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.