08/04/2026 Release Update
The following updates were released to production on August 04, 2026.
NEW
Order Automation
✨ View email and image attachments alongside the quote
Attachments now display side by side with the quote in one screen, making it faster to review quotes with confidence.
✨ Unmatched products now show up as "No Match" line items on the quote
When a customer message mentions a product Prokeep can't automatically match to your catalog, it now appears as a "No Match" line item, in the order it was mentioned. You can search for and select the correct product, or delete the line if it isn't needed.
FIXED
Order Automation
🔧 Quotes now send by email when the thread's channel is email
Quotes on inbound threads now use the thread's own channel instead of defaulting to text incorrectly. If a contact has both a phone number and email on file, the quote will now fall back to email rather than failing to send.
🔧 Contact syncing no longer stops on duplicate contact matches
Contact syncing now handles duplicate contact matches gracefully instead of stopping partway through.
Prokeep
🔧 Account rep reassigns correctly when a team member changes locations
When a user moves to a different location group, they're no longer left as the account rep for contacts at their previous location — messages now route to the correct rep.
🔧 Numeric product codes no longer break quote creation
A product mentioned by a numeric code was sometimes mistaken for the quote's purchase order number, which could cause quote creation to fail. This is now handled correctly.
🔧 Administrators can now save contact edits from Settings > Manage Contacts
Saving changes to a contact from Settings > Manage Contacts no longer returns an error for Administrators.
🔧 "Print All Threads" now respects your active thread-type filter
Printing all threads from a contact's Threads tab now prints only the filtered thread type instead of every thread type, and the filtered view stays in place after closing the print preview.