07/14/2026 Release Update

NEW

Order Automation

✨ Unified Quote Flow is now the only quoting experience

The legacy quote flow has been fully retired. Everyone now uses the same modern Unified Quote Flow to build and edit quotes.

✨ Filters added to the Quotes page

You can now filter your quotes list by group, contact name, company name, status, date range, and creator — making it much easier to find specific quotes.

✨ Resizable conversation panel

You can now drag to resize the conversation panel next to the quote window, and your preferred size is remembered.

IMPROVED

Order Automation

🚀 Required fields highlighted in red on the quote form

When saving a quote without a contact or company selected, those fields are now clearly highlighted in red instead of showing a generic error.

Data and AI Platform

🚀 Improved Order Report accuracy and exports

The Order Report funnel now correctly calculates the "Confirmed" step based on quotes started. The Global Order Report can now be exported to Excel. Rep attribution now clearly shows "(Administrator)" or the rep's group(s).

Conversation Hub

🚀 Stronger verification for incoming Microsoft email notifications

Added stronger verification for incoming Microsoft email notifications, closing a security gap in how those events were authenticated.

Prokeep

🚀 Shorter login session expiration for improved security

Login sessions now expire after 30 days instead of 5 years. If your access is revoked through your organization's single sign-on provider, you'll be signed out much sooner than before. You may need to log in more often than you're used to.

🚀 Faster quote updates for Eclipse customers

Adding multiple line items to an Eclipse-integrated quote is now noticeably faster.

FIXED

Order Automation

🔧 Terms and conditions no longer appear once turned off

The checkout page no longer displays terms and conditions once an admin has disabled them.

🔧 Screen now updates correctly after sending a quote from an unclaimed thread

The screen now correctly updates — moving you to the open inbox with the right controls — after a quote you send claims an unclaimed thread.

🔧 Wise short codes now appear correctly after sync

Product short codes now correctly appear after a Wise catalog sync completes.

Data and AI Platform

🔧 Product mention corrections now save correctly

Product match corrections and the nightly process that learns from those corrections are working correctly again, improving future product detection accuracy.

Prokeep

🔧 Creating a contact with an existing email now updates it instead of erroring

Creating a new contact using an email address that already belongs to an existing contact now updates that contact instead of showing an error — matching how phone numbers have always worked.

🔧 Completed tasks no longer show a red "overdue" indicator

Tasks that were completed on time no longer show a red overdue indicator.

🔧 Clearer error when creating a user in a group you can't access

Managers now get a clearer explanation when trying to create a user account for someone who already exists in a group they don't have access to.