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.