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.