PW-23201: Accepted proposals now allow system assignments and system updates on items, including automatic system migration for legacy proposals.

PW-23139: Missing system assignments are now automatically populated with default system values when cloning proposals or saving proposals as templates.

PW-23251: The Areas & Items header in Proposal Preview and Client View now automatically hides while scrolling, providing more space for proposal content and improving the viewing experience.

PW-23295: Area header action buttons now appear only on hover, reducing visual clutter while keeping actions easily accessible when needed.

PW-23259: The Client Note action has been moved from the line item hover state to the line item action menu, reducing interface clutter while keeping note management easily accessible.

PW-23311: Profit warning messages are no longer displayed during proposal review and submission when Client View Mode is enabled, preventing internal profitability information from being shown to customers.

PW-23252: Template management has been streamlined with improved history tracking and the removal of proposal-specific actions that are not applicable to templates.

PW-23252: Template History now records when areas are copied, providing better visibility into template activity and changes.

PW-23252: Order-related actions that do not apply to templates have been removed from template menus, creating a cleaner and more relevant user experience.

PW-23262: Fixed an issue where the client PDF payment schedule showed an incorrect payment total by counting a change order amount twice.

PW-23242: Fixed an issue where QuickBooks credit card convenience fees were not added to the proposal Financial Summary after payment.

PW-21478: Fixed an issue where using Replace Item in proposals incorrectly opened the Add Item flow.

PW-23104: Fixed an issue where the Outstanding Project Balance on the payment schedule did not consistently reflect the difference between the total with changes and payments made, causing mismatched balances across the Highlight Changes view, Net Result view, and Original view.

PW-21759: Fixed an issue where copying an item to another option could duplicate the system.

PW-21573: Fixed an issue where hidden empty systems were included in the Proposal System View system details endpoint.

PW-23241: Fixed an issue where warehouse pick lists did not include item units of measure, making it unclear whether quantities referred to eaches, pairs, packs, or other units.

PW-23112: Fixed an issue where the proposal list Sort By selection could default back to “Last Modified By Me” instead of preserving the selected sort option on mobile browsers.

PW-23310: Item production years are now hidden in Client View Mode, helping keep customer-facing catalog presentations focused on relevant product information.

PW-23250: Fixed an issue where the Settings Catalog page would not load.

PW-21734: Fixed an issue where filtering the catalog by company-approved items showed all brand pills instead of only the available brands.

PW-23294: Fixed an issue where the Google Contacts integration Connect button was unresponsive because Google Contacts was missing from the company integrations response.

PW-23266: Fixed an issue where users could not push accepted proposals to Zoho Books because the sync process failed during match verification (before mapping options were shown).

PW-22271: Fixed an issue where inventory tracking could be enabled for Zoho labor or fee items, causing sync errors because service items cannot track inventory.

PW-23041: Template (!) History has been refined with clearer event descriptions, improved linked record navigation, and visual updates that make activity history easier to understand and follow.

PW-23097: Templates have been updated with improved ownership management, streamlined functionality, and interface refinements to create a cleaner and more intuitive template management experience.

PW-23049: Proposal History has been updated with improved navigation, including direct links to related templates and clients from history events for quicker access to associated records.

PW-23172: Area copy functionality has been expanded to support copying areas to proposals, change orders, and templates, with updated navigation and interface improvements for a more consistent user experience.

PW-23260: Improved the Proposal Line Item menu by repositioning the Duplicate action and updating tooltips for clearer item management actions.

PW-23201: Accepted proposals now allow assigning or changing an item system without unlocking the proposal.

PW-23104 — Fixed an issue where the Outstanding Project Balance on the payment schedule did not consistently reflect the difference between the total with changes and payments made, causing mismatched balances across the Highlight Changes view, Net Result view, and Original view.

PW-23033 — Fixed an issue where the proposal header status badge did not update to "Accepted" after a client accepted via ClientLink, even though the acceptance was recorded in Proposal History.

PW-23003 — Fixed an issue where adding or editing proposal line items required a browser refresh for the changes to display, affecting accounts with Systems Beta turned on.

PW-22906 — Fixed an issue where cloning a proposal did not update the "Last Modified" timestamp in the proposals list view until the page was refreshed.

PW-22989 — Fixed an issue where newer "Viewed" events in Proposal History did not display a reference identifier, making it unclear who opened the proposal link.

PW-20692 — Fixed an issue where proposal acceptance notification emails were delayed by up to 15–20 minutes.

PW-22025 — Fixed an issue where the recurring services total remained in the Financial Summary after a change order removed the recurring service from the proposal.

PW-22258 — Fixed an issue where copying an item into a proposal and creating a new area without entering a name caused the app to hang

PW-22907 — Fixed an issue where proposals did not appear under the "Last Modified By Me" filter for users assigned as the salesperson if they never directly edited the proposal.

PW-22912 — Fixed an issue where changing a Change Order's type (e.g., Internal to Client Facing) failed with a "Proposal must be in draft" error when the parent proposal was in Accepted status.

PW-23113 — Fixed an issue on iOS/mobile where expanding a long Client Description or Internal Note on a proposal area caused the text to overlap line items instead of pushing them down.

PW-23135 — Fixed an issue where unrelated contacts could become linked to the same company, and removing the company from one contact would also remove it from the other.

PW-23066 — Fixed an issue where saving a note on a client record failed with a "ContactID is required" error.

PW-22232 — Fixed an issue where a new client created on a proposal and synced to QuickBooks was not linked back to the contact record in Portal.

PW-21733 – Fixed an issue where the price filter was not working on the catalog.

PW-23162: Invoice push to QuickBooks Online is now enabled for all new and
existing dealers.

PW-23116 — Fixed an issue where sorting invoices by "Last Modified" produced out-of-order results on the second page and beyond.

PW-23169 — Fixed an issue where a failed ACH payment in QuickBooks Online did not update the payment status to "Declined" in Portal.

PW-23166 — Fixed an issue where users couldn't link or create Zoho deals due to blank deal stage (deal search did not recgonize existing deals)

PW-23029 — Fixed an issue where item quantities synced to QuickBooks as 1 regardless of actual quantity when the option to create items in QB was disabled.

PW-22962 — Fixed an issue for "Summarized Estimates" synced to QuickBooks silently excluded line items with negative fee totals.

PW-23069 — Fixed an issue where the "Review Mapping" button on invoices did not open the QuickBooks client mapping screen, requiring users to dismiss and re-trigger the mapping flow.

PW-23062 – Fixed an issue where the Public API outline generation endpoint returned a "NotFound" response after successfully queuing an AI proposal outline, preventing integrations from retrieving generated outlines.

PW-23021 – Fixed an issue where Hikvision catalog items were not displaying or returning results when searched by brand or model name.

PW-23060 – Fixed an issue where a "Not Authorized" error banner appeared when viewing a proposal or creating a Change Order, even though the user had proper permissions.

PW-23052 – Fixed an issue where selecting a sample text for the AI Proposal Builder (e.g., Home Install, Coffee Shop Install) in the "Type It" mode triggered a 403 error on the transcript endpoint.

PW-23030 – Fixed an issue where a proposal's status continued to show as "Viewed" after the client had accepted it.

PW-21477 – Fixed an issue where reopening the AI Proposal Builder after completion did not display the original content file used to generate the outline.

PW-21466 – Fixed an issue where loading a proposal item image could throw an "InvalidOperationException" error due to a null value.

PW-23134 – Fixed an issue where connecting a client with a Salesforce integration to a proposal returned a 400 error.

PW-23061 – Fixed an issue where dealers could not reconnect to QuickBooks after disconnecting: the OAuth flow incorrectly displayed a "Set up payments" screen instead of completing the reconnection.

PW-23015 – Fixed an issue where importing a contact from Zoho did not save the associated company/account, leaving the company field blank on the imported contact.

PW-23012 – Fixed an issue where the Zoho CRM deal Closing Date was not updated when a linked proposal was accepted, causing sales reports and analytics to show $0 for affected months.

PW-22835 — Fixed an issue where credit card payments processed through Square could be charged twice.

PW-22797 — Fixed an issue where sales tax did not calculate after selecting "Yes" to the "Do you collect sales tax?" prompt.

PW-23034 — Fixed an issue where importing or merging contacts from Zoho or QuickBooks would fail with a database error

PW-22522 — Fixed an issue where connecting the Salesforce integration would fail with a "400 Bad Request" error.

PW-22883 — Improved Public API handling to prevent redirect-loop errors during authentication and request routing.

PW-22913 — Updated Public API activation emails sent to dealers to include links to the new API documentation (docs.portal.io).

PW-22914 — Fixed an issue where sandbox API keys were not displayed in the dealer notification email when activating the Public API.

PW-22914 — Fixed an issue where sandbox API keys were not displayed in the dealer notification email when activating the Public API.

PW-23017 — Fixed an issue where QuickBooks invoice sync would fail with an "At Least One Line Is Required" error after submission.

PW-22782 — Fixed an issue where editing prices on payment requests or invoices did not work correctly on the mobile app.

PW-22987 — Fixed an issue where the AI Proposal Builder would create items with a quantity of 1 regardless of the quantity specified by the user.

PW-22859 — Fixed an issue where accepted or completed proposals could not be archived.

PW-22845 — Fixed an issue where the date filter was missing from the Proposals view.

PW-22786 — Fixed an issue where the net result selection on change orders did not include the replaced item.

PW-22781 — Fixed an issue where searching for QuickBooks contacts on proposals failed to find results unless the name was entered in the exact "last, first" format stored in QuickBooks.

PW-22916 — Fixed an issue where setting the tax location to "client location" on proposals would silently revert to "company location" after a page refresh, even though the same flow on invoices correctly retained the selection

PW-19816 Recently used clients now appear at the top of the client search dropdown in Proposals and Invoices, making it easier to quickly select recent contacts while creating new documents

PW-22862 — Fixed an issue where Zapier integrations would return an error when triggering on proposal status changes.

PW-22821 — Fixed an issue where proposals could not be pushed to Zoho Books due to missing tax exempt reasons.

PW-22698: The Public Proposals API now includes salesperson details for each proposal and supports filtering proposals by salesperson ID, improving data visibility and integration flexibility.

PW-22783: Sorting on the Public People API now works correctly for all fields, including “Last Active by Me,” which reflects each contact’s most recent interaction with the logged-in user.

PW-22771: The Public API Postman collection has been updated to include all recent endpoints and changes, ensuring a complete and accurate reference for testing and integration

PW-22272: Fixed an issue where calling the GET /public/proposals/{proposalId} endpoint would update the lastModifiedDate for multiple proposals.

PW-22831: Fixed an issue where the wrong company name would sometimes be displayed on proposals.

PW-22762: Fixed an issue on mobile where the Cover Page, About Us, and Project Description were not displaying on proposals.

PW-22667: Fixed an issue where the totals of areas were not reflecting the correct amount if a sell price was applied to all instances of an item (it was only reflecting the new total in the area where the sell price was updated).

PW-22310: Fixed an issue where the web app and pdf version of a proposal displayed negative numbers differently. For instance, -50 vs (50).

PW-22825: Fixed an issue where invoices were sometimes missing in the invoices list even though they had been created and assigned to a contact.

PW-22789: Fixed an issue where some Lite Plan users were seeing costs on some products for which they had previously been authorized. .

PW-22843: Fixed an issue where opening the people section would generate a QBO error.

PW-22769: Fixed an issue where trying to sync contacts as a customer in QBO would not work if a contact had been added as a company in portal.

PW-22701: Fixed an issue where importing a contact from HubSpot didn’t pass the phone number.

PW-22404: Improved how highlighted changes appear on proposals. Multiple changes to the same item are now stacked with distinct color segments for better clarity.

PW-22580: Fixed an issue where, if an item was added to a change order and the area was later deleted from that change order, the CO tag would still appear on the item in the main proposal.

PW-22760: Removed the linked app filter when no options are available. It now only appears with relevant results.

PW-22663: Fixed an issue where payment notifications were not being generated for Square ACH payments

PW-22584: Fixed an issue where payment requests through Square were showing up labeled as Stripe payment requests on the invoices tab

PW-22279: Fixed an issue where the support message for payment sync errors referenced “Proposal” instead of "Payment Request/Invoice"

PW-22340: Dealers can now connect Portal proposals to Opportunities and push critical deal data like amount, stage, and close date directly to Salesforce.

PW-22522: Fixed an issue where trying to connect to Salesforce was generating a 400 error.

We’ve added new public API endpoints for Proposals and the AI Proposal Builder. Available to dealers on the Unlimited plan after applying for and receiving access.

PW-22455 - Fixed an issue where proposal viewed notifications and emails were being sent twice when a client viewed a proposal.

PW-22196 - Fixed an issue where the save button was not available when editing item costs in a proposal.

PW-22454 - Fixed an issue where the preferred vendor list in QuickBooks was cut off, stopping at the letter “T”.

PW-22409 - Fixed an issue where syncing a proposal to QuickBooks could fail if attempted after midnight GMT.

A new button was added to proposals that are connected to 3rd party integrations (QuickBooks, Zoho, Salesforce, etc). You can click the button to open the proposal in the other system directly.

A new button was added to people records that are connected to 3rd party integrations (QuickBooks, Zoho, Salesforce, etc). You can click the button to open the contact in the other system directly.

A new button was added to invoices that are connected to 3rd party integrations (QuickBooks, Zoho, Salesforce, etc). You can click the button to open the invoice in the other system directly.

PW-22394 - Fixed an issue where credit card convenience fees did not appear on invoices until the page was refreshed.

PW-21968 - Introduced a Webhook Service in the Public API, enabling real-time event notifications to external systems for improved integration support.

You can now create and update proposals directly from Public API.