Configure approval rules for purchase orders based on pricing thresholds. When a PO exceeds a set amount, approval from a designated approver is required before submission to the distributor. Approvers receive an email with a direct link to review and approve the PO, streamlining compliance and internal controls.

A clear call-to-action has been added to the Pax8 integration page, guiding users on how to proceed when no Pax8 account is connected.

When required by vendors, users are now prompted to provide end-user name, email, and phone before submitting an order. This information is included in the order notes sent to the distributor, improving order processing and reducing delays.

Subscription signup options and links have been updated to reflect new pricing and plan names across all currencies.

Users can now click on phone numbers within the platform to initiate calls directly. This feature enhances efficiency for sales teams making frequent calls.

Support for PB Data and Synnex distributors has been added to streamline procurement processes for Australian customers. This update ensures compatibility with regional distributors and improves operational efficiency.

The Admin interface has been completely redesigned to improve usability and navigation. Key updates include:

These changes provide a more intuitive and streamlined experience for administrators.

The Tech Data integration has been updated to support US customers with region-specific endpoints and authentication. Additionally, order status updates are now fetched automatically every 12 hours, with a manual fetch option available on the order page.

The term "Company" has been replaced with "Manufacturer" across product labels, filters, and bulk editors to reduce confusion among users.

Inactive services are now automatically unlisted in Salesbuildr when marked inactive in PSA, eliminating manual intervention and ensuring data consistency.

Users can now select a currency for Pax8 integrations, ensuring accurate pricing based on their chosen currency during account setup.

A streamlined setup process for Halo PSA integration has been introduced, including configurations for company types, product mappings, and opportunity stages. This enhancement builds upon the previously released feature TN-5944.

Resolved an issue where unlisting a contact caused an unspecified error due to invalid phone number validation. Error messages are now displayed correctly.

Quick quotes now adhere to default opportunity settings, ensuring consistency across all opportunity creation methods.

Roles created in Autotask now sync automatically within 10 minutes without manual intervention.

Filters on the Opportunity page have been updated to ensure values dynamically change based on the selected filter criteria. This improvement resolves inconsistencies and enhances the accuracy of data visualization for users.

Inactive opportunity categories in ConnectWise are now automatically hidden from view in Salesbuildr. This ensures that only active categories remain selectable, improving data accuracy and user experience.

Resolved an issue where services in ConnectWise were not updating correctly in Salesbuildr. All service fields now sync seamlessly, ensuring data consistency between the platforms

Resolved an issue where opportunity values were being overwritten when a quote was created under the opportunity. This fix ensures that existing opportunity settings remain intact unless explicitly updated.

Resolved an issue where product prices displayed on the product page differed from those shown within the product details. Prices are now consistent across all views, ensuring accurate and reliable pricing information.

MSP users can now access Salesbuildr Terms of Service and Privacy Policy directly via the menu pulldown.

Introduced bulk edit and delete functions for categories, making it easier to manage large lists. Deleting a category now warns users about uncategorized products, ensuring better onboarding workflows.

A new feature has been added to simplify product pricing management. Admins can now clear explicit prices, costs, and markups for products with MPNs through a dynamic pricing automation tile on the dashboard. This ensures that sales prices are automatically calculated based on cost price and category markup, streamlining pricing workflows.

Click Configure;

Added new dashboard tiles to guide users in setting up email templates and signatures, as well as customizing page styling. These tiles are removed once the respective tasks are completed.

All imported product categories now default to "Enable company visibility whitelist" and are set with a 20% markup. This ensures consistency and simplifies provisioning during onboarding.

Resolved an issue where items with a one-time setup cost of zero were still displayed on the overview. These items are now hidden to improve clarity and reduce unnecessary information.

Improved clarity of multi-currency pricing by updating labels and removing redundant elements. This ensures users can easily set fixed exchange rates for products.

Resolved issues where deal types were incorrectly updated during sync and opportunities without quotes had their values reset to zero.

Fixed bugs related to default tax settings and short descriptions not appearing on quotes. These settings now function as expected.

Addressed issues preventing product synchronization due to missing distributor mappings. Mapping is now mandatory during PSA setup to avoid sync failures.

Fixed an issue where submitted procurement orders were incorrectly marked as "New" in Autotask. Orders will now correctly display the status as "Submitted," ensuring accurate tracking and reporting.

Fixed an issue where one-time setup costs with a value of 0 were still displayed in the quote overview. These items are now hidden to improve clarity and streamline the quote presentation.

Resolved an issue where bundles added as add-ons in quotes could not be edited. The edit button is now available, ensuring flexibility in modifying bundled products within quotes.

Resolved an issue where regular users in advanced tenants were unable to access whitespace functionality. Permissions are now correctly assigned, ensuring all users can utilize advanced features.

Connecting a PSA is now more efficient with automated company type mapping, reducing manual input and minimizing errors. Existing mappings are retained, and unmapped values prompt the user for selection - streamlining partner onboarding.

Salesbuildr now supports ticket creation in ConnectWise. Users can configure default values such as board, SLA, and priority in a dedicated admin panel, ensuring seamless ticket management.

Users can now refine searches with AND/OR operators, enabling complex query building for better customer segmentation. A new intuitive interface enhances usability.

Categories are now automatically divided into main and subcategories during imports from Autotask and ConnectWise, ensuring better organization with no manual adjustments needed.
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The "Configure your PSA integration" tile now consolidates multiple PSA setup options into a single streamlined interface, improving UI clarity and making configuration easier than ever.

Resolved an issue where large numbers would be truncated in PDF exports, ensuring all figures are fully visible.

Dicker Data customers in New Zealand will now correctly see NZ$ instead of AU$ for pricing.

Users can now add contacts even if their email exists under another company, increasing flexibility in contact management.

Corrected an issue where specific images were not appearing in exported PDFs, ensuring all visuals are displayed as expected.

Previously, newly created companies would sync immediately, but their contacts wouldn’t sync unless manually forced. This has been fixed so that both sync together automatically.
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Enhanced search functionality across the platform. Added search rules to improve results in the add-on search, marketplace, and other fields. Fixed issues where searches ending with a space would break results. Improved search consistency across different product listings.

Salesbuildr now fetches ticket charges from Autotask and adds them to the PO list. Ensures all sold items appear in a single workflow.
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Customers can now configure their RoutIT integration themselves. Added a "Test Connection" button. Made input validation foolproof. Ensured that passwords are properly masked.
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The multi-language feature is now available to all users via the profile menu. MSPs can decide if they want to enable it via the localization settings. English remains the default language.
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Updated the default font for new Salesbuildr accounts. Ensured that newly deployed accounts load with the updated font by default.

Resolved an issue where table columns were not adjustable in quote content widgets. Now, table behavior is consistent across all sections.
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When a company status in Hubspot changes to 'opportunity', create the company and contact person in Salesbuildr.
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Removed the 'show all' option in filters to make the UI more consistent and logical.

Fixed an issue where the summary table was not appearing in the generated PDF. Ensured correct rendering for all users.

Fixed an issue where the e-signature was missing from PDF exports. Resolved an issue where an extra blank page was added to the PDF.

Fixed a bug where individual bundle items were displayed in the summary table, even when they were set to be hidden in the quote. The summary table now correctly follows quote settings.

Fixed an issue where updated service prices in Autotask were not reflected in Salesbuildr. Ensured real-time synchronization of pricing data.
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Button to check RoutIT integration configuration [TN-4549]
Added a button to the integrations page to check RoutIT configuration without triggering an error.
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RoutIT products and service handling extension [TN-4608]
Extended logic to handle cases where a service has both a setup fee and a recurring cost.
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Allow self-configuration of RoutIT integration [TN-4890]
Added UI improvements for self-configuration of RoutIT (without help of the onboarding team), including a “test connection” button and indexing of products after saving.

Show an icon in the whitespace tile for the opportunity with the highest margin [TN-4901] Added a visual indicator for the whitespace opportunity with the highest margin. Adjusted logic to only display the icon when one opportunity has the highest value.
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Add tiles to the dashboard for Whitespace insights – Billing Insights [TN-4923]
Introduced new Whitespace dashboard indicators to highlight billing discrepancies, focusing on underbilling detection.
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Allow product multi-select and search when creating a ‘quick quote’ [TN-6043]
Improved the quick quote flow to allow multi-select and better product search visibility. This enhances the user experience when having to select multiple products and services for your quote.
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Send preferred distributor to Autotask on product sync [TN-6107]
Optimized Autotask sync to only include preferred distributors, reflecting Salesbuildr distributor selection in Autotask.

Fetch ticket charges from Autotask and add them to the list of PO items [TN-6193]
Ticket charges from Autotask are now included in Salesbuildr’s purchase order workflow.

Distributor Integration: Bluestar [TN-6180]
Integrated Bluestar as a supported distributor.

Allow language selection in the profile menu [TN-6228]
The language selection option is now available for every user. Options are dependent on the languages enabled on the tenant by the tenant admin.
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Quote: Multiple choice “minimum amount” [TN-6118]
Fixed a bug where customers could approve a quote without selecting the required minimum options.

Summary table displays individual items in a bundle when hidden in quote [TN-6195]
Fixed an issue where hidden bundle items were still appearing in the summary table.

When choosing “I want to sell”, don’t show the blue plus icon if the customer already has this exact service [TN-6199]
Adjusted UI to prevent duplicate service additions.

HALO PSA Integration (private beta) [TN-5251]
Added comprehensive support for Halo PSA as a new Professional Services Automation system integration option, expanding our PSA ecosystem beyond existing integrations.

Pipeline Stage Mapping [TN-5985]
New functionality allowing users to map Salesbuildr pipeline stages to Halo PSA status and pipeline stages, ensuring consistent workflow management across both platforms.

Opportunity Field Mappings [TN-5992]
Implemented bi-directional opportunity field mapping between Salesbuildr and Halo PSA, enabling seamless data synchronization for opportunity management.

Quote Status Mapping [TN-5998]
Added the ability to map quote statuses between systems, ensuring quote lifecycle states remain synchronized between Salesbuildr and Halo PSA.

Recurring Item Frequency Mapping [TN-5999]
New feature to map recurring frequency settings between platforms, maintaining consistency in recurring item management across both systems.

Supplier Management [TN-6005]
Enhanced support for managing Halo Suppliers within Salesbuildr, including automatic pulling of supplier information such as SKU, cost, and pricing details.

Whitespace Integration [TN-6006]
Integrated Halo PSA data with Whitespace functionality, expanding reporting and analysis capabilities.

Initial Sync Tools [TN-6024]
Developed comprehensive tools for the initial synchronization of companies, users, and contacts between Salesbuildr and Halo PSA.
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User-Defined Fields [TN-5733]
Added support for user-defined fields in Connectwise Companies, providing greater flexibility in data management.
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Bulk Edit Enhancement [TN-6215]
Implemented billing interval functionality in bulk edit for products, streamlining the process of updating billing information for multiple products.
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Product Type Updates [TN-6216]
Added a new button to efficiently update product types, improving product management workflow.
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Australian Distributor Support [TN-6086, TN-6088, TN-6089]
Added integration support for major Australian distributors including Dicker Data, Bluechip, and Leader Systems, expanding regional capabilities.
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Services Handling [TN-6133]
Enhanced services handling to prevent unwanted PSA updates, improving control over service-related data synchronization.

Quote Approval Filter [TN-5371]
Fixed an issue where internally approved quotes were incorrectly appearing in the "Waiting your approval" filter.

Widget Lock Access [TN-6253]
Resolved an issue where locked widgets were preventing access to entire quotes.

Summary Table Display [TN-6226]
Corrected display errors in quote summary tables.

Product Identifier Errors [TN-6241]
Added a retry button for "product has no external identifier" errors, improving user experience when handling product synchronization issues.

Contact Selection [TN-6257]
Fixed issues preventing contact selection when creating quotes.

Price Display [TN-5692]
Resolved an issue where product prices were not displaying in the product overview.

Inventory Display [TN-5881]
Fixed incorrect inventory display when no inventory exists in Autotask, preventing false inventory information.

Product Editing [TN-6225]
Corrected issues preventing product editing capabilities.

Labor Import [TN-6251]
Improved functionality for importing labor items, ensuring proper recognition and import of labor IDs.

Dashboard Consistency [TN-6197]
Standardized dashboard tile heights for improved visual consistency and professional appearance.

Term Combobox [TN-6227]
Removed inappropriate "one-time-setup-price" option from Term combobox, preventing confusion in pricing setup.

Dashboard Tile Display [TN-6184]
Fixed display issues in the "Configure your defaults" tile, removing unwanted code display.

Product Sorting [TN-6069]
Corrected issue where product sorting would change unexpectedly after saving changes.

User Login [TN-6234]
Fixed login issues for users who were receiving incorrect access forbidden messages.

Template Editor Roles [TN-6011]
Resolved issues with external users' template editor role assignments, ensuring proper access rights.

Widget Copying [TN-6189]
Fixed issues preventing proper copying of widgets and saving of original widgets.

New Product Visibility [TN-5614]
Corrected visibility issues for newly created products in item widgets, ensuring immediate availability of new products.

Link Settings [TN-5373]
Fixed the "open in new window" setting functionality in widgets, ensuring proper behavior of external links.

Autotask Shipping Sync [TN-5615]
Improved synchronization of shipping information with Autotask, ensuring accurate transfer of shipping details.

Distributor Sync [TN-5556]
Fixed an issue with distributor synchronization, ensuring reliable data transfer between systems.

Category Visibility [TN-5713]
Corrected visibility settings for non-public categories, ensuring proper access control.
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Renewal Proposal Option [TN-5414, TN-5430]: Added a "Renew All" button to allow users to add all services from different contracts to a renewal proposal. Additionally, when creating a renewal proposal, there is now an option to add services to an existing quote.
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HubSpot Authentication [TN-6154]: Added a button to allow users to update their HubSpot authentication scopes.

Fixed an issue where users could not continue filling contact data in the modal if the automated information fetch failed [TN-5159].

Resolved a bug where text disappeared from a quote when it was retracted and then edited [TN-5685, TN-6039].

Addressed a bug where prices could be edited on a quote after it had been sent [TN-5827].

Resolved an issue where a quote with a shipping option toggled on would be copied with the shipping option toggled off [TN-5794].

Fixed an issue where the financial summary was not displaying VAT or Sales tax [TN-5796].

Resolved a bug where the discount was not applied to one-time item bundles [TN-5859].

Fixed an issue where in a specific case the original price wasn't crossed through when a new price was added to a product in a quote [TN-6187].

A fix has been implemented to ensure that the correct billing cycle is used for products in quotes [TN-6172].

A duplicate scroll bar that could appear in the 'manage settings' modal in the quote editor is resolved [TN-5920].

Resolved an issue where the "automatically change price based on currency" options were visible when not needed [TN-6175].

Fixed an issue where products imported from the marketplace could not be found directly [TN-5679].

A bug was fixed where deleting a product and then recreating it would trigger a message that a product with the same name existed [TN-5879].

An issue where default product settings were not working correctly for the "is serialized" option has been resolved [TN-6109].

A bug has been fixed that was causing a new product to be created when importing an existing product with a different case [TN-6192].

Resolved an issue with long descriptions of products syncing to ConnectWise with HTML code showing [TN-5897].

An issue was resolved that caused contacts to sync with a delay [TN-5738].

Fixed an error encountered when saving a company due to an unexpected character [TN-5741].

Resolved an issue where contacts created in ConnectWise were not automatically syncing to Salesbuildr [TN-6113].

An issue where deleted contacts were not being moved to inactive has been resolved [TN-6119].

Fixed a bug where a 0 quantity on a quote would create errors in ConnectWise [TN-6129].

Addressed an issue that could cause a crash when opening product import [TN-5686].

The issue where the Product ID could be altered after syncing to ConnectWise has been resolved [TN-6143].

The issue where opportunities created in Salesbuildr were not immediately created in Connectwise has been resolved [TN-6121].

Resolved an issue where ConnectWise issues list showed errors when synchronization to ConnectWise was disabled [TN-6131].

The issue with multiple mapping screens opening at the same time when setting up Connectwise has been resolved [TN-6139].

A fix was implemented to ensure that opportunity statuses are fetched automatically when using the ConnectWise integration [TN-6140].

A bug was fixed that caused the contract expiry tab to show all categories when filtering by contract category [TN-5374].

Changed the default font to a nicer looking one, which is used when creating a new Salesbuildr account [TN-5230].

Fixed an issue where the filters in the quote widget would default to "display all" under the "status" category [TN-5374].

Corrected an issue where the max categories markup and credit limit values were not aligned on the left [TN-5936].

Resolved an issue where the user ID was not visible in the Admin > User section [TN-6120].

Fixed an issue where the color of the heading style in a widget could not be changed [TN-6194].

The issue where help center articles were not loading has been resolved [TN-6071].

Addressed an issue where a crash could occur when adding a video widget and image widget [TN-5900].

Fixed a bug where internal inventory was displayed in EUR instead of USD for a US customer [TN-6075].

An issue with the 'lock' flag in widgets has been resolved [TN-6009].

Fixed an issue where an excel attachment could not be opened from a quote [TN-6023].

An issue where a user could accept a quote without explicitly accepting terms and conditions has been resolved [TN-6117].

A bug was fixed that could cause a crash when editing a procurement order [TN-5795].

Resolved a bug where the first word was not visible when editing text in email templates [TN-5633].

Implemented additional measures to ensure that email notifications are sent after a quote has been approved [TN-5741].

Dashboard Tiles [TN-5584]: Fixed some inconsistencies that could occur between what is presented in dashboard tiles and what is shown when clicking on the widget.

Quote Notifications [TN-5738]: Implemented a flag to control whether a notification is sent to the recipient when a quote is marked as sent.

Opportunity Page [TN-5738]: Fixed an issue where a spinner appeared when loading the tiles on the opportunity page.

User Roles [TN-6148]: Fixed a bug that could prevent user roles from being changed.

Product Display [TN-6149]: The "Hide products that are not in stock from end customers" setting now applies to storefront only.

User Mapping [TN-6150]: The issue where a user was displayed as "not mapped" has been resolved.

Quote Signing Certificate Page [TN-5971]: A quote signing certificate page is now added to signed quote PDFs. It includes information like status, approver, IP address, date, time, and a full audit trail of changes to the quote.
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Electronic Signature Agreement [TN-5971]: A checkbox and text have been added to the signature page to ensure users agree to use electronic signatures and provides guidance in case the user does not want to agree with using electronic signatures. This new feature assures firm compliance with law and regulation on the use of digital signatures in business transactions.
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Email Templates Language Configuration [TN-2497]: Email templates can now be configured to support multiple languages. The system will use the quote's primary language when sending emails. If a translation isn't available, the default language will be used. This feature applies only to customer-facing emails.
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AI Translation for Email Templates [TN-2497]: Email templates can be manually configured or use AI to generate translations. An overview of templates will indicate available languages.
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Language Selector Relocation [TN-6099]: The language selector has been moved from the left menu to the "Manage my profile" section

Customer Labels Filter [TN-5262]: The whitespace page now has a filter to display companies based on customer labels.
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Product Labels as Filters [TN-5262]: Product labels can be added as filters to the whitespace, allowing you to filter by tagged products and services.

Service-Specific Opportunity Creation [TN-4860]: When a specific service is selected, an opportunity can be created even if the account already has other services under the same billing code.
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Tile Color Indication [TN-4860]: Tiles will now display as blue if a customer does not have the selected service, even if they have other services in the same group.
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Service Code Notes [TN-4872]: Notes can now be created for specific service codes. Tiles will show an icon if a note exists, which will display the notes when clicked.
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Consolidated Columns [TN-5626]: Whitespace columns are now consolidated by name, including Service Code, Material Code, or a combination, with clear indication of the data type in the column.

Service Bundles Display [TN-5906]: Contracts using service bundles will now display data within the whitespace and contracts, without needing to import the bundle itself.

Add Customer name to Purchase Order overview and link them to AT and Company page inside SB [TN-4998] The customer name is now included in the Purchase Order overview, with links to Autotask (AT) and the Company page.
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When submitting a Purchase Order, check for required settings fields [TN-5865] The system now checks if the required settings for purchase orders are available when submitting a Purchase Order. If not, a link to the settings page is displayed.
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Custom Field Mapping [TN-6022]: Custom fields can now be mapped between Salesbuildr and Connectwise
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Opportunity Types Sync [TN-6114]: Opportunity types are now synced from Connectwise to Salesbuildr
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Price Changes Sync [TN-6116]: Price changes on quotes will now sync to Connectwise opportunities

Renewal Proposal Workflow [TN-5663]: The workflow for creating a renewal proposal will now skip services that are not imported, while continuing with the process
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Locked Widget Editing [TN-6016]: Locked widgets and their products on a quote cannot be edited without the "quote.manage" permission.
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Manual Currency Prices [TN-6106]: Users can now set manual prices for products in different currencies, overriding the automatic conversion rates.
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Autotask Webhook Report Location [TN-6145]: Moved the "autotask-webhook-report" page to the admin > autotask section
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New Service and Labor Buttons: New buttons to create services and labour have been added to the product page​
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Top-Right Menu [TN-6075]: A new top-right menu has been added, which includes profile, company, favorites, settings, and subscription options. The log out button has been moved to this menu
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Whitespace Data Duplication [TN-5626]: Fixed an issue where the whitespace module showed duplicate data

Whitespace Broken Functions [TN-5626]: Resolved an issue where some columns in the whitespace were not clickable

Copied Cover Page Error [TN-6037]: Resolved an issue where copying a cover page from one tenant to another failed
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Copaco Connection Failure [TN-6090]: Fixed an issue where the Copaco connection failed
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Connectwise Products Not Appearing [TN-6091]: Resolved an issue where new products did not appear in Connectwise opportunities
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Quote Template Text Issue [TN-6115]: Fixed an issue where additional text appeared on quotes even if not present on the template
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Date Range Picker Issue [TN-6163]: Resolved a problem where the date range picker was not functioning on the quote list page
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Localization Content Display [TN-6164]: Fixed an issue where content was not displayed when clicking the edit icon in localization
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Recurring Product Pricing [TN-6168]: Ensured recurring products do not have a one-time price
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Quote PDF Variables [TN-6157]: Fixed an issue where quote PDFs displayed variables at the bottom
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Spinner after Creating Bundle [TN-6176]: Fixed an issue where a spinner appeared after creating a bundle within a quote
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Product Edit Issue [TN-6177]: Resolved a problem where clicking a product in a quote did not allow editing