ScalePad Partners who use both Quoter and Lifecycle Manager Pro can now integrate their Quoter Quotes with their Lifecycle Manager Initiatives, bringing more visibility into where your clients are in the Quote/Initiative process. Find out more here. 
   

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Curious about what's coming up? To stay up to date with what's on the horizon, check out our ScalePad Events.