PW-24240: Corrected Catalog search page counts so the total number of pages remains accurate and consistent while navigating through results.

PW-21536: Corrected an issue where page elements overlapped when updating pricing for suppliers with long names.

PW-24206: Resolved an error that occurred when switching options on a proposal containing Change Orders.

PW-19296: Corrected an issue where tooltips in Client View settings repeated option names instead of providing useful information.

PW-24204: The Part Suppliers pop-up window has been updated to make supplier selection and available actions clearer and easier to use.

PW-24180: Resolved an issue where items were not always attached automatically while a proposal was loading.

PW-23356: Corrected an issue in the iOS app where returning from a Change Order or client search redirected users to the main Proposals page.

PW-22596: Resolved an issue where the delete proposal pop-up window moved to the top-left corner while deleting a proposal and scrolling.

PW-21523: Corrected an issue where the Proposal Data CSV report did not include completed Change Orders.

PW-20894: Resolved an issue where the clone proposal pop-up window appeared over the upgrade screen after reaching the proposal limit.

PW-20644: Corrected an issue where editing a proposal after a customer requested changes triggered an incorrect email notification that the proposal had been viewed.

PW-24023: Corrected an issue where creating an invoice was recorded as a payment request in Recent Activity.

PW-23982: Resolved an issue that prevented proposals from being imported into iPoint.

PW-23181: Corrected an issue where an expired Zoho connection could sign users out of Portal instead of prompting them to refresh the connection.

PW-24142: Company Approved Items are now available to all dealers in the Catalog and can be filtered through the Public API.

PW-24066: Corrected an issue where the total price of attachments listed under accessories was inflated.

PW-24122: Corrected an issue where filtering Accounts by owner returned results assigned to other owners.

PW-24121: Resolved an issue where Account lists displayed missing or incomplete owner information.

PW-24108: Resolved an issue preventing additional Locations from being edited or saved.

PW-20600: Corrected an issue where archived proposals did not appear in the proposals list on Client Profiles.

PW-24065: Corrected an issue where the Change Order net total did not reflect the correct sum.

PW-23828: Resolved an issue that prevented images from being uploaded to proposal description fields on mobile browsers.

PW-20832: Fixed an issue where trackpad users on iPad Pro could not select options in the proposal text editor toolbar.

PW-23878: Corrected an issue where returning from an invoice opened the Payment Requests tab instead of the Invoices tab.

PW-24178: Resolved an issue that caused QuickBooks estimate syncs with convenience fees to fail repeatedly when a fee account mapping was missing.

PW-24177: Resolved an issue that could prevent QuickBooks estimates from syncing when a customer’s email address was invalid.

PW-24174: Corrected an issue where Portal did not add a unique suffix when a QuickBooks customer name already existed.

PW-24158: Resolved an issue that prevented QuickBooks contacts from being imported into proposals.

PW-24153: Resolved an error when searching for custom items through the Public API.

PW-24076: Corrected an issue where contacts imported from Zoho included the wrong primary and billing addresses.

PW-21689: Corrected an issue where Recent Activity entries for invoices and proposals displayed incorrect or inconsistent dates.

PW-23981: Resolved an issue so the Sheets icon in the Proposals list is visible to all users with access, without requiring them to open the proposal.

PW-23968: Corrected an issue where the search term remained in the Proposals list after navigating away and returning, instead of resetting to show the full list.

PW-23849: Corrected an issue where searching the Proposals list by a client’s full name returned no results, even though searches by first or last name worked.

PW-24026: Resolved an issue where bounced payment request emails did not update the payment status or notify the dealer.

PW-23969: Corrected an issue that prevented dealers from receiving a “Paid” notification when a client completed an ACH payment request.

PW-23879: Resolved an issue where deleting a payment request or invoice showed no useful details in Recent Activity.

PW-23908: Resolved an “Estimate does not exist” error that appeared when resyncing a proposal after its original quote was deleted in Zoho Books.

PW-24005: Corrected an issue where removing one selected Brand filter also cleared another Brand filter.

PW-23819: Resolved an issue where the Company Approved setting in Catalog did not remain selected.

PW-23989: Fixed an issue where Proposals was not highlighted in the left navigation when viewing templates and Change Orders.

PW-23976: Resolved an issue where suppliers could not be changed for dealer-added items in proposal templates.

PW-23975: Fixed an issue where the profit indicator did not appear for negative values in proposal templates.

PW-23974: Corrected price-change tracking for user-created items in proposal templates.

PW-23967: Resolved an issue where tax settings entered in the proposal Financial Summary were not saved.

PW-23909: Corrected an issue where Client Version PDFs cut off area headers when an area contained no items.

PW-23840: Resolved an issue where dealers did not receive a notification when a payment request was paid.

PW-21688: Corrected Recent Activity for invoices so it includes an Invoice Created label.

PW-23470: A new Billing permission allows account admins to control which users can access Billing and related features throughout Portal.

PW-23855: Resolved an issue where Catalog products were not displaying.

PW-23816: Corrected the Brand filter so selecting Show More no longer resets the results or skips a page when the filter is reopened.

PW-23801: Updated the Show More controls to use the correct parameters in Catalog Unified Search.

PW-23751: Template pricing now automatically updates to match the latest Catalog pricing unless a custom price has been set.

PW-23866: A new blue asterisk identifies template items with custom pricing or descriptions.

PW-23790: The Refresh Pricing button has been replaced with a notification confirming that template pricing automatically stays up to date with the Catalog.

PW-23920: Resolved an issue where credit card convenience fees were missing from the Financial Summary on Change Orders.

PW-23829: Client Version PDFs can now be downloaded as expected.

PW-23635: Adjusted the QuickBooks push tooltip so it remains within the visible screen on Proposal Detail pages.

PW-23539: Corrected an issue where the auto-create setting was not retained when cloning a proposal.

PW-23754: Corrected the Last Modified filter so older invoices no longer appear incorrectly in Payment Requests.

PW-23929: Resolved an issue where searches containing only spaces triggered a “parameter missing” error in the Zoho CRM People list.

PW-23913: Corrected the Preferred Vendors list in the Zoho integration so users can scroll beyond the letter “I.”

PW-23750: QuickBooks integration searches now return the correct QuickBooks contacts.

PW-23676: Resolved an issue preventing the QuickBooks Desktop Connector from connecting to QuickBooks.

PW-23826: Corrected an issue where bracket-indexed lists in the Public API documentation could silently drop items.

PW-23532: Resolved an issue that could cause integration authorization details to be shared across accounts.

PW-23583: The Linked App filter (for Contacts that were created from integrations like Google, Jobber, etc) now displays only options with matching results, creating a cleaner and more relevant filtering experience.

PW-23791: MSRP and profit fields now provide consistent visual cues to indicate when values can be edited, improving discoverability across proposals, change orders, and templates.

PW-23777: Fixed an issue where placeholders were not displaying correctly in proposal text editors.

PW-23534: Fixed an issue where the Replace button overlapped placeholder item names and descriptions.

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

PW-21575: Fixed an issue where adding attached items could cause unexpected behavior in the Proposal System View.

PW-21573: Fixed an issue where empty systems were incorrectly hidden in the Proposal System View.

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

PW-20542: Fixed an issue where brand names were not displaying correctly in the dealer view of proposals.

PW-23713: Fixed an issue where completed payment requests were not syncing to QuickBooks.

PW-23711: Fixed a formatting issue where payment request messages displayed inconsistently across email clients.

PW-22941: The Pipedrive integration is now available in beta, allowing dealers to connect their Pipedrive account, search contacts, and link proposals to Pipedrive deals.

PW-23580: Integration settings now open automatically after connecting an integration, making it easier to review and configure available options.

PW-21456: Fixed an issue where the Zoho integration returned an error due to missing item details.

PW-23418: The view selector now has an updated design and consistent styling across the Catalog and Proposals summary pages.

PW-23439: New feature and product update announcements are now easier to spot in the app.

PW-23220: Attempting to switch a Change Order between internal and client-facing when it is not in Draft now shows the correct message and no longer leaves the page stuck loading.

PW-23307: Profit Analysis now calculates profit correctly when items are replaced on a Change Order.

PW-23449: Resolved an incorrect “Proposal must be in Draft” error that appeared when refreshing proposal pricing.

PW-23479: Declined options no longer appear in the client version PDF when only some areas have selected options.

PW-23481: The “Disable page breaks after each area” setting is now applied correctly to Change Order client version PDFs.

PW-23533: Paid payment requests now appear in the client version PDF when “Include Change Orders” is selected.

PW-23538: Dealers will no longer receive duplicate email and in-app notifications when a client views a proposal.

PW-23640: Sample proposals now include the About Us and Project Description sections.

PW-23641: Sample proposals can now be opened on new accounts without showing a “Not Authorized” error.

PW-23289: Invoices can now sync to QuickBooks without receiving a “Duplicate Document Number” error when the invoice number is already in use.

PW-23557: QuickBooks ACH payments marked as Funded now show the correct status in Portal instead of continuing to display as “Processing.”

PW-23692: Credit card fees are no longer added to the total when a payment is manually received after a declined credit card attempt.

PW-23555: Setting a default supplier for a brand now applies to all applicable catalog items, not only those with dealer cost pricing.

PW-23510: New Public API endpoints allow external integrations to add and update proposal items.

PW-23697: Pipedrive contacts can now be selected from search results without causing an error during the pre-import matching process.

PW-23420: The Orders summary page now uses the same header layout found throughout Portal, with simpler status filters and more consistent navigation.

PW-23498: Sort controls have been redesigned and moved closer to search results, making the current selection easier to see and change.

PW-23497: Corrected a layout issue that occurred when scrolling with the filter bar’s view selector open.

PW-22941: The Jobber integration is now available in beta! Dealers can connect their Jobber account, search for contacts, and push proposals directly to Jobber.

PW-23632: Zoho CRM deal stages and amounts now update correctly when a linked proposal is submitted.

PW-23585: Proposals with special characters in product image filenames can now be pushed to Zoho Books without causing an error.

PW-23563: Zoho CRM deal stage mappings now update the deal stage when the status of a linked proposal changes.

PW-23494: Users can now reconnect Square after disconnecting without running into an authorization error.

PW-23477: Resolved a timeout that could leave the QuickBooks Online invoice sync stuck on “Verifying matches.”

PW-23366: Resolved an error that could occur while creating QuickBooks Online payment records.

PW-23328: QuickBooks customer sync can now find matching customers when resolving integration errors on payment requests.

PW-23216: Resolved an error that caused the Zapier “Update Proposal Status” trigger to fail when a proposal was marked as “Changes Requested.”

PW-23593: The “Clone Template” button now creates a new template instead of a proposal.

PW-23528: Proposals can now be exported to CSV without causing an error.

PW-23444: The Payment Schedule now includes payments made toward Change Orders.

PW-23368: Corrected the profit percentage calculation for dynamic items when the cost is set as a percentage of the sell price.

PW-23525: Payment request amounts now display correctly in notification emails and the Billing Summary instead of appearing as $0.00.

PW-23327: Corrected the “Last Modified” sorting in Billing so invoices appear in the proper order based on their most recent activity.

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.

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.

PW-23410: Fixed an error that occurred when clicking "Show More" in the price changes of the catalog.

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.

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.

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.

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.

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.