Proposal Line Item Actions - Optimized "Replace Item," "Duplicate Item," and "Remove Item" buttons as distinct menu actions.

Proposal Payment Requests – Added an "Edit" option to the three-dot menu for auto-created payment requests, allowing users to customize payment methods and fees.

Updated the "ACH limit exceeded" message for better clarity.

Changed the icon for "Remove Received Payment" in the three-dot menu on the Payment Request detail page.

Removed the old "Edit" option from the Payment Request summary and detail page menus.

Enabled backend support for a new "Review & Client View" service for Payment Requests.

PW-18290 – Resolved an issue where credit card payment requests showed no convenience fee and blocked users from entering card details.

PW-18289 – Restored missing payment notes in the Payment Request history sidebar.

QBO (QuickBooks Online) - Client Search and Import

Zoho Updates

Collapsible Sections - Areas on Proposals can now each be "collapsed", showing only the area total and not items or area descriptions. This improves usability and enhances proposal loading speed for larger proposals. Proposals with 150+ line items will load with all areas collapsed by default. This is an enabled featured that must be turned on for each dealer account.

PW-18183 - Fixed missing real-time updates when payments were modified within proposals.

PW-18171 - Resolved an issue where proposal payments were not updating correctly after changes were made.

ACH Limit Messaging - Updated ACH limit messaging for clarity.

Payment Request History Improvements - Recent events now display at the top of the history section for better visibility.

Menu Enhancements - Added additional Payment Request actions to the three-dot menu for improved accessibility.

PW-18197 - Fixed an issue where convenience fees were not properly applied to transactions over $1,000.

PW-18211 - Fixed an issue where manually received payments required a page refresh to reflect updates correctly.

PW-18246 - Fixed an issue where the credit card convenience fee toggle was reverting.

PW-18145 - Addressed missing metadata for Stripe charge transactions to ensure accurate financial tracking.

PW-18249 - Added functionality to allow manual payment requests to be deleted upon request.

QBO ‘Contacts’ Section - Introduced a new section in QuickBooks Online integration to search client library in QBO from inside Portal, allowing dealers to import a contact from QBO.

Zoho Client Search & Mapping - Added backend support to improve client search and mapping with Zoho.

QBO Payments Section Update - Updated the ‘Payments’ section in QBO integration for better financial tracking.

PW-18144, PW-18143 - Resolved issues where default account settings in QuickBooks Online were not mapping correctly for fees and parts/labor.

Performance Optimizations - Further enhancements to the backend, improving the overall reliability and speed of the platform.

Proposal Description - Updated proposal descriptions to improve clarity and uniformity.

PW-18067 - Resolved a critical issue with AI Proposal Builder where proposals with complex outlines failed to build.

PW-18058 - Fixed inaccuracies in client-facing PDFs to ensure documentation reflects the latest updates accurately.

PW-18120 - Fixed errors preventing cost or price being input in the new labor and custom items screens.

Custom Items - Updated labels for custom items.

Payment Request - Introduced a new display for payment details above the balance due.

Payment Fields - Enhanced usability by allowing direct edits to billing addresses, due dates, and linked clients from within payment requests.

Convenience Fee - Added a screen for managing convenience fees, offering users greater control and transparency when handling additional charges.

Invoice Endpoints - Developed endpoints to streamline invoice processing and enhance client and dealer views of payment details.

Payment Enhancements - Expanded "Receive Payment" functionality with new endpoints for accurate and efficient processing.

Update Billing - Updated default billing address requirements to simplify client-side payment processes.

Invoices - Made significant UI updates to invoices, such as repositioning due dates for better visibility and refining the design of payment options for an improved user experience.

QBO Item Mapping - Updated the "Item Mapping" section in QuickBooks Online settings to provide clearer instructions, improving the configuration experience for dealers.

Zoho CRM Integration - Addressed and refined issues with pushing quotes to Zoho CRM.

PW-18161 - Resolved an issue where the integration with QuickBooks would cause delays during proposal submission.

PW-18042 - Resolved a recurring issue causing failures in Zapier integrations due to overly large payloads.

PW-18154 - Fixed an issue preventing default settings from saving correctly in the client location screen.

Change Orders Update - Managing change orders is now more intuitive with clearer navigation and labeling for project totals and payment requests.

AI Proposal Builder Permissions - The AI tool can now be turned on/off for specific users in permissions.

PW-17974 - Resolved inconsistencies in how change orders were reflected in proposals.

General Optimizations - Improved scalability, speed, and reliability. Optimized catalog item loading in proposals and enhanced UI for smoother navigation.

PW-16707 - Enhanced catalog filters for a smoother and more accurate browsing experience.

PW-18025 - Resolved search functionality issues related to favorites, improving search accuracy.

PW-18053 - Added a new API endpoint to streamline updates to invoice payment options.

PW-18052 - Introduced an endpoint to allow for secure and efficient deletion of invoices.

PW-18043 - Fixed an issue where credit card convenience fees were not properly added to transactions.

PW-18010 - Enhanced the invoice messaging feature to allow users to save messages as default.

PW-17886 - Added functionality to transfer completed payments to a different proposal.

PW-17995 - Addressed errors stemming from TaxJar tax settings that were disrupting workflows.

Payment Optimizations - A cleaner, more user-friendly design with editable fields, real-time payment updates, and improved label alignment.

PW-18016 - Fixed an issue that prevented a stable connection with iPoint integrations.

PW-17919 - Fixed issues with connecting to and pushing proposals to QuickBooks Online.

Zoho Integration - We’ve begun Phase 1 of integrating with Zoho CRM by implementing OAuth 2.0 for enhanced security and enabling seamless client searches within proposals. This foundation paves the way for future features that will allow for deeper CRM integrations, ensuring more efficient workflows and better data accuracy between systems.

PW-17801 - Resolved an issue where active users were not properly displayed in the settings.