March 25th, 2025 Release
Web App Version: 2025.03.19.3
Proposals:
PW-18426 - Fixed an issue where the proposal total shown in the list view didn’t match the financial summary inside the proposal. Totals now stay in sync without requiring manual edits.
PW-18502 - Addressed an issue where some tax calculations were inaccurate until settings were manually toggled. Tax values now calculate correctly without user intervention.
Integrations:
Google Sheets Integration Now Available to All Users:
The “Proposals - Google Sheet Integration” feature is now enabled by default and no longer requires manual activation.
PW-18629 - Fixed an issue where item settings were not saving after a proposal push to QuickBooks Online or Zoho, ensuring data persistence.
Zoho (Preparing for Beta test)
Updated labels and buttons to clearly indicate whether you’re working with “Zoho CRM” or “Zoho Books” during the proposal push flow.
Added support for inventory tracking in Zoho Books settings. When enabled, users can now define Inventory Account and Valuation Method fields under the Quotes configuration.
Enhanced logic to consider both last name and company name when importing contacts, reducing accidental duplicates and improving merge suggestions.
Removed the Sales Tax Mapping section from Zoho Quote Settings for international dealers, decluttering unnecessary settings.
March 18th, 2025 Release
Web App Version: 2025.03.14
Proposals:
Collapsible Area sections are now enabled for all customers by default.
PW-18603 - Fixed an issue where horizontal scrolling wasn’t working in the mobile client view
PW-18585 - Resolved a display issue where the balance in the payment request section wasn’t visible to clients.
PW-18584 - Fixed a formatting error in the financial summary that caused recurring services to display incorrectly.
PW-18583 - Standardized font sizes in collapsed attachments view
PW-18578 - Addressed an issue where area options in collapsible sections weren’t persisting correctly in the dealer view.
PW-18561 - Fixed a bug where the AI Builder’s “Speak It” feature caused the app to crash.
PW-18566 - Resolved an issue where deleted users were still appearing as active in billing reports, causing inaccurate user counts.
Integrations:
Zoho (Preparing for Beta test)
Updated the Zoho CRM contact import flow to bypass the location selection window.
Improved client search in QBO and Zoho by making sure the “Merge Contact” button always appears when applicable.
PW-18620 - Fixed a 400 error when importing a contact from Zoho CRM that exists in Zoho Books but not in Portal.
PW-18606, PW-18570 - Fixed an issue where merged contacts from Zoho CRM weren’t saving phone numbers correctly.
PW-18558 - Fixed an issue where switching between Zoho organizations caused dealer mapping data to be lost.
PW-18555 - Fixed an issue where QBO contact import and sync wasn’t working, preventing users from pulling in contacts for proposals.
Settings:
PW-18590 - Fixed an issue where preferred brands were missing from the settings page but still appeared in filters.
March 14th, 2025 Release
Web App Version: 2025.03.11.4
Proposals:
Financial Summary Improvements – Summary line items are now grouped under clear categories (Parts, Labor, Fees), with total values in bold to make cost breakdowns easier to understand. The spacing has been updated to improve clarity.
PW-18509 - Fixed an issue in Windows where dropdowns appeared as grey text on a grey background in dark mode.
Payments:
Due dates are now more prominently displayed on payment summary pages, making it easier to track upcoming or overdue payments.
Improved error messaging for payments exceeding the ACH transfer limit, explaining the issue and suggesting next steps.
Integrations:
Zoho (Preparing for Beta test)
When pushing a proposal to Zoho, users will now receive a success confirmation, along with a direct link to the newly created record in Zoho Books.
Messages related to importing clients or records now specify whether the data comes from Zoho CRM or Zoho Books.
When creating items in Zoho Books, tax settings are now correctly applied, ensuring that items are marked as taxable or non-taxable as needed. Additionally, purchase descriptions are now carried over properly.
Discounts on individual parts are now added as separate line items when creating quotes in Zoho Books.
PW-18564, PW-18538, PW-18535 - Previously, users were repeatedly asked to re-match clients and items in Zoho Books, even if they had already been matched in prior pushes. This issue has been resolved, ensuring that Zoho Books retains these matches properly.
PW-18556 - Users searching for contacts by full name in Zoho Books were not getting results unless they searched by first or last name separately. This issue has been fixed, so full-name searches now work as expected.
PW-18565 - Fixed an issue where attempting to push a proposal to Zoho resulted in an empty error message with no clear resolution. This issue has been fixed, and users will now receive accurate feedback if an error occurs.
PW-18142 - Fixed incorrect account settings when pushing items to QBO, ensuring correct account assignments.
March 11th, 2025 Release
Web App Version: 2025.03.11.x
Proposals:
PW-18504 - Hidden labor items with combined pricing turned on are now correctly displayed in client previews, preventing miscalculations in final proposal totals.
PW-18431 - Resolved an issue where duplicate client records were being created under specific conditions.
PW-18458 - Addressed an issue where text editors would fail to load after repeated use, restoring full functionality.
Payments:
PW-18525 - Fixed an issue where the payment confirmation screen displayed an incorrect total when processing ACH transactions. The correct payment amount is now shown throughout the entire transaction process.
PW-18409 - Fixed currency display issues for transactions in Croatia, ensuring accurate conversions and reporting.
PW-18379 - Improved error handling for declined payments by integrating clearer explanations from Stripe, helping dealers and clients better understand payment failures.
Integrations:
Zoho Updates (Preparing for Beta test)
Client Import Fix: Address fields will no longer autofill with incorrect state and country values when missing in the original data. Previously, missing fields were being assigned incorrect defaults, leading to inaccuracies in client details.
Clients sent multiple times to Zoho Books now match correctly, preventing empty or broken records.
System labels have been updated to explicitly mention "Zoho Books" instead of generic "Zoho" references to eliminate confusion.
The system now searches Zoho CRM "Accounts" and returns associated contacts, improving data accuracy by ensuring linked contacts appear when searching for companies.
Third-party search results, such as those from Zoho CRM and QuickBooks, now feature updated colors to differentiate them more clearly in the UI, improving usability.
Zoho CRM searches now return "Account" names alongside contact results, making it easier to identify which business a contact belongs to during the search process.
When importing contacts from Zoho CRM, Portal now also captures and stores the associated "Account" ID for future use in creating quotes and deals, streamlining the integration process.
Resolved a backend issue that caused errors when pushing proposals to Zoho, ensuring successful synchronization.
The system now properly flags missing default settings when configuring Zoho Books or CRM, reducing setup errors.
Integration settings now follow a standardized UI structure, making navigation and settings management more intuitive.
Radio button labels in integration settings now clearly differentiate between searching Zoho CRM "Accounts & Contacts" versus Zoho Books "Customers," aligning with Zoho's terminology.
A new toggle for tracking inventory in Zoho Quotes settings has been introduced, ensuring proper stock management before pushing items to Zoho.
PW-18516 - The QuickBooks Online settings window now correctly opens to the main menu page instead of defaulting to an empty screen.
PW-18487 - Fixed an issue where new Portal clients were being created incorrectly instead of merging existing records from third-party applications.
March 4th, 2025 Release
Web App Version: 2025.02.27.4
Catalog:
PW-18265 - Corrected an issue where recurring items weren’t adding the correct quantity from the catalog.
Payments & Invoicing:
Updated the invoice UI based on user feedback.
Payment options have been restructured to be more modular, improving usability when choosing payment methods.
Integrations:
Zoho Updates (Preparing for Beta test)
Added an “Update Existing Items” field.
Enhanced duplicate contact detection and merging capabilities.
Added functionality to push accepted proposals to Zoho Books
PW-18432 - Resolved a problem where QBO and Zoho contact imports were missing required fields.
Settings:
Favorites Logic Update - Favorites have been moved from a company-wide setting to a user-level preference.
February 25th, 2025 Release
Web App Version: 2025.02.21.3
Catalog:
PW-18394 - Fixed an issue preventing supplier costs from saving when entered manually.
Proposals:
Performance improvements:
Improved backend support for "Update All" functions, making bulk edits for replace and sell price adjustments more efficient.
Optimized proposal details to separate descriptions, improving performance.
Improved handling of proposal text fields by moving non-area descriptions to a new data table.
PW-18391 - Fixed an issue where placeholders couldn't be replaced on mobile devices.
PW-18248 - Resolved an issue causing AI-generated proposals to exclude labor costs.
PW-18165 - Fixed an issue where highlighted change orders caused financial summary data to disappear.
PW-18211 - Addressed an issue where payments in proposals required a manual refresh to display correctly.
PW-18260 - Fixed an error that was generated when changing placeholder item pricing in AI-generated proposals.
Payments:
Payment UI Enhancements
Centered the due date popup on the Payment Request page for better usability.
Re-enabled tooltips for status indicators in Payment Requests.
Ensured timestamps align correctly in the Payment Request and Proposal Summary pages.
PW-18250 - Fixed an issue where payments were still enabled for invoices marked as "Paid."
PW-18277 - Resolved unexpected ACH declines for dealers using QuickBooks as the payment processor.
PW-18193 - Fixed an issue where a Payment Request could get stuck in processing and couldn’t be deleted.
PW-18273 - Addressed UI issues on the payment request page, including hover states and pop-up window alignment.
Integrations:
QBO & Zoho Enhancements - Added smart buttons to the People Detail Page for linked QuickBooks and Zoho contacts.
PW-18350 - Resolved an issue where Zoho contact search wouldn’t work immediately after connecting.
February 18th, 2025 Release
Web App Version: 2025.02.14.x
Proposals:
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.
Payments:
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.
Integrations:
QBO (QuickBooks Online) - Client Search and Import
Users can now import contacts from QBO directly from search results (this is an enabled service for now - which means if you'd like to try it you must request access).
Improved Client search results with better differentiation between Portal contacts and QBO contacts.
A new "Linked" indicator shows which contacts are already connected to external integrations.
Added smart buttons on the People Detail Page for quick access to linked QBO records.
Zoho Updates
All of the above Client Search & Import functions are available for Zoho, as well.
Added save functionality for Zoho Contacts settings in the Zoho Settings modal.
Implemented ZohoOnlineService updates to improve data syncing.
Introduced a new base modal for Zoho Settings to support future enhancements.
PW-18349 – Fixed duplicate addresses appearing during Zoho imports.
February 12th, 2025 Release
Web App Version: 2025.02.07.x
Proposals:
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.
Payments:
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.
Integrations:
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.
January 22nd, 2025 Release
Web App Version: 2025.01.16.x
General:
Performance Optimizations - Further enhancements to the backend, improving the overall reliability and speed of the platform.
Proposals:
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.
Catalog:
Custom Items - Updated labels for custom items.
Payments:
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.
Integrations:
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.
Settings:
PW-18154 - Fixed an issue preventing default settings from saving correctly in the client location screen.
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.