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.

March '26

💪🏻 Software improvements:

• 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 '26

⭐️ New releases:

• 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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