April 22nd, 2025 Release
Web App Version: 2025.04.17

Proposals

Updated side navigation to rename “Payments” to “Payment Schedule” for clearer terminology.
Adjusted margin and padding in the client view layout to enhance alignment of item values.
Redesigned the mobile payment schedule to display on three lines, improving readability.
PW-18792 - Fixed an issue where proposals were inaccurately recorded as viewed multiple times per day.

PW-18852 - Fixed an issue causing dealers to receive duplicate “Paid” confirmation emails for a single invoice.

QuickBooks:
- Convenience fees now reuse a single item (e.g., “Credit Card Convenience Fee”) instead of creating new items each time.
- Proposals can now be pushed to QuickBooks a second time without errors; the system updates existing quotes instead of failing or duplicating.
Zoho (Preparing for Beta test)
- Zoho Books Quotes now include convenience fees as dedicated line items for accurate cost breakdowns.
- Zoho Deals Settings now correctly respect the enabled/disabled state.
- PW-18859 - Fixed an issue where Zoho Deals were triggered despite the integration setting being disabled.

Generating a Client PDF will now create a snapshot and restore point in the Proposal History section.
Project and change order totals now display clearly before any Payment convenience fees.
Proposals pushed to QuickBooks or Zoho Books a second time now update existing quotes instead of creating new ones.
Proposal status changes now sync reliably with Zoho, ensuring data consistency.
Proposal pushes to QuickBooks and Zoho Books now use updated item prices.
PW-18766 - Fixed an issue where proposal versions weren’t saving correctly for client PDF downloads.
PW-18791 - Fixed an issue where client PDFs failed to download when “Hide Area Totals” was enabled.
PW-18785 - Fixed an issue where Zoho Books pulled outdated item prices during sync.

Invoices now show a prominent “PAID” tag with payment method and balance details for better visibility.
Invoices and payment requests can now be re-sent regardless of their payment status.
A message confirms successful invoice actions across all pages, improving feedback.
Improved mobile layout and header presentation in the invoice view.
Updated internal validation for convenience fee calculations in payment schedules.
PW-18787 - Fixed an issue where hidden labor appeared on PDF invoices despite settings.
PW-18759 - Fixed an issue where payment schedule totals were incorrect with convenience fees.

Zoho Books (Preparing for Beta test)
- New Zoho Books items get a suffix (e.g., TV Mount (2)) if a matching inactive item exists, avoiding duplicates.
- Synced contacts now include source labels for clarity.
- PW-18757 - Fixed an issue where synced QuickBooks contacts lacked source labels.

QuickBooks
- Improved contact search and syncing with QuickBooks.
- Quotes pushed to QuickBooks a second time update rather than duplicate.
- Synced contacts now include source labels for clarity.
- PW-18763 - Fixed an issue where QuickBooks contact sync failed even after reconnecting.
- PW-18758 - Fixed an issue where QuickBooks contacts weren’t appearing in proposal contact selector.
- PW-18757 - Fixed an issue where synced QuickBooks contacts lacked source labels.

Zoho Deals (Preparing for Beta test)
- Users are prompted to select or create a Zoho Deal when adding a Zoho-linked client to a proposal.
- A new settings panel allows mapping Portal proposal statuses to Zoho Deal stages.
- Proposal status changes now update the associated deal's stage, revenue, and notes in Zoho CRM.
- Proposal UI now displays linked deal information with a direct link to Zoho.
- Improved Zoho contact matching logic by allowing the system to ignore company names when checking for duplicates.
- PW-18594 - Fixed an issue where the linked Zoho Deal wasn’t displaying correctly in the proposal.

Zapier
- Zapier now distinguishes between standard proposal updates and change order updates to reduce automation noise.

New List Views: Labor, Fee, and Custom item categories can now be viewed as lists, making it easier to browse and manage items.
The "Add to Proposal" button has been repositioned above the supplier cost.

Client and invoice PDFs now show all relevant fees, ensuring payment totals match those displayed in Portal.
"Invoice Date" is now "Request Date," and "Item" is now "Items"
The "Review & Submit" button is now "Review & Send", with an airplane icon to better indicate sending the document to clients.
In the email pop-up window, the background is now greyed out when active for better focus, and the label “Recipient Details” has been updated to “Send via Email”
PW-18642 - Fixed an issue where "Viewed" events were not appearing in the Payment Request history section.
Convenience Fees Updates:
- Proposals & Financial Summaries now list convenience fees as separate line items for a clearer cost breakdowns.
- Invoice and Client PDFs now accurately reflect convenience fees, ensuring on-screen and downloadable totals match.
- All views (dealer, client, summary, detailed) now include convenience fees in payment totals.
- Payment records and proposals now automatically update as payments are made to reflect convenience fees (when applicable).
  
  Watch video on convenience fee updates:

PW-18634 - Fixed a display error where both line items showed the same price when a convenience fee was added.
PW-18632 - Corrected discrepancy where dealers saw a convenience fee that clients did not.
PW-18633 - Ensured convenience fee items appear at the end of the payment request line item list rather than the top.

Zoho (Preparing for Beta test)
- Zoho item creation settings now apply correctly, ensuring that line items and product settings carry over as expected.
- Vendor lists in Zoho now populate properly during item creation, removing a blocker for dealers pushing proposals.
- Fixed an issue where all Zoho search results were incorrectly showing as already linked—even when they weren’t.
- PW-18661 - Zoho-linked clients are now accurately identified—fresh contacts no longer show as pre-linked.
- PW-18660 - Fixed logic so item creation settings for Zoho Books now apply as expected.
- PW-18659 - Restored vendor visibility when pushing proposals into Zoho Books.