Updated the Product tile design for the Catalog, which enhances the visual appeal of products and provides clear visibility of the default supplier from the results page.

Updated the profit analysis calculation to cap losses at 100%. Additionally, a note has been included below the parts and labor calculations to indicate when items are excluded from the calculation due to missing costs.

Updated the cover image selection process. You can now choose between stock images and company-specific images. Company images used for a client are displayed in a dedicated section, making them easier to locate. Client images are automatically tagged when used on a proposal for that client.

Continued work on enhancing the new mobile proposal experience.

PW-16379: Fixed issue where using the QuickBooks payments integration could result in a disconnection of the integration, blocking functions like accepting a payment.

Refined profit calculation logic for proposals to address potential inaccuracies in certain edge cases, such as incorrectly high or low profit or loss percentages.

PW-16248: Fixed the client view of the proposal viewer to no longer display the "Review and Accept" button for declined change orders. Declined change orders will still be listed, but the button has been removed.

PW-16300: Corrected change order displaying incorrect profit analysis as part of our profit calculation update.

PW-16329: Resolved an issue with change order names differing between client view and dealer view.

PW-16359: Fixed an issue where renaming an area on a change order failed to update the area name on the proposal.

PW-16380: Addressed a problem where dealers using advanced notifications received too many emails for each accepted proposal.

PW-16377: Resolved an issue where adding accessories to an item and then replacing it with itself did not include the accessories.

Improvements to the mobile version of proposals

Improved the cover page image upload and selection.

PW-16170: Fixed an issue where area totals were still appearing on the PDF version despite enabling 'Simple View' and 'Hide Area Totals' Client View Settings.

PW-16307: Resolved an issue where Pro plan dealers were mistakenly receiving trial expired emails for 'Proposal Viewed Notifications'.

PW-16374: Fixed a notification issue where dealers were seeing a premature 'TDSynnex - Sony Disconnected/Fix' notification related to our upcoming API integration.

PW-16376: Resolved a banner issue where non-Wave dealers were receiving an incorrect 'Wave API disconnected' notification.

Dealers now have the ability to disconnect from their payment processor, offering a convenient way to refresh the connection when needed.

Improvements to the mobile version of proposals

PW-16286: Fixed an issue in catalog settings where profit margins were updating to an incorrect value once saved.

The Change Orders feature is now accessible for all Pro+ plans. Lite and Free plans can trial it on 5 proposals, each with unlimited change orders.

PW-16167: Resolved an issue with the disabled page breaks proposal setting on PDF.

Efforts are ongoing to enhance personalized catalog results and improved search.

PW-16301: Fixed ACH convenience fee calculation in QuickBooks Payments.

PW-16285: Corrected the "Sort By" dropdown functionality in the payments section.

AI Payment functionality now calls the client on the phone to automatically collect their credit card or ACH information if they do not enter it immediately after accepting proposal. If they do not answer the phone, they will be texted every 24 hours.

Updated the list of known countries and states/provinces for comprehensive coverage, including all official countries. Territories with unique address structures like the Cayman Islands and Anguilla have been updated, and the state/province requirement has been removed for countries without them.

PW-16042: Menu icons now load quicker upon signing in.

Revamped the display of favorites in the first phase of catalog improvements. Replaced horizontal scrolling with a vertical list showing up to 4 rows of 3 products each. A "show more" button expands the favorites section with 4 additional rows upon each click. Mobile view has also been updated.

The 'Email & Submit' button is disabled if the dealer has not added a client to the proposal, with a tooltip providing instructions on how to resolve the issue.

Adding a client is now facilitated via an 'Add Client' button, while the '+ new client' function is included in the search dropdown, pre-filling the new client fields with the client's first and/or last name.

Internal change orders will no longer trigger an email notification when marked 'accepted'.

PW-16133: Resolved an issue where labor attached to an item with the 'combined price' and the 'client view - hide labor line items' settings turned on still showed the labor charge in the area total.

PW-16190: Fixed an issue where some proposals were not sending, displaying an "Email Failed" status.

PW-16233: Fixed an issue where a dealer was unable to access the change order feature after it was enabled.

Stripe Standard, Square, and QuickBooks payments are now enabled for all accounts, both existing and new signups.

The payment schedule and payment requests sections now dynamically update the 'Outstanding Proposal Balance' text and balance calculation to 'Outstanding Project Balance' if there are accepted change orders. This includes the balance with accepted change order total, visible in dealer view, client view, and client view PDF.

Added a 'Project Balance' calculation below payment requests, displaying the current outstanding project balance total and paid request total.

Added a 'Project Total' below the change orders section, showing the proposal total plus accepted change order total.

The 'Profit Analysis' section now includes a toggle to include or exclude change orders from the profit calculation.

The segmented controller for payments and change orders sections will now appear if there is an item in any segment, instead of only showing segments with items.

The archive function has been removed for change orders, with deletion as the only option for removing them from a proposal.

PW-16241: Fixed an issue where a dealer was receiving payments paused notifications despite not being connected to a processor in Portal.

Added a 'Project Total' calculation, representing the proposal total plus the accepted Change Orders total. This calculation is displayed below the Change Orders section in both the dealer view and the proposal viewer.

Implemented segmented controllers, grouped by status, in the payments and change orders sections.

Added notifications to alert dealers of issues with their payment processor on the payments page, payments settings, and proposals, enabling dealers to preemptively resolve any issues affecting payment collection.

Change order payments are now visible in the proposal payments list.

Added a code login feature allowing users to receive a 4-digit code via email instead of using a password.

Reorganized the proposal sections on the dealer and client views in order to accommodate better clarity with change order functionality:

Added the proposal profit percentage to the proposal side navigation.

Account Merge: Added a suffix to proposal numbers that have been merged from another account. "M" for 'merge' and the number of accounts merged. For example, proposal 101 merged into another account will be displayed as '101-M1' in the destination account.

PW-15914: Fixed a subscription display issue.

PW-16038: Resolved an issue where the browser would need to be refreshed for an added proposal item to appear.

PW-16045: Fixed an issue where Item A could not be attached to Item B if Item B had previously been attached to Item A.

PW-15915: Resolved an issue where the catalog image for an item could not be updated.

PW-16041: Fixed an issue with Default Sell Price in Settings where it could not be changed from 'MSRP' to 'Markup from Cost' unless it was selected twice.

Enabled Stripe Standard and Square payment integrations for all existing accounts.

Updated Client View Settings logic for hiding labor to enhance clarity and calculation accuracy.

Custom line items now have the 'replace' function.

Temporarily disabled direct video uploads due to feature limitations.

Implemented several enhancements and fixes for Change Orders:

PW-15990: Resolved a proposal area menu issue for dealers on Lite plan.

PW-16040: Corrected active user count display on Billing Details page.

Revised payment section formatting in proposal client PDFs to align with the web version.

PW-16035: Fixed currency display for Canadian dealer settings from USD to CAD.

Free Plans will require Credit Card from the user when:

On the Client View on Proposals, the "Proposal Total" label has been updated to "Total with Changes" when the Highlight Changes option is selected by the client. This "Total With Changes" represents the sum of all highlighted/selected Change Orders.

PW-15975 - Fixed a "Refresh your browser" issue on proposals.

PW-16028 - Fixed issue in text editor to display uploaded imagines

PW-15916 - Merged items displaying incorrectly as Auto-attachments

PW-15873 - Some Payments were missing from Invoice PDF

On the Client View on Proposals, the "Proposal Total" label has been updated to "Total with Changes" when the Highlight Changes option is selected by the client. This "Total With Changes" represents the sum of all highlighted/selected Change Orders.

Added the Upgrade workflow when unlocking a new vendor when the user is on a Free Plan on Portal.

Payment activity is now prominently displayed on the settings page.

Eliminated payment side ads for a cleaner browsing experience.

Implemented a Three-Dot Menu for Change Orders.

Users now have the ability to edit Change Order Type as needed.

Change Orders functionality is now exclusive to Pro and higher plans.

PW-15830 - Resolved an issue where negative items not consistently displaying on Change Orders.

PW-15855 - Fixed issue with Auto Attachments disappearing when replacing a parent item.

PW-15904 - Corrected Auto Attachments inconsistency in Highlight Changes on Change Orders.

PW-15905 - Fixed a broken video URL in Auto Attachment Activation Email.

PW-15909 - Fixed Lite Dealer Notification issues related to viewed proposals.

PW-15952 - Resolved Stripe Standard ACH payment issue.

PW-15976 - Fixed an issue where Payment processor pop-up screen was auto-closing after success.

PW-15907 - Fixed an error via Square when viewing upcoming Portal invoices.

PW-15872 - Fixed an error on the "Training Video" link.

PW-15903 - Resolved an issue where the "Add to Order" button from the catalog list view was not working.

PW-15874 - Addressed a Wave API connection issue.

PW-15828 - Updated Tooltip for Combine Pricing.

PW-15891 - Fixed fonts in PDFs.

PW-15940 - Resolved an issue where the "Copy items to Proposal" pop-up was hiding items in the proposal.

PW-15847 - Removed a warning displayed for dealers on trial attempting to use payment.

PW-15862 - Fixed an issue where disabling ACH when not available did not account for auto-generated requests.

PW-15851 - Fixed an issue where adding a promo code after subscription did not apply the discount on the next bill.

PW-15890 - Fixed an error preventing subscription during the trial, showing an 'Account Already Subscribed' error.

PW-15845 - Corrected an issue where a failed subscription notification would appear on the ‘Catalog’ and ‘Subscription’ settings pages after the credit card was successfully updated.

PW-15874 - Fixed an issue around Wave API Connection.

PW-15888 - Fixed an issue with the Wave Unlock Button.

PW-15588 - Fixed an issue where the quantity on a change order was incorrect when creating from a proposal.

PW-15739 - Fixed a "Please Try Again" error encountered when submitting a proposal.

PW-15764 - Resolved an issue where the area option declined date was incorrectly set as the proposal last modified date instead of the actual date the customer declined the option.

PW-15788 - Change Order Error addressed when updating the quantity of an item and its nested items.

PW-15790 - Fixed a problem where a user couldn't create a change order for an item with attachments.

PW-15793 - Addressed an issue where, after deleting a custom item that is an auto-attachment of another custom item, the attachment still appeared as a $0 attachment the next time the parent item was added to a proposal.

PW-15856 - Resolved an issue where users couldn't edit supplier cost or change the supplier on proposals.

PW-15869 - Resolved an issue preventing a user from accessing a proposal.

PW-15762 - Fixed an issue where the payment request amount was incorrect when manually creating a request from the proposal.

PW-15787 - Fixed an issue with Proposal List View totals not including tax.

PW-15837 - Fixed an issue in Client View where a general discount applied to a proposal as a percentage was showing the dollar amount as the discount percentage.

PW-15843 - Fixed an issue where a dealer's payment settings would disappear if their Stripe payout bank account was changed.

Change Orders is in BETA - Continued refinements to Change Order functionality based on beta test feedback from dealers.

PW-15775 - Fixed an issue where payments from Portal were not being sent to Zapier.

PW-15760 - Fixed an issue where a client would not be able to submit their payment on a payment request due to a problem with the date field.

The 'Simple Proposal View' has been turned on for all accounts. This is a client view setting that allows dealers to present a condensed 'invoice style' proposal removing the company description, side navigation, and section headers, as well as smaller product icons. This view was built specifically for Change Orders, but is available for all Proposals.

PW-15590 - Fixed an issue where a supplier can be unlocked for dealer, but parts still show "unlock dealer pricing".

PW-15689 - Fixed an issue with trials of auto-attachments not functioning properly.

PW-15606 - Fixed an issue where a payment marked "Received" would show the date before it was marked Received.

PW-15616 - Fixed an issue with Portal Stripe users not being able to change processors.

PW-15584 - Fixed an issue where having too many users on the same QB account caused the integration to reset.