April 28, 2022

September 7, 2022

Updates to Existing Features/Settings:

  • Integrations Update: QBO Integration update brings the Product matching selection inside of the system instead of being in the Bridge. We also allow custom field mapping from inside our system as an option. This is more scalable and editable.
  • Tokens Feature Update: New Tokens have been added to assist in sending data out of the system by Webhooks. These new Tokens include, Account Web-Key, User ID, and External IDs
  • Integrations Update: The Webhook Monitor located at Hello–>Settings will now track attempts as sending data via webhooks.
  • Proposal System Update: Proposal Number Prefix is now allowed for branding and segmenting proposals in QBO from different accounts.