The “Add Internal / Installer Notes” link now reads “Add Internal / Installer Notes (Hidden)” to make it clear that these notes are not visible to customers.

In Client View, the Tax Rate Breakdown now includes all item types labeled as “Exempt” (e.g., “Labor, Exempt”) rather than hiding them.

PW-20208 - Resolved an issue where users who had permissions to create orders were getting an Invalid Permission error when trying to create an order directly from a proposal.

PW-20202 - Fixed issue that was preventing declined invoice notifications from being generated.

PW-20052 - Addressed an issue where proposals could not be deleted on mobile.

PW-19874 - Fixed an issue on mobile where Payment Request verbiage was still being used even with Invoices enabled.

Updated the button in Settings under Invoices from “Connect Payment Processor” to “Connect Your Payment Processor” to clarify the action.

For dealers without a connected processor, a “Connect Your Payment Processor” button now appears in the Invoice Detail and Review & Submit pages. Making it easier to enable online payments.

Updated designs for line items in compact view for improved readability

Hide MSRP, profit, notes, and tags in compact view.

Updated client view so when options are not yet selected, the green "Accept Proposal" button now reads "Choose Proposal Options". "Accept Proposal" button is now enabled only after all options are selected in the client view.

Replaced the green dot in the side navigation, which represented Options available in that area, with green "2/3 Options Available" text displayed under the area name.

Removed the confirmation prompt when client is selecting area options.

PW-20025 – Fixed an issue where the Refresh Pricing button did not pull the latest pricing.

PW-20051 – Corrected an issue where labor displayed as $0 on proposal CSV downloads when combined pricing was enabled.

PW-19804 – Resolved an issue where the page jumped slightly after selecting an area option.

PW-20124 – Fixed a display issue where "_" character in proposal names appeared incorrectly on PDFs.

PW-20126 – Corrected missing fee, sell price, quantity, and total on proposal PDFs when using the simple layout.

PW-20136 – Fixed an issue where the submit pop-up window did not populate the client’s email or default CC emails.

PW-20176 – When you refresh pricing in a proposal, you now see a confirmation message showing exactly how many items were updated, so you know your costs and MSRPs are current.

PW-20190 – Resolved an issue where project description and internal notes were removed after refreshing a proposal.

PW-20117 – Fixed an issue in AI Prompts where AI options appeared for an area even when no AI had been assigned to it.

When creating an invoice for a client, Portal now prompts to check for outstanding proposal payment schedules.

Added invoice type prefix (Standard, Retainer) to invoice numbers on mobile.

Changed Email and Submit to Review and Submit on invoices for mobile.

Removed default payment schedule for new accounts.

Replaced the email address in the company section of invoices with License # (when available).

PW-20154 – Fixed an issue where resending invoices reset their status to submitted/viewed and re-enabled payment, even if already paid.

PW-20081 – Fixed an issue that prevented editing invoice line items when the quantity was set to zero.

PW-20082 – You can now use fractional quantities (like 1.5 or 0.25) in standard invoices.

Extended QuickBooks Online integration to support both standard and retainer invoices.

PW-20129 – Fixed retainer invoice customer setup in QuickBooks Online to ensure correct customer creation.
​

Financial summaries now separate taxable and tax-exempt items into distinct sections, making it easier to understand how tax is applied.

Modified Financial Summary to handle parts discounts by applying proportionately to taxable and tax exempt parts.

Introduced a new Compact View for Proposals. This feature is available by request.
​

Added a new "Add Discount" button in the Financial Summary section. We no longer show "Additional Parts Discount" as a line item unless a discount has been added.

The "Email & Submit" pop-up window now saves additional recipients to the contact record for future use.

PW-19577 Resolved an issue where Payment Schedule was showing dollar amounts for each Payment when Options had not yet been chosen. PDF will now show only Payment Schedule percentages, where applicable, for each payment when Options have not been chosen (and the total for the project is not yet known).

PW-19831 - Updates to Sales Tax calculation hierarchy. Tax Exemptions apply first at the global Proposal level, and then at the item level. Items in the Catalog (Products, Labor, Fees) can be marked as default taxable or tax exempt. You can override the default Catalog tax setting per line item on a Proposal. The tax settings for each line item on the proposal are used for Sales Tax calculation based on the Proposal's Tax Setting in the financial summary. For example, if you have taxable labor line items on a Proposal, but your Proposal Sales Tax settings do not tax Labor, then all of those Labor line items will be tax exempt. We also added clarity in the form of a description below Sales Tax in the Financial Summary that explains the current Sales Tax settings for that proposal.

PW-20086 – Resolved an issue where fees were not showing taxable status in new proposals.

Renamed “Items” to “Item” in invoice detail headers for better clarity and consistency.

Updated “Invoice Message” label on Invoices to “Payment Instructions / Message”.

PW-19577 – Resolved an issue where PDFs incorrectly displayed dollar amounts instead of percentages for unselected proposal options in payment schedules.

PW-19852 – Clarified ACH micro-deposit messaging to indicate delivery within 1–2 business days.

PW-20065 – Added a confirmation email for manually recorded payments. Includes invoice details and PDF, with an option to disable.

PW-20111 – Resolved a display issue where Stripe ACH errors were not being shown.

PW-20125 – Fixed a QuickBooks Online issue that was preventing some invoices from being created.

Added a smart button for Salesforce with correct icon placement in the Client Detail view.

Catalog sections (Favorites, Company Approved) now remain grouped when filters are applied.

Adjusted the catalog UI so result headers are better aligned with content.

PW-19771 – Resolved an issue where Favorites didn’t display company-approved items when filters were active.

Attachments can now be added directly to proposal line items using the new “+ Add Attachment” button.

Increased the QTY input field size and added dynamic font scaling to improve readability for large numbers in proposal line items.

Attachments on Items on Proposals now load collapsed by default, keeping the interface cleaner until expanded.

When submitting a proposal, users are now alerted if it includes items that are not Company Approved.

PW-20015 – Fixed an issue that intermittently prevented proposals from linking correctly to retainer invoices. (In Beta)

Users can now edit the retainer invoice line item name.

Applied consistent default names and descriptions to invoice line items created from payment schedules, proposal detail view, and invoice summary view.

Added a “Copy Link” option to the three-dot menu on invoice detail pages.

Updated invoice email section labels from “Client” to “Deliver to” for consistency with proposal language.

Updated the email interface for proposals and invoices to use “+ Add Recipient” instead of “+Add Cc,” since emails are sent individually.

Added a “Download PDF” option to the three-dot menu on invoice detail pages.

PW-19955 – Fixed an error where an empty state alert displayed after removing a client from a draft invoice.

PW-19945 – Resolved an issue where the Item Type column was missing from the client view of Standard Invoices.

Added a “Re-import QuickBooks Contact” option on client detail views to sync updated data.

PW-19916 – Fixed a QuickBooks integration error where a required LinkedTxn parameter was missing.

PW-19753 – Resolved an issue where deals created from Portal weren’t appearing in Zoho, resulting in empty or broken links. (In Beta)

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.