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Release notes v215 - 19 May 2026

This release introduces 5 customer-visible features focused on the quote review experience, Halo PSA depth, multi-approver workflows, and catalogue quality — plus four new distributor connections.

🧾 Quotes — Collapsible "Review & accept" panel

We've reworked the "Review & accept quote" panel in the quote details sidebar so it no longer blocks your view of the quote content. The panel is now a sticky, collapsible bar — collapsed by default so your content is visible, and expandable with one click when you're ready to act.

Collapsed state — sticky bar at the bottom; quote details fully visible above it
Expanded state — one click opens the full form: Total, PO Number, Note, Approve / Decline

What this improves

  • Full quote content visible while reviewing — no more acceptance form covering the screen

  • Collapse it to review, expand it when you're ready to act — one click, stays where you left it

  • Cleaner review experience for both team approvals and customer-facing walkthroughs

All existing acceptance functionality (signature, terms, accept button) works exactly as before.

🔐 Quote Approvals — Sequential multi-rule approval

When a quote triggers multiple approval rules, those rules are now processed in order — the first approver signs off before the next one even sees it.

Settings → Quotes → Approval rules — three rules with drag handles (≡); rules run top to bottom in order
Inside a rule — 'When this rule is met, stop processing other rules' with ordering hint

How it works in practice

  • "All rules in order" — rule 1 approves → rule 2 approves → rule 3 approves → quote goes to the customer.

  • "Same approver on multiple rules" — Salesbuildr skips duplicates, so the same person isn't asked to approve twice.

  • "Single rule triggered" — behaves exactly as today; one approver, one email, one approval.

Where to find it: Settings → Quotes → Approval rules — drag ≡ to reorder. Enable "When this rule is met, stop processing other rules" to create conditional chains.

What this improves

  • Approval rules now match how your team actually works — layered, not parallel

  • Quotes can no longer skip required approvers when multiple rules apply

  • Less back-and-forth chasing approvals out of sequence

📦 Catalogue — Products from unlisted manufacturers excluded from quotes

When you unlist or delete a manufacturer, products from that manufacturer are now automatically excluded from the product catalogue search and the marketplace. If you use bulk-add on an opportunity, Salesbuildr shows a warning and skips those products automatically.

What this improves

  • No more accidentally quoting a product whose brand you no longer carry

  • Unlisting a manufacturer immediately removes its products from the quoting surface

  • Bulk-add flows warn you instead of silently including discontinued products

Where to find it: Settings → Products → Manufacturers

🔗 HaloPSA — Quote acceptance note synced back to Halo

When a customer accepts a quote and leaves a note during acceptance, that note is now automatically written back to the linked Halo quotation record. Previously the note was recorded in Salesbuildr but lost in Halo.

What this improves

  • Acceptance notes from customers are visible in Halo without manual copy-paste

  • Better traceability — Halo records show exactly what the customer agreed to

  • Fewer gaps in the audit trail between Salesbuildr and HaloPSA

Automatic for all Halo tenants with quote sync enabled. No configuration required.

🔗 HaloPSA — Optional start date on opportunities

The start date field when creating or editing a Halo opportunity is now optional. Previously, leaving it blank caused sync errors or validation failures.

What this improves

  • No more forced workarounds when the start date isn't known yet

  • Importing Halo opportunities with blank start dates no longer fails

  • Consistent behavior between the Salesbuildr dialog and Halo's own data model

Where to find it: Opportunities → Create new opportunity — "Start date" now shows "Choose a date" and can be left empty.

🛒 Distributors — ALSO (CH), DuxTel (AU), Xit Distribution (AU), and Sektor (NZ) now available

Four new distributor connections are live:

  • ALSO (CH) — Switzerland

  • DuxTel (AU) — Australia

  • Xit Distribution (AU) — Australia

  • Sektor (NZ) — New Zealand

Settings → Distributors → Connections → click Add Connection.

🛠️ Under the hood

  • Quotes — the "add items to contract" button has moved next to "create ticket" on won quotes with services, making the post-sale flow easier to find

  • Quote expiry — quotes now expire at the correct local time for tenants outside UTC

These changes don't add major new functionality, but they reduce friction and improve day-to-day trust in the platform.

🛠️ Stability improvements

  • Improved sync stability for Autotask, ConnectWise, Halo, HubSpot, and Pax8 integrations

  • Resolved multiple quote editor issues including post-send editing behaviour and pricing calculations

  • Improved distributor connection and product pricing reliability across Ingram Micro, A&C, Pax8, and RoutIT

  • Resolved procurement, product catalogue, and user display issues

These changes don't add major new functionality, but they reduce friction and improve day-to-day trust in the platform.

🔭 In progress

  • Quote Approvals — full rework — Status visibility, approval audit trail, and richer multi-approver workflows on top of the sequential rule processing shipped this release.

  • Spreadsheet View for Quotes — UX designs for both the line items grid and the import wizard are finalized; engineering is now picking up implementation.

  • Previous quoted prices — See what you previously quoted a customer for the same product.

  • Quote search — Find quotes faster by quote number, ID, or PO number.

Features are subject to change — follow along in the feedback portal for updates.