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Release notes

This article contains the latest Salesbuildr release notes

Updated this week

You can view the previous release notes here.

Week 17 - release 193

This release brings major enhancements to procurement automation, deepens Halo PSA integration, introduces new distributor support, and delivers a wide range of usability improvements and critical bug fixes.

New Features

  • Purchase Order Approval Workflow [TN-4999]

    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.

  • Halo PSA: Automated Sales Order and Purchase Order Creation

    • Sales Order Creation [TN-5921]

      Creates a Halo Sales Order with all quote line items when a quote is accepted in Salesbuildr.

    • Purchase Order Push [TN-5922], [TN-6004]

      When a quote is won, the customer’s PO number is captured and pushed to the Halo opportunity. The quote PDF is attached, and the opportunity is marked as "won" for accurate record-keeping and procurement tracking.

  • New Distributor Integrations

    • GoWireless (NZ) [TN-6489]

      Added support for GoWireless, allowing procurement via CSV price lists or direct links for New Zealand customers.

Improvements

  • Pax8 Integration: Empty State CTA [TN-6327]

    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.

  • Procurement: Vendor End-User Information Capture [TN-6523]

    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.

  • Product Category Management

    • Relocate Products When Removing Category [TN-6625]

      When deleting a product category, users can now easily reassign products to another category, preventing uncategorized items.

    • Default Category for Halo PSA [TN-6628]

      Products without a mapped category from Halo PSA are now assigned to a default "Uncategorized" category.

  • UI Consistency and Usability

    • Standardized Button Labels [TN-6601]

      All setup/configuration tiles now use consistent "Configure" labels.

    • Distributor Setup Button [TN-6602]

      The distributor setup link is now a clearly styled button for improved visibility.

  • Subscription Options Update [TN-6667]

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

Bug Fixes

  • Procurement & Approval

    • Confirmation Email Not Sent [TN-6493]

      Ensured confirmation emails are always sent when a quote is accepted, regardless of previous flags.

    • Vendor End-User Info Requirement [TN-6523]

      Orders now prompt for required end-user info, preventing vendor holds.

  • ConnectWise Integration

    • Opportunity Won Date [TN-6747]

      Fixed an issue where the expected close date was incorrectly used as the won date in ConnectWise.

    • Sales Tax Checkbox Sync [TN-6753]

      The taxable status of products now syncs correctly from ConnectWise to Salesbuildr.

  • Product and Quote Management

    • Default Markup Not Applied [TN-6658]

      New products now correctly inherit default markup from their category.

    • Quote Product Viewer Visibility [TN-6594]

      Product viewers can now see all relevant product details in quotes.

    • Quote Description Removal [TN-6672]

      Users can now remove product descriptions from quotes as expected.

    • Product Issues in Quotes [TN-6594]

      All product details (MPN, distributor, cost, margin) are now visible to product viewers in quotes.

    • Quote Creation Refresh [TN-6649]

      Quotes created from the opportunity page now appear immediately without needing a page refresh.

  • General Platform Fixes

    • Email Setup Guidance [TN-6621]

      Improved messaging and navigation for email domain and signature setup.

    • Explicit Pricing Button Visibility [TN-6620], [TN-6657]

      The explicit pricing button is now only visible after PSA is configured.

    • Whitespace Quote Indicator [TN-6647]

      The "I want to sell" button now correctly indicates if an open quote already exists.

    • Pax8 OAuth Token Refresh [TN-6679]

      Automated daily job created to refresh Pax8 OAuth tokens, preventing integration failures.

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