You can view the previous release notes here.
Week 25 - release 197
Release 197 continues our momentum in platform improvement, delivering key features that enhance quote workflows, strengthen distributor integrations, and resolve longstanding user-reported bugs. Highlights include advanced quote approval visibility, marketplace product access from the quote editor, and expansion into new supplier regions like Canada.
🚀 Major Features & Enhancements
Advanced Internal Quote Approval Status [TN-4098]
Improved clarity in approval workflows by introducing a “Waiting Internal Approval” status. This change helps users distinguish between internal and customer approvals more effectively across quote summary, overview, and approver views.Marketplace Products from Quote Editor [TN-6900]
Users can now directly browse and add marketplace products from within the quote editor, streamlining the quoting process without needing to exit the page. Imported products are automatically categorized and added to the product catalog.
HaloPSA Enhancements - Items Received Sync [TN-6925]
Strengthening the HaloPSA integration, items marked as "Received" in Salesbuildr now sync to Halo Purchase Orders. This ensures asset creation and receipt tracking remain consistent across systems.
Enhancements
Distributor Connection Management Overhaul [TN-6810]
Improved the Distributor tab UI for large clients with many connections:Alphabetical sorting in dropdowns
Grouping by region (e.g., NL, AUS, NZ)
Enhanced UX via collapsible sections
and if wants to add new Distributor connection;
🐛 Critical Bug Fixes
Failed Category Deletion Fix [TN-6933]
Users can now delete product categories even if they contain products; items are moved to uncategorized as expected.
Contact Creation Fixes [TN-6883]
Resolved issue where phone, mobile, LinkedIn, and title fields weren't saved on first attempt during contact creation.Quote Line Items Without Tax [TN-6350]
Resolved a bug where some quote line items displayed without tax due to previous exemptions or configuration mismatches.
📊 Distributor & Supplier Updates
Exclusive Networks (Fortinet) Integration [TN-5291]
New distributor integration supporting product, stock, and order sync with Exclusive Networks’ Fortinet platform via API. Includes OAuth 2.0 authentication and documentation support.TD Synnex Canada [TN-6934]
Expanded support for TD Synnex in the Canadian region with SFTP integration.
D&H Canada [TN-6935]
Introduced item, tracking, and discontinued file support over FTP
IngramMicro Canada [TN-6936]
New SFTP-based distributor connection for Canadian MSPs.