[ConnectWise] Delivery Site Synchronization [TN-6905]
Enhanced ConnectWise integration to support delivery “Sites”. Quotes now sync delivery addresses accurately, enabling correct location selection for shipping and tax calculations.

[ConnectWise] Inventory Location Toggle [TN-7343]
Introduced a toggle between Bin-level and Warehouse-level inventory views, allowing users to choose how inventory data is displayed.

[ConnectWise] Territory Synchronization Improvements [TN-7459]
Resolved mismatches between territory and location fields, ensuring accurate opportunity synchronization.

[Halo] Populate Contract Duration in Number of Periods [TN-7586]
Salesbuildr now populates the Number of Periods field in Halo when pushing recurring products. This ensures contract durations beyond 12 months (e.g., 24 or 36 months) are accurately reflected, allowing Halo to calculate contract value and profit over the full term. Make sure that contract durations are configured under Manage settings.

Email Delivery Reliability [TN-7408]
Fixed critical issue where sent quotes were not received by recipients.
Improvements include:

Display Lease Duration in Words [TN-7641]

Lease durations and the “after first month” variable now display in words (e.g., 60 → “sixty”, 59 → “fifty-nine”) for all supported locales, improving readability in leasing solutions.

Improved Email Attachment Messaging [TN-7603]

Updated quote email notifications to replace the “Failed to attach Quote PDF” message with a direct link to the quote PDF, ensuring recipients can always access the file easily.

Suppression of One-Time Prices for Leasable Products [TN-7626]

Improved quote pricing clarity by hiding one-time prices and totals for leasing-eligible products. Only non-leasable items now contribute to standard one-time totals.

Customer Company Logo Variable [TN-7567]

Introduced a new template variable for customer company logos, enabling partners to personalize quotes and proposals with client branding for a more professional and consistent appearance. See the list of variables in this article.

Signature Variable Enhancement [TN-7552]

Improved the {{quote.signatures}} variable to include full names (first, middle, and last), ensuring complete and professional signer details in quote templates.

Opportunity ID Variable for Emails [TN-7592]

Added a new variables to include the external Opportunity ID and link in email templates, enabling clearer reference and linking to PSA opportunities (Halo, Autotask, ConnectWise).

Handle Invalid Target Dates on Opportunity Sync [TN-7608]
If the Target Date in Halo is not mandatory and saved as 1900-01-01T00:00:00, Salesbuildr now sets the Expected Close Date to null. Users must fill in the Expected Close Date before creating a quote.

[Product] Import Error Handling [TN-7267]
Improved error handling when importing products with missing media or broken links. Users now receive clearer prompts for faster troubleshooting.

[Distributor] Backshop (NL + BE) Integration [TN-7434]
Added new distributor integration for Backshop (Netherlands and Belgium), including support for product data such as SKU, pricing, stock, and categories.

[Product] MPN as Product ID Option [TN-7383]
Introduced a toggle to use Manufacturer Part Number (MPN) as the product ID.