Attention: we've made updates to the pricing overview. This used to be a fixed presentation that you could optionally hide on your quote. This pricing overview is now a separate widget type called 'Financial summary'.
This widget offers the existing quote price summary and a new version, a per-line item table-style overview of one-off and recurring items. More on the update in this article below.
You can view the previous release notes here.
Week 47
Contract expiration visual overview (TN-5226)
We've added a new tab to Whitespace that brings a visual presentation of your future contract expirations for the next 12 months. This allows to easily identify these future expirations and it allows to quickly see the contract details and send a renewal proposal.
This feature is yet another step into helping our customers towards more commercial succes.
The contract expiration overview can be found here:
By clicking on one of the tiles, you can see the contract details and have the option to create a renewal proposal:
Subscription Management Improvements (TN-5255, TN-5256, TN-5933)
We've added subscription management to Salesbuildr. This feature allows you to easily review your subscription status, update your payment method and update your customer records. We've also added automatic user count synchronization to assure that billing is always in sync with the actual paid user count.
Public API Enhancements (TN-5862, TN-5870)
After releasing our public API in week 45, we already announced a few more endpoints. These are now available:
Added endpoint for PDF document downloads
Introduced batch product creation capability via API
Improved API documentation and usability
Pax8 Integration Updates (TN-5926, TN-5932)
Based on customer feedback, we made a few improvements for our Pax8 integration:
Implemented nightly customer indexing
Extended integration configuration access to all administrators (previously limited to Salesbuildr staff to activate)
Bug Fixes
Connectwise:
Resolved an issue with expected close date in the opportunity sync (TN-5650)
Fixed a product category mapping sync issue (TN-5916)
Resolved a security permission error during actions (TN-5918)
Fixed an issue that could arrise during the initial onboarding sync (TN-5931)
Microsoft Dynamics:
Fixed an issue where changed quotes weren't including previous items (TN-5888)
Hubspot:
Resolved an issue that could occur during initial sync process (TN-5919)
Platform Improvements
Fixed login loop issue for users with multiple email addresses (TN-5829)