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 That sometimes made prices or stock look out of date even when everything was working.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.