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.