09/08/2026 Release Update

 IMPROVED

Order Automation

🚀 Quote a contact against any of their companies
Contacts associated with more than one company can now be quoted against any of them. The accounts list on Quote Details shows every company and company alias linked to the selected contact, and searching by any of those company names finds the contact.

FIXED

Order Automation

🔧 Quotes edited in Acumatica now stay in sync
Quotes changed in Acumatica after being sent to a customer now show the current line items, descriptions, and quantities in Prokeep. Errors converting a quote to an order, or pushing a line-item change back, now surface clearly instead of failing quietly, and a bug that could zero out a line item's price is fixed.

🔧 Margin percentage when reusing a quote
Reusing a quote now shows the original margin percentage right away and allows editing before sending, instead of staying blank until the quote was sent. The margin also displays correctly on the receipt for the original order, and adding a line item or sending an update no longer resets it.

🔧 Clearer error when a contact's email is missing or unrecognized
Quote sync and stock-count checks on the DDI/Inform integration now say specifically whether a contact's email address is missing or isn't recognized by the ERP, rather than showing a generic error. These messages are also fully translated.

🔧 External ID field errors and format
Errors on a contact's External ID field now appear beneath the field like every other field, and the field accepts letters and numbers instead of digits only.

Conversation Hub

🔧 'External ID' now translated
The External ID label on the contact card displays correctly in French and Spanish instead of showing placeholder text.

Enterprise Integrations

🔧 Duplicate contacts from partner conversations
Conversations started through a partner integration now match an existing contact by phone number or email instead of always creating a new one, and newly created contacts keep the phone number and email the partner provided.

Prokeep

🔧 Slowness and missing messages with image parsing enabled
Accounts with image parsing turned on had noticeable lag across the platform. Threads are now faster, older messages loaded through "load more" no longer disappear when an attachment finishes processing, and printing a thread no longer loads the full history until the print is requested.

🔧 Quote history page counts
The record range in the Quote History footer stays accurate when clicking through pages quickly.