January 13th, 2025 Release
Web App Version: 2025.01.06.x
Proposals:
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.
Catalog:
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.
Payments:
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.
Invoices:
Payment Optimizations - A cleaner, more user-friendly design with editable fields, real-time payment updates, and improved label alignment.
Integrations:
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.
Settings:
PW-17801 - Resolved an issue where active users were not properly displayed in the settings.