Updated the display logic for the Payment Request section in proposals. The Payment Requests section appears only after a proposal is accepted or if a Payment Schedule exists.

When no payment schedule exists, the “+ New Payment Request” button now skips the scheduled payments screen.

Payment Schedule Display Updates

PW-20997 - Resolved an issue where the buttons for adding labor, custom items, and fees were not displaying correctly in the proposal editor.

PW-20932 - Fixed an issue where proposal statuses were not automatically updating to “Accepted” after client approval.

PW-20990 - Fixed an issue where the revert-to-catalog value icon did not correctly restore original catalog item values in proposals.

PW-20805 - Invoice descriptions now automatically update when items are added.

PW-20965 - Fixed an issue where the client search functionality was not working correctly.

Introduced support for Avalara tax calculations. Avalara now provides real-time tax rates based on customer or company location. We will transition off of TaxJar.

Improved integration descriptions and labels for clarity and consistency across connected platforms.

Third-party proposal push errors now include item-level details such as brand, model number, and area to help identify issues faster.

When selecting an item via the check box, the action banner was moved to the top of the page as a header on the proposal for quicker, more intuitive action for the selected items.

PW-20359 - Resolved an issue on mobile where the invoice statuses (Paid, Past Due, Pending) were not defaulting correctly.

HubSpot (in Beta):

PW-20904 - Resolved an issue in the Zoho Deals integration where deal stages were not updating even when the proposal data was synced.

PW-20668 - Fixed a Zoho Books integration issue where taxable items were incorrectly marked as tax-exempt, causing errors when pushing proposals.

The status filter on the Proposal summary page now shows only statuses that have matching proposals based on the filters you’ve applied. Each status also includes a count, helping you quickly see how many proposals fall into each category.

PW-19314 - Resolved an issue where deleted proposals remained accessible through Recent Activity and still displayed a submit button.

PW-20786 - Addressed a display issue where About Us, Project Description, Terms, and Schedule sections weren't showing correctly in accepted proposals.

You can now sort the People summary page by Last Active or Last Active by Me, making it easier to find contacts based on recent edits or activity linked to your proposals or invoices.

The Monday.com integration is now available in beta. This release includes account authentication and lets you search and import Monday.com CRM contacts directly within Portal.

PW-20890 - Fixed an issue that prevented successful contact imports from Monday.com.

We've refreshed the design of toggle-style controls throughout the app to make them easier to read and use. Font sizes, colors, and spacing have been refined for a cleaner, more consistent look.

Filter buttons on the Proposal Summary page and other modules now include dropdown arrows, clearly indicating that they open menus rather than act as toggles.

The top navigation on the Proposal Summary page has been updated to organize content by type, starting with Proposals and Change Orders.

Change Order details are now displayed more clearly and consistently. Key information such as the proposal number is now easier to see.

Change Orders now have a dedicated view within the Proposal Summary page, making them easier to access without needing to open individual proposals.

The "Expired" status in the Proposal Status filter has been repositioned after "Draft" and is now styled in gray, clarifying that the proposal is no longer viewable by the client.

A new "Email Failed" filter has been added to proposal statuses, appearing before "Submitted" to help teams quickly identify and address delivery issues.

The "Viewed" status is now available in the proposal status filter, following "Submitted."

PW-20413 - Resolved an issue where areas were not appearing on PDF versions of proposals. These sections now display correctly.

Catalog items can now be added directly to invoices from both search results and item detail pages. A new “Add to Invoice” option is available via the smart button, making it easier to build invoices while browsing the catalog.

PW-20706 - Fixed an issue where the “Connect to Wesco” link continued to display after the connection had already been established.