July 7th, 2026 Release
Web App Version: v2026.07.03.2
Orders
PW-23377: Order Accepted and Order Received email notifications have been updated with an improved layout and corrected purchase order details for clearer communication.
PW-23378: A new email notification is now sent when an order is submitted, providing purchase order details, order totals, and a direct link to view the order.
Billing
PW-23413: Billing now remembers where you were (Invoices vs. Payments sections), making it easier to return to the same view when navigating between areas of the application.
PW-23398: Fixed an issue where pending ACH payments on a new QuickBooks Payments account incorrectly displayed as "Refunded" in Portal.
PW-23343: Made adjustments to American Express payments to avoid unnecessary declines due to missing address details. This is unique to AMEX.
Catalog
PW-23410: Fixed an error that occurred when clicking "Show More" in the price changes of the catalog.
Proposals
PW-23292: Fixed an issue where the client link did not display the updated payment schedule when a different proposal option was selected.
PW-23441: Fixed an issue where saving a proposal description as HTML (On the HTML edit view) was saving stale content instead of the edited HTML.
PW-23440: Fixed an issue where changing the salesperson on a Change Order returned a "Not Authorized" error.
PW-23394: Fixed an issue where users could not delete a payment request on an accepted proposal, incorrectly requiring the proposal to be reverted to Draft.
PW-22866: Fixed an issue where placeholder payment requests could not be deleted, incorrectly requiring the proposal to be reverted to Draft.
July 1, 2026 Release
Web App Version: v2026.06.25.2
Billing
PW-23349: The Invoices app has been renamed to Billing, providing a more scalable experience as additional billing features are introduced.
PW-23346: The Billing app has been reorganized with module-based navigation and updated filtering, making it easier to switch between payment requests and invoices while keeping status filters readily accessible.
PW-23352: Billing terminology has been updated throughout the application, including navigation, settings, and marketing pages, for a more consistent user experience.
PW-23353: Fixed an issue where a successfully processed and deposited payment could incorrectly update to "Declined" status in Portal.
Integrations
PW-23367: Fixed an issue where the people pre-import endpoint could throw an ArgumentNullException when the integration contact was not found.
PW-23357: Fixed an issue where unlinking contacts for HubSpot, Monday, and Google Contacts could silently fail when the company also had a Zoho account.
PW-23355: Fixed an issue where the Google Contacts integration tile did not display the connected account's name and email after connecting.
PW-23344: Fixed an issue where disconnecting Google Contacts did not update the integration tile until the page was reloaded and fixed an issue where newly created Google contacts were not immediately searchable in the proposal builder.
PW-23294: Fixed an issue where the Google Contacts "Connect" button was unresponsive because the integration was missing from the integrations list response.
PW-23290: Fixed an issue where linking or creating a new Zoho deal failed with "the related id given seems to be invalid" after a contact was unlinked and re-imported.
PW-23182: Fixed an issue where manually setting a proposal to "Completed" without selecting an option caused a QuickBooks sync error because no line items were generated for mapping.
PW-23017: Fixed an issue where a QuickBooks invoice sync failed with "At least one line is required" after a client was added and the invoice submitted.
PW-23001: Fixed an issue where clicking the QB sync option in the Change Order section from the main proposal view did not trigger a sync.
Catalog
PW-22955: Fixed an issue where a catalog item could temporarily disappear and reappear later.
PW-21733: Fixed an issue where the price filter did not properly filter results in the catalog.
Proposals
PW-23361: Fixed an issue where the Project Description block buttons were misaligned on the proposal detail page.
PW-23113: Fixed an issue where tapping "Show More" on a long Client Description or Internal Note on iOS/mobile caused the expanded text to overlap line items instead of pushing them down.
PW-22660: Fixed an issue where generating a Client Version PDF after a proposal was accepted did not include the client's signature.
