Approved Item functionality is now available for Premium plans and higher.

New permission controls let admins manage who can edit and manage approved items.

Catalog search improvements designed around searching model numbers.

Increased the history in the “Recent Activity” window from 10 to 25 events, making it easier to track changes.

Selecting area options is now done directly within the area section.

Added a second submission warning that flags proposals containing any non-company-approved items.

PW-19792 – Resolved an issue where tax rates didn’t update correctly when the proposal address changed to a new state.

PW-19793 – Fixed an issue where invoices generated from proposals incorrectly used the client’s primary address instead of the default billing address.

PW-19798 – Sales tax is now clearly broken out by parts, labor, and fees—no more single blended rate.

For accounts syncing invoices with QuickBooks Online, Portal now checks if the client exists in QBO before pushing. If not, users are guided to create the client first.

After a successful QBO sync, invoices now display a smart button that links directly to the corresponding QBO invoice.

PW-19795 – Resolved an issue where TaxJar rates weren’t updating in real time when changing sales tax locations on invoices.

PW-19858 – Fixed a problem where changing an invoice date caused the due date field to fail to load.

PW-19668 – Resolved a formatting issue in payment confirmation emails where the client’s name appeared twice.

Renamed the “Profit Warning” section in Settings to “Submission Warnings.” You can now toggle alerts for proposals below your defined profit margin.

Renamed the “Contact” section to “Details” in People

Cleaned up Client Detail pages to remove duplicates of the Client name.

Updated titles in pop-up windows to display “Edit Contact” instead of “Edit Client.”

Moved description text for the “Notes” and “Locations” sections in Client Detail pages inline with section headings to improve readability.

The “Email & Submit” pop-up window in proposals has been updated to match the newer experience introduced in invoices.

Dealers can now choose the current option for the customer directly from the three-dot menu in the Area header.

Users are now able to include approved changed orders in the Proposal PDF, CSV, and Invoice PDF downloads.

PW-19777 – Fixed an issue preventing users from saving new or edited parts on proposals.

PW-19777 – Fixed an issue where adding new parts to the catalog or editing existing parts would fail with an error.

PW-19759 – Fixed an issue where clients paying invoices with credit cards through Square did not see a credit card number field, blocking payment completion.

PW-19779 – Fixed an issue where retainer invoices did not include credit card convenience fees in the total amount.

Zoho (Preparing for Beta test)

Updated the QuickBooks Online integration settings for invoices, making configuration options more clear.

Added a new pop-up window to check for a linked QuickBooks client before creating a retainer invoice from a proposal.

Added a new three-dot menu in the Areas & Items header for collapsing or expanding all sections and rearrange areas.

A confirmation message now appears when expanding all areas in large proposals, letting you know it may impact browser performance.

The “+ Add Area” text has been replaced with a button for visual consistency.

PW-19645 – Resolved an issue where CSV downloads failed in Safari and Firefox, showing an API error instead of downloading.

PW-19567 – Resolved an issue where videos uploaded via the AI Proposal Builder couldn’t be played after upload.

Attachments on Company Approved items now display an “Approved” badge on the Catalog Item Detail page.

Discontinued items now include a badge in tile and in list views, and the item detail page shows a banner with replacements when available.

When creating a retainer invoice from a proposal, Portal now checks if the client exists in QuickBooks and prompts users with a “Set up Client in QuickBooks” screen if missing.

QuickBooks Online settings have been updated with clearer toggles to manage invoice syncing behavior.

Users can now save invoice email message as a preferred default from within the email editor.

You can now search QuickBooks Online contacts directly within Portal.

The Simply Reliable integration card now includes a “Proposals” tag and revised text clarifying that proposals can be pushed to Simply Reliable.

PW-19637 – Resolved a syncing error where tax-exempt proposals in Zoho returned a “Tax Exemption ID does not belong to the Item level” message.