You can view the previous release notes here.
Week 48, release 207 – Platform stability & quoting reliability
Release Date: 2025-12-02
This release focuses on quoting stability, PSA sync reliability across ConnectWise, Autotask, and Halo, and several improvements in Marketplace data accuracy and storefront behavior. We also resolved multiple high-impact issues detected through platform monitoring.
🎉 New Features
Profit & margin in quote view
The quote detail panel now shows profit and margin at a glance, helping sales teams validate pricing without downloading or exporting quotes.
Widget & template API enhancements (premium)
The Public API now supports creating and updating templates and widgets, enabling automated content setup and synchronisation with CMS tools.
Locked “viewer license” profile (premium)
A new read-only user role is available, allowing safer customer and internal stakeholder access without editing rights.
Multilingual widget content
Widget product names and descriptions can now be localized, improving storefront usability for multi-region partners.
⚡ Improvements
Marketplace & distributor data accuracy
A new weekly Marketplace cleanup job improves catalog freshness by removing stale entries and triggering full distributor re-syncs.
Enhancements were made for Dicker Data AU, CMS, Alloys, Dynamic Supplies, Synnex AU (GST correction), and Ingram dropship availability.
PSA sync quality (CW, AT, Halo)
Multiple sync correctness improvements were made across platforms:
ConnectWise description updates now sync correctly.
Unmapped Autotask service codes no longer generate invalid records.
Halo opportunity type selection is now restricted to imported types.
Storefront approval flow
External approvers now receive a dedicated email template, improving clarity and reducing approval-loop confusion.
User management fixes
Improved wording and behavior around user deletion, ConnectWise login (CW Member only), and viewer-role safety.