[Pax8] allow selecting term+commitment through a dropdown on the quote item [TN-5927]
Users can select a term and commitment for Pax8 offerings when creating products, enabling full control to users which variants they want to make available. In quotes, you can select the prefered term and commitment from a dropdown menu on the quote item. When a different option is selected, the price and cost are updated accordingly, and a warning dialog is displayed to notify the user of the changes.
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Implement multi-language support throughout the platform [TN-5231]
Salesbuildr now allows to select the prefered language. This selection feature can be found on the dashboard today but will move to the profile menu before end of this year.
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Add button to fetch latest prices of all items on the order [TN-2988]
This feature allows users to update the pricing for all items on an order with the click of a button. This allows to do a last-minute check on pricing before placing an order.
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Procurement: Streamline purchasing by only including quotes that have completed the won-quote process in the procurement list [TN-4060]
This update enhances the procurement process by only displaying quotes that have gone through the "Won Opportunity" wizard and are linked to a sales order in the PSA.

Procurement: Enable manually processing a PO inside SB [TN-4839]
Users can now manually process purchase orders within Salesbuildr. This functionality provides flexibility for users to manage POs outside of any integrated systems, allowing for greater control and customization in specific scenarios.

Purchase Order: offer option to dropship [TN-5115]
This feature adds the option to enable dropshipping at the quote level and provides the ability to edit the shipping address for purchase orders. This enhancement streamlines the dropshipping process for orders that are fulfilled directly by the supplier.
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Procurement: Check if item needs procurement [TN-4818]
Items that do not require procurement are now excluded from the order items list and are not added to the PO. Users can select items that do not need procurement, triggering the creation of a ticket with associated charges in the PSA. This ticket is linked to the quote and displayed in the quote details, improving tracking and management of these items.

Procurement: Hide the Place an Order button when the order is already submitted [TN-5000]
The "Place an Order" button is now hidden when an order has already been submitted. This user interface improvement prevents accidental duplicate order submissions and clarifies the order status for users.

Add a "description" field when creating a ticket, that's propagated to AT/CW [TN-5202]
A new "description" field has been added to the ticket creation process. This description is propagated to Autotask/ConnectWise, ensuring consistency and providing context across different systems.

Procurement: Streamline purchasing by only including quotes that have completed the won-quote process in the procurement list [TN-4060]
This fix addresses an issue where quotes that had not completed the "Won Opportunity" wizard and were not linked to a sales order in the PSA were incorrectly included in the procurement list.

Opportunity: SB does not pull in new opportunities from Dynamics (native plugin) [TN-5854]
A bug that prevented Salesbuildr from pulling in new opportunities from Dynamics using the Salesbuildr plugin has been resolved.

Quote: Add-on dialog is unresponsive [TN-5956]
The "Add-on" dialog, which was unresponsive when attempting to add add-ons to a line item in a template, has been fixed. This improvement enhances user experience and restores the functionality of adding add-ons within templates.

Added endpoint for PDF document downloads

Introduced batch product creation capability via API

Improved API documentation and usability

Implemented nightly customer indexing

Extended integration configuration access to all administrators (previously limited to Salesbuildr staff to activate)

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)

Fixed an issue where changed quotes weren't including previous items (TN-5888)

Resolved an issue that could occur during initial sync process (TN-5919)

Fixed login loop issue for users with multiple email addresses (TN-5829)

Rate limiter for the public API to prevent external sources from overloading the application (TN-5248). Please consult our Fair Use Policy for more information about rate limiting.

Added public API endpoints to create products/services/labor (TN-5398).

Added public API properties for quotes (TN-5815).

Added a public API endpoint to retrieve all categories (TN-5823).

Added a public API endpoint to read a “field” and its associated values (TN-5247, TN-5824).

Added public API endpoints to read/create/update price books (TN-5832).

Added public API endpoints to read/create/update discount groups (TN-5833).

Public API Key Management (TN-5863): Allows administrators to generate a public API key.

In the coming releases we will add more endpoints:

Endpoint to batch-create products

Endpoint to download Quotes as PDF file

Sync company owner with HubSpot (TN-5657): Salesbuildr syncs the company owner (account manager) of a company with HubSpot.

Sync primary company contact with HubSpot (TN-5658): The primary contact of a company is synced between Salesbuildr and HubSpot.

Sync selected opportunity contact with HubSpot (TN-5660): Salesbuildr syncs the selected contact of an opportunity with HubSpot.

Add quote link to opportunity note in HubSpot (TN-5661): The quote link is added to the opportunity note in HubSpot.

Add signed quote PDF to opportunity attachment in HubSpot (TN-5662): The signed PDF of the quote is added to the opportunity attachment in HubSpot.

Automatic update of opportunities updated in HubSpot (TN-5788): Salesbuildr automatically updates opportunities that have been updated in HubSpot.

Automatic update of customers updated in HubSpot (TN-5789): Customers updated in HubSpot are automatically updated in Salesbuildr.

Sync opportunity probability with HubSpot (TN-5790): The opportunity probability is synced with HubSpot.

Mapping for opportunity source and sync with HubSpot (TN-5791): A mapping has been added for the opportunity source and is synced with HubSpot.

Prevent the processing of HubSpot updates triggered by a Salesbuildr update (TN-5798): Salesbuildr ignores HubSpot updates triggered by its own updates.

Automatic update of contacts updated in HubSpot (TN-5799): Contacts updated in HubSpot are automatically updated in Salesbuildr.
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Convert won quote to ticket with costs (TN-5022): Salesbuildr can now convert won quotes in ConnectWise into tickets with costs.

Quote link in CW opportunity ticket (TN-5694): The link to the Salesbuildr quote is now added to the ConnectWise opportunity ticket.

Vendor SKU field at the distributor level (TN-5605): A Vendor SKU field has been added at the distributor level for ConnectWise products.

Inventory functionality (TN-5727): Inventory functionality has been added to ConnectWise products.

Group producer added to CW sync queue (TN-5808): A group producer has been added to the ConnectWise sync queue to ensure that only one message is processed at a time for an opportunity.

Prevent the processing of Connectwise webhook calls triggered by Salesbuildr updates (TN-5814): Salesbuildr now ignores ConnectWise webhook calls triggered by its own updates.

Quote view, price check, and download controls on the right side

Arrow button on the top left to hide the widgets overview

'pencil' button inside the widget thumbnail on the left

'+' button to add new widgets between widgets on the left

'delete' button inside the widget thumbnail on the left

Drag & drop widgets to change their order

Add a link to the ConnectWise service [TN-5033]: Connectwise Manage offers a service page that Salesbuildr can link to from the product details page. We added an icon that links to the corresponding Connectwise service page.
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Connectwise onboarding callbacks [TN-5292]: In the process of activating the Connectwise integration in Salesbuildr, callbacks for Connectwise are now automatically installed.
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Support for Connectwise calculated Sales tax [TN-5668]: Salesbuildr now supports using of Sales tax calculated by Connectwise. This allows customers to continue using their Connectwise Sales tax configuration instead of using the native Sales tax calculation feature in Salesbuildr.
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Synchronize opportunity status with Connectwise [TN-5642]: The status of opportunities is now synchronized with Connectwise. Both the Opportunity Pipeline Stage and the Opportunity Status are synchronized.
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Import opportunities from Connectwise [TN-5643]: Opportunities created in Connectwise are now imported into Salesbuildr.

Add the ability to move line items on won quotes to contracts [14 votes] [TN-5286]: We added the ability to move line items on won quotes to contracts: The ability to move line items on won quotes to (multiple) Autotask and Connectwise contracts has been added, with the option to create new contracts or update existing ones.
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Widget template quantity 0 [TN-5621]: Widget templates always had quantity ‘1’ which made it difficult to use widgets as a quote 'checklist' - We now allow ‘0’ as the default quantity.
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Add quote link to AT opportunity ticket [TN-5623]: In some Autotask tenants, engineers cannot see the entire opportunity details once the opportunity is closed, making it difficult to oversee the full scope of a won deal. When creating an Autotask ticket in the Autotask opportunity, the link to the Salesbuildr quote is now included.

Create a new ‘Lite’ user type for Advanced accounts [TN-5353]: For Salesbuildr Advanced accounts, we introduced a 'Lite' user type with view-only rights. This role type is automatically assigned when an unknown user logs in with a trusted domain. Only once the admin changes the role type, the user account type is changed to a paid user.
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Fix cookie session login in the portal (TN-5748): An issue with cookie session login in the portal has been resolved.

Creating a PO results in a spinner (TN-5681): An issue where submitting a note resulted in a spinner when creating a Purchase order has been resolved.

Storefront button missing for end customer [TN-5576]: a bug where the Storefront button was missing for end customers has been fixed.

Internal stock should not be preferred when qty<1: ([TN-5155]): Internal stock is no longer preferred when the quantity is less than 1.
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Rounding issue in Opportunity dashboard ([TN-5755]): A rounding issue in the Opportunity dashboard has been resolved. The value now shows 2 digits and is rounded correctly.

Product description missing in a line item ([TN-5551]): An issue where the product description was missing in a line item on a quote has been resolved. Services are configured to display only the name under the general quote settings.
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Product Catalog: Enable/Disable product features on the category page [TN-4644]: Added a new tab in the category manage dialog to enable/disable product features.
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Make user session timeouts configurable on tenant level [TN-5525]: Customer admin can now select a session timeout option for their tenant. When the session expires, the user is redirected to the login page. After logging in, the user is redirected back to the page where the session timed out.
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Merge quote page types ([TN-5407]): The “content” and “product page” types have been merged into 1 “content & products” page type. The “content” type is deprecated, and the “items” type has been relabeled.
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Note: when you add a 'content & products' page without adding a product, the product table will not be visible in the quote.
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DASHBOARD - Make top row dashboard tiles clickable ([TN-5585]): Dashboard tiles on the top row are now clickable. On click, you will be redirected to the details page with the correct filter applied.

Make the new quote editor functional on mobile screens ([TN-5612]): The new quote editor is now functional on mobile screens.

Have a menu that folds out on hover instead of click ([TN-5588]): The menu now folds out on hover instead of click.
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Purchase Order: Bizcon order did not push trough to AT ([TN-5086]): A bug where a Bizcon order did not push through to Autotask has been fixed.

Permissions: "advanced user" does not have the needed permissions ([TN-5428]): “Advanced user” = a user within a tenant without the [permissions] feature flag. This has been changed so that every advanced (regular) user should have the correct permissions.

Distributor hub: INGRAM: make filename (also the default one) not case sensitive ([TN-5521]): The filename is now not case sensitive.

Issues during Ingram Micro PO creation ([TN-5523]): Several bugs related to the creation of Ingram Micro PO’s have been fixed, including a bug that caused the page to load slowly.

Templates: page breaks in multi-page widgets not working in pdf ([TN-5539]): A bug where page breaks were not working in multi-page widgets in pdfs has been fixed.

Microsoft Dynamics Sync error (when syncing accounts) - intermittent ([TN-5554]): An integration error that occurred when syncing accounts between Salesbuildr and Microsoft Dynamics has been fixed.

Fix dashboard tiles alignment ([TN-5555]): Dashboard tile alignment has been fixed.

Search Magnifying Glass ICON does not open product search in 'add-on' section ([TN-5561]): A bug where the search magnifying glass icon was not opening the product search in the “add-on” section has been fixed.

Category sales tax configuration should be on the root category level ([TN-5565]): Specific taxing on categories is now configurable on root category level.

Whitespace - no horizontal scroll possible ([TN-5568]): Entries were not always visible due to the horizontal scroll bar not showing. The scrollbar is now always visible.

Update documentation: Importing from and syncing to CW Manage ([TN-5569]): The documentation for importing from and syncing to CW manage has been updated.

After creating a company, want to create another company. Link to 'companies' doesn't load companies page ([TN-5571]): This bug has been fixed by making it link to the auth companies page instead.

Storefront: product pages not being able to be opened as end-customer ([TN-5575]): Product pages in the storefront can now be opened by the end-customer.

Quotes: the internal approval button shows as "approve on behalf of" instead of the regular green button with "approve" ([TN-5579]): The internal approval button now displays correctly.

Need the ability in Product/bulk edit to remove specific Vendor Special Pricing from a Product ([TN-5583]): An option to remove a custom distributor price from each product has been added.

Dashboard tiles inconsistencies ([TN-5584]): Several dashboard tile inconsistencies have been fixed. The selection of “my quotes, my team’s quotes, my company’s quotes” is now preserved when clicking through.

Remove unneeded dropdown on products ([TN-5591]): An unneeded dropdown on products has been removed.

Quote: As user with role Company Manager, I see the Order button on draft quotes ([TN-5597]): Company managers can no longer see the “Order” button on draft quotes.

Include future contract and contract items in whitespace analysis and item overview ([TN-5636]): Future contract and contract items are now included in whitespace analysis and item overview.

Connectwise instance has Autotask choice for sales tax ([TN-5651]): Connectwise instances no longer have an Autotask choice for sales tax. The choice is now “Connectwise” or “PSA”.

Customer ask: Visual Indicator for Closed Opportunities in Autotask (TN-4603)
Based on this feature request we've implemented a feature that displays the opportunity status & stage in the quote detail pane. We also added a filter for the opportunity status & stage in the quote list page.

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Salesbuildr Advanced - renaming of 'none' user (TN-5352)
For Advanced subscriptions, we've renamed the 'none' users to 'user'. This means that from now on Salesbuildr Advanced has 2 user types 'admin' and 'user'. This change is a preparation for adding a view-only 'lite' user in Salesbuildr Advanced.
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Hubspot integration - coming soon

The team has spent efforts on preparations and features to support the soon-to-release Hubspot integration (beta).
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Whitespace: add the ability to click through to service on the contract items page (TN-5503)
In Whitespace you are now able to click on the displayed service to easily label or update the service.
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Permissions Issue: Product Viewer Can Edit Products
Resolved a permissions issue where product viewers could edit products. (Bug Fix ID: TN-5440)

Autotask Company Editor Permissions Adjustments
Fixed an issue where Autotask company editors couldn't view contacts but could view products. (Bug Fix ID: TN-5458)

Company Blocking Feature Malfunction
Resolved an issue with the "Block this company from creating quotes" feature, which wouldn't turn off. (Bug Fix ID: TN-5483)

Product Creation Issue for Regular Users
Addressed a bug preventing regular users from creating products in the system. (Bug Fix ID: TN-5486)

Connectwise User Linking
Fixed an issue where Connectwise internal users were incorrectly linked. (Bug Fix ID: TN-5549)

Error Creating Purchase Orders on Autotask
Resolved an issue with purchase orders failing to create properly in Autotask. (Bug Fix ID: TN-5552)

Bundle View in Quotes Malfunction
Fixed a problem where the bundle view in quotes was broken after recent updates. (Bug Fix ID: TN-5553)

Missing Product Data for Copaco
Resolved missing data issues for Copaco in product management. (Bug Fix ID: TN-5590)

Vendor SKU Not Included in Connectwise Data
Fixed the omission of Vendor and Vendor SKU information when synchronizing Connectwise data. (Bug Fix ID: TN-5596)

Quote Images Not Visible
Fixed an issue where quote images were not visible. (Bug Fix ID: TN-5611)

VAT / Sales Tax Rates Configuration (TN-5183):
Salesbuildr now supports the creation and management of multiple sales VAT rates. This feature allows you to set up different VAT rates applicable to various products or services, making it easier to comply with region-specific tax requirements.
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New VAT / Sales Tax Number Input Field (TN-5465):
We have introduced a new VAT number (tax ID) input field on the company details page. This addition ensures that your company records are fully compliant with tax regulations by allowing you to store and manage VAT numbers directly within Salesbuildr.
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Taxability Options for Categories and Product Types (TN-5400, TN-5184):
You can now mark specific product categories and product types as non-taxable or taxable within Salesbuildr. This flexibility helps you manage tax exemptions more effectively, ensuring that your invoicing processes are accurate and aligned with various tax laws.
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Service Coverage Calculation Issue (TN-5550): Resolved an issue where contracts were not correctly displaying the list of service coverages
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Contract Status Visibility (TN-5520): Fixed a bug that prevented contract statuses from being visible in certain views.

Category Search Error (TN-5533): Fixed a bug in the product page where searching by category was not functioning correctly.
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Category Taxability (TN-5450): Addressed an issue where the ability to mark categories as non-taxable was not functioning as expected. T

Widget Editing Bug (TN-5532): Addressed an issue where editing widgets within templates would inadvertently remove labels.

ConnectWise Connection Stability (TN-5514): Improved the stability of the ConnectWise integration, ensuring that data syncs without interruptions.

UI/UX Improvements (TN-5077): Several minor UI/UX issues have been addressed to enhance the overall user experience and improve the interface's responsiveness.
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Performance Enhancements (TN-4987): General performance improvements have been made across the platform, resulting in faster load times and more efficient data processing.

Procurement: Automatic ordering with Ingram Micro
You can now submit your purchase order for Ingram Micro products to Autotask and Ingram Micro directly from Salesbuildr.
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Products: Add the ability to create labels and use these to tag items in your portfolio (TN-4854) You can now add labels and categorize products and services with these labels, making it easier to organize and filter products or easily create an overview of 'must-have' products and services.
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Whitespace: Be able to select the filtering results and apply labels (TN-4963) Whitespace has been upgraded, enabling users to select specific filtering results with the ability to add labels to the selection, like 'top upsell list'.
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Whitespace: Option to view results grouped by HQ/parent company (TN-5070)
You can now select to view whitespace results on a consolidated or individual business level.

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Whitespace: Include Autotask Contract Charges in the contract overview (TN-4982) The contract overview now provides a detailed view of contract charges, offering a comprehensive presentation of all associated costs at a glance.
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Add-ons: Add checkbox to indicate if add-ons are automatically added when selecting a product in a quote (TN-4984) A new checkbox has been introduced in the add-ons section, allowing you to indicate if each add-on should be automatically added when selecting the product, or if it's optional.
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Microsoft Dynamics: Sync entity fields (TN-4995) The synchronization process for Microsoft Dynamics has been enhanced to include entity fields:

Dashboard: Add a dropdown for the quote tiles (TN-3930) A dropdown has been added to the quote tiles on the dashboard, allowing users to filter their own summary or company-wide.
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Dashboard: Add tile that shows average sales cycle duration (TN-4339) A new tile has been added to the dashboard that displays the average sales cycle duration for all opportunities in the previous 12 months.
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Dashboard: Provide sales insights on the opportunity page (TN-4486) More sales insights are now available directly on the opportunity page, offering you a clearer view of your sales metrics without needing to navigate away from the page.
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When multiple contacts exist under the same email, show them separately (TN-4550) Improved contact management by displaying separate entries for multiple contacts that share the same email address. This update enhances clarity.
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Email Templates: Table Lines are showing in email templates (TN-3465) Resolved an issue where table lines were unexpectedly visible in email templates, ensuring that your templates now display as intended.
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Someone without Product editor permission can still edit product fields (TN-5150) Fixed a permissions issue where users without the necessary editing rights could still modify product fields.
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Product: Autotask Billing code does not update after sync (TN-5152) Addressed a bug where Autotask billing codes were not updating correctly after synchronization.
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Microsoft Dynamics: Import products (TN-5209) Resolved an issue related to importing products from Microsoft Dynamics.
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Products: "Hide the products from users" setting not working as expected (TN-5215) Fixed a bug where the "Hide the products from users" setting was not functioning as intended.
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Refactor the Search Service (TN-5126) We have refactored the Search Service to improve performance and maintainability. This change ensures faster and better search results.

Include "description" in searchable product fields (TN-5092) We have extended the reach of product search to include the short product description.
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Improve search results (TN-5096) We have improved the quick search option to work better when searching exact values
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Add ability to unlist contacts (TN-5156) Users can now unlist contacts. This feature provides greater flexibility in managing contact lists.

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Product filter price deviation (TN-5139) this option in the filter section on the left side of the products page, shows all products where the sales price is different from the distributor RRP.
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Copy PO number from Quote to Ticket (TN-5200) The PO number from a quote will now be automatically copied to the corresponding ticket. This enhancement simplifies the process.
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Enable dropship by default for all storefront quote items (TN-4851) Dropship is now enabled by default for all quote items selected in the Storefront module.
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Whitespace: Filter the type of services that are included (TN-5068) We have added a filter to include only specific types of services, or exclude a specific service. This improvement allows for more precise service selection in the Whitespace module.
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Added price deviation filter (TN-5141) You can now enable a filter in the whitespace feature that shows where the sale price differs from the list price.
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Fix company sync (TN-5203) Fixed an issue where syncing a company from Salesbuildr to Connectwise Manage was not functioning correctly.

Account manager update in AT did not propagate to SB (TN-5069) Resolved an issue where updates to the account manager in Autotask did not propagate to Salesbuildr.
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Purchase Order: Link Autotask ticket charges from quotes - Fixed an issue where AT ticket charges were not properly linked from quotes.

Dynamics: When a quote is won and the opportunity is converted - Addressed a bug that prevented proper conversion of quotes to opportunities.

Importer remembers columns that are not present - Resolved an issue where the importer would remember columns that are no longer part of the dataset.
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Whitespace filter issue - resolved an issue where incorrect numbers could be shown when using filters.

Quotes - added the ability to edit notes, fixed an issue where notes were hidden on approved quotes. Fixed an issue where the Terms and Conditions page would be shown when implicit approval is enabled.

Products: Markup still displayed even though we don't have any markup active
​Resolved an issue where markup was displayed on products despite being inactive, ensuring accurate pricing information.

Discount group doesn't work anymore
​Fixed an issue where discount groups were not functioning, ensuring that all discount settings apply correctly.

Purchase orders: Related Ticket not showing on Supplier PO
​Fixed an issue where related tickets were not displayed on supplier purchase orders, improving traceability.

Routit product import - Improved the speed and efficiency of the Routit product import procedure.

Connectwise - fixed an issue that could prevent the import of companies and contacts.

Purchase orders - fixed an issue where the related ticket was not showing in the Autotask Purchase Order.
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Discount group - fixed an issue where discount groups were not functioning, ensuring that all discount settings apply correctly.

Adding Issue and subissue type to ticket template settings

Be able to set the ticket contract

Be able to set the ticket Worktype

Provide Estimated hours

Provide Due Date

Enable Auto Create post sale ticket on customer approval

Allow configuring "exempt from VAT" per line item to be able to support "BTW Verlegd."

We will notify you if there is an invalid payment term selected.

We are adding rule based options to apply transaction and shipping costs

We are working on adding favorite actions to the line item (delete, edit, update, view distributor) so you won;t have to navigate to the side panel

We are working on adding Pax8 to the marketplace so you can add new services to your catalogue from their marketplace and view customer subscriptions from the company, and quote dialogues.

We are working on support to import Dell Premier quotes

We are working on support to import HP i-quotes

You will be able to send a template based email to a list of multiple contacts.

We are adding support to enable you to determine what product specifications can be used as filters for end customers on the storefront category pages.

Someone from the company-type MSP should be able to prepare a cart and share the cart for review with their customer.

When a new company signs up, you can have them fill in custom fields that will update the related fields in Autotask, Connectwise or Dynamics. For example IBAN, VAT etc.

Use the advanced importer to import any distributor price file into your catalogue.

Company number

PO number

Shipping method

Customer note

Internal note

Delivery address

Make sure to choose a descriptive label name for easy identification.

Double-check the labels applied to ensure accuracy.

Create a color-coding system for labels to quickly identify contacts.

Use labels consistently across contacts for uniformity in filtering.

Ensure the selected distributor, category, and brand are accurate to avoid importing incorrect products.

Double-check the category where the products will be imported to prevent misplacement.

Familiarize yourself with the distributor's product categories to expedite the selection process.

Regularly check for new products from the distributor to stay updated on available options.

Keep track of imported products to maintain an organized portfolio.

Added option to use the Autotask internal product number field as prefix on quote line items (TN-4725). This enables your to use the internal partnumber in downstream workflows.

When an opportunity is won, quotes that are not approved will now be closed (TN-4525)

Archived quotes are now shown on Opportunities page with "archived" status (TN-4915)

When an opportunity is lost, all quotes under it are moved to archived (TN-3979)

Added "Your Favorites" title on dashboard when customer product list is enabled (TN-4682). This enables you to present a list of recommendes products to self serve customers.

Proposals now always open in presentation mode when end customers browse quotes while logged in (TN-4681)

Customer now always see their discounted price in store when a customer discount is configured (TN-3173)

Added ability to select the Autotask UDF that contains the KPN customer ID so Salesbuildr can automatically link it to the KPN Customer ID (TN-4333). Select the field that contains the KPN customer ID from the Customer entity.

Added filter to product page to show items no longer in KPN catalog and filter KPN marketplace to only show products not in your catalog (TN-4332)

You can now pull in more company info with data from Apollo.io including social media links, founded year, employee count, company description and industry to provide a comprehensive overview of the customer. (TN-4222)

Fixed issue where homepage only showed 1 product instead of all of them (TN-4952)

Resolved problem with unselected addons being shown on the basket overview page (TN-4935)

Fixed bug where products with both a monthly and regular cost only showed the regular cost (TN-4919)

Corrected product specifications like weight and screen size getting cut off on the product detail page (TN-4874)

Implemented a fix for custom product prices not saving when importing from marketplace (TN-4866)

Fixed a problem when navigating back from an approved basket (TN-4930)

Corrected "waiting internal approval" filter incorrectly showing approved quotes (TN-4908)

Fixed auth issue where customer login returned Forbidden even though company users should be able to log in (TN-4957)

Fixed issues with bundles used as add-ons not adjusting price (TN-4918)

Fixed some instances of quote link not being created in email (TN-4910)

We now display address information on the company card for quick access to customer details.

Streamlined the process of creating new RoutIT services by only showing categories that contain services as to prevent adding the new services to an incorect category.

We now trigger an opportunity sync when you chang the primary quote within an opportunity for real-time data accuracy.

We have added filters for Category and Source on the Opportunity page to help users find specific opportunities more easily.

Implemented a duplicate name check when creating a product, providing a warning to maintain catalog integrity.

Enhanced the quote approval process by allowing internal users to select products and view prices and distributors after approval of the quote to make it easy to review prices.

Added email recipient functionality for all approved quotes, ensuring smooth communication with clients.

We have added support for the Irish market for Ingram Micro, expanding product availability for our Irish customers.

We implemented a new integration with EET, a leading distributor in several European countries.

Salesbuildr can now scale with your browser window so you can have a better overview of on larger resolutions.

We started to add sortable columns troughout the interface. Not all have been enable yet, more to follow in the upcoming releases

Search: We have improved the speed and search capabilities of the marketplace to make it much more precise. You can now type "HP Probook i5" to just show HP Probooks with I5 in the description.

You can now set a default mail address that receives notifications of approved quotes only.

Enabled instant inline editing when you drop a widget into a proposal.

Salesbuildr will now pull in the Linkedin profile link for your contacts and display an icon that takes you to their Linkedin page. This required you to enable the Apollo.io integration.

We improved the dialogue for the manage my profile screen.

TNWC has a large portfolio of new and refurbished mobile phone and is now available for you to enable in the marketplace in the Netherlands.

Target components is now available for you to enable in the marketplace in the United Kingdom.

You now have the option to automatically hide products that are not in stock for end customers.

When end customers open a draft basket, it now opens as a basket instead of a proposal.

The order confirmation page now shows a breakdown of costs for each item.

Mandatory add-ons are not greyed out for end customers to prevent them from deselecting them.

When you create a new service, Salesbuildr will now use the part number value to update the service MPN field inside Autotask.

Salesbuildr will now look at the service MPN field inside Autotask to try and match KPN-RoutIT services with services in Autotask.

You can now add new notes to your opportunities. These will also be sent to Opportunity in Autotask.

We added a new opportunity field where you can add an estimated churn value for your forecasting.

You can now fetch ICECat product information in bulk.

Year-to-date one-time revenue, MRR and the number of quotes sent are now available in the company export .csv file, so you can use this in your analysis.

When copying a proposal, you now have the option to copy prices from the quote of default to catalogue prices.

When you specify the contract duration, Salesbuildr will also update the contract duration field in Autotask.

We moved the options for adding products to your proposal to the first tab on the side panel in order to speed up your workflow and prevent you from having to switch tabs.

We have added the ability to Inline edit pages.

Added a left pane with a table of contents to your proposal.

You can now map margin, unit, require procurement, select a specific distributor and select a proposal template to be used to bulk create renewal proposals. Read more here.

You can now unlink services between KPN-Rout-it and Autotask services.

New roundup options for products:

You can now use the internal quote note in internal email notifications using {{quote.internalNote}}

Be able to set a background image for content pages

You can now add attachments to widget templates that will be added as attachments to the proposal when you drag the widget into your proposal

Filter by Creation Date: You can now filter quotes by their creation date, making it easier to track and manage quotes over time.

Character Limit in Description Field: A finite character limit has been set for the description field in quotes, enhancing clarity and readability.

"Insert Products Here" Button: The reintroduction of this button in the new editor simplifies adding products to quotes.

Clear Date Filters: New functionality to clear date filters, enhancing ease of managing and sorting quotes.

Open Products in New Tab: Products in quotes will now open in a new tab, facilitating easier reference and comparison.

Discounts: You can now choose between applying a percentage or a hard number when adding a discount, offering more flexibility in pricing adjustments.

New columns to separate MRR and One time revenue

Opportunity Summary tiles: New tiles show you year to date information on opportunities created. closed and conversion rate. This will be expanded over time with additional filters and date ranges.

Custom Distributors with Optional Product ID Input: You can now input distributor product IDs optionally, offering more flexibility in managing distributor-related information.

Licensing Renewals and New Product Imports: Enhanced the import process for licensing renewals, including the ability to import new products when the category is unknown.

Import Column Q as Quote Title: The import feature now includes the ability to use Column Q "Title" as the quote title.

Combining Multiple Rows for the Same Product: Multiple rows for the same product in imports can now be combined into one row, streamlining the data entry process.

Date Format Explainer in Pricing Book Importer: An explainer for the "date format" has been added to the pricing book importer for clearer understanding and accuracy.

Applying Pricing Books to Existing Items: When applying a pricing book to a quote, it will now apply to all already existing items, ensuring pricing consistency.

Special Bid Field Addition: A special bid field under the "purchase info" field has been added, which overrides the value from the pricing book, providing more pricing flexibility.

Simplified Pricing Books Search on Quote Dialog: The search functionality within the pricing books on the quote dialog has been simplified, making it easier to find and apply the right pricing book.

Improved Contact Management: The company tab has been moved to a company card on the contact page for consistency, making it easier to manage and view contact details.

Seamless Integration with Autotask: Now, creating a new contact in Salesbuildr will automatically create a corresponding contact for existing companies in Autotask, streamlining your workflow. Learn how to setup the integration with Apollo if you want contact details to be automatically fetched.

Contract Churn Management: We've introduced tweaks for better handling of contract churn, providing insights and tools to manage and reduce churn effectively. Learn more in this article.

Flexible Add-Ons Arrangement: You can now change the order of add-ons in quotes for better customization and presentation.

Global Quote Configuration: Added a global configuration to decide if generated product widgets are named after their category or parent category, offering more flexibility in template customization.

Licensing Renewals and Imports: Enhanced the import process for licensing renewals, including the ability to handle new products with unknown categories and import specific data as quote titles. Read this article to learn more.

Simplified Pricing Book Search: Streamlined the search process in pricing books on quote dialogues, making it quicker and easier to find the right pricing information.

CRM Opportunity Status Update: Improved integration with Dynamics 365, including updates to opportunity status in the CRM, ensuring better synchronization and data accuracy.

Full-screen images: You can now upload full-screen images as image widgets and use them in your proposal to make them more visually attractive.

Widget settings: We have relocated settings to the left of the widget, providing more screen area for content editing and removing the need to resize the window.

New Tab for Product Details: Enhanced user experience by opening product details in a new tab, preventing disruption of workflow.

Drag and drop quote pages: Reintroduction of the drag-and-drop feature for quote pages, boosting efficiency in quote creation.

Quote options: Improved layout and arrangement of buttons in the quote detail tab, offering a more intuitive user interface.

Global Quote Configuration: Added global configuration for setting how Salesbuildr should name product widgets. When you insert a new product into a proposal, the title of the widget is set to the title of the subcategory of the product. You can use this setting to set the title of the widget to the main category.