June 9th, 2026
This release introduces 4 customer-visible features focused on finding quotes faster, clearer distributor data, richer product exports, and approval visibility — plus two new distributor connections and a heavy round of sync and stability fixes.
🔎 Quotes — Quicksearch by quote number, ID & PO number
The global quicksearch would previously only match company and contact names. You can now type a quote number, quote ID, or PO number straight into the search bar and jump to the matching quote in a single action — no more opening the quote overview and filtering to track one down.
What this enables
Find any quote instantly by its quote number or your customer's PO reference
One action vs navigate-then-filter — a real time-saver at high quote volumes
Works alongside the existing company and contact search
🔔 Quote Approvals — get notified when your quote is internally approved
When you send a quote for internal approval, Salesbuildr now emails the quote owner the moment the quote is approved internally. Internal approval triggers the quote to be sent directly to the customer. The email notification you receive provides instant feedback to the internal approval process.
What this improves
Know instantly when an internally-approved quote is sent to the customer
No more checking the quote status repeatedly after requesting approval
Works hand-in-hand with the sequential approval rules
🧭 Distributors — "Last checked" timestamps
Salesbuildr checks your distributors for price and stock updates approximately every hour. Each distributor refreshes its own feed on its own schedule — some daily, some only weekly. That sometimes made prices or stock look out of date even when everything was working. Distributor data now shows "last inventory update", "last price update" and "last check" timestamps so you can see at a glance how fresh it is.
What this improves
Clear visibility into how fresh distributor pricing and stock really are
Fewer "is this price still current?" moments — the timestamp answers it
More trust in the distributor data you quote from
📦 Products — Setup price & cost in the Excel export
The product Excel export now includes "Setup Price" and "Setup Cost" columns (placed after MSRP), so every pricing field you can see in the product detail screen is also available in the export. Especially handy for KPN/RoutIT catalogues and for bulk data verification or ERP reconciliation.
What this enables
Audit and reconcile setup pricing in bulk without opening each product
A complete pricing picture in a single exported file
Empty cells for products without a setup price, so the data stays clean
🛒 Distributors — Kosatec (EU) and Concerto (CH) now available
Two new distributor connections are live:
Kosatec — available in the EU
Concerto — available in Switzerland (CH)
Find them under Settings → Distributors → Connections → Add Connection.
🛠️ Under the hood
Quote approval rules — condition labels in Settings are now prefixed with "Quote" (e.g. "Quote above value"), so it is always clear what each rule is measuring.
🛠️ Stability improvements
Quote & PSA sync — resolved quote-sync failures and a circular company/contact sync issue on Halo, invalid billing-code and "price required" rejections on Autotask (including Pax8 services), missing products on post-sale tickets, unreliable Autotask contract sync, and discounts not syncing on ConnectWise
Distributors & procurement — resolved a stalled inventory feed and a connection-credentials error for some distributors, and fixed purchase-order currency showing incorrectly for US accounts
Quotes & tax — the default VAT / sales-tax rate is now correctly applied to quotes, plus fixes to delivery-address selection and a quote-list settings link
Email — pasted images in signature footers are no longer stripped, and quote-email template variables (recipient, account manager) now populate correctly
Setup — quick setup no longer fails when no product categories have been imported yet
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.
Previously quoted prices — See what you previously quoted a customer for the same product.
Error Registry — clearer, actionable in-app error messages with a "View help" link, plus a central place to track recurring issues. Foundations landed this release; the full experience is on the way.
Features are subject to change — follow along in the feedback portal for updates.
May 19th, 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.
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.
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.