October 26, 2026
This release ships a new version of the public API. There is no versioning: the new contract replaces the old one in place. Existing integrations must be updated.
- Identifiers unified:
id_crm,id_erp,id_accountingandexternal_idsare replaced by a singleidentifiersobject across all endpoints. Bracket-flat keys are rejected on write. - Product-parent catalogs:
catalog_idsis replaced bycatalogs(full objects withid,name,api_name). Write is unchanged. - Prices — embedded resources:
product_variant_id,pricebook_id,currency_id,default_tax_idandbilling_frequency_idare replaced by embedded objects. A new read-onlykeyfield provides a semantic identifier for each price. - Token permissions: Write endpoints on catalogs, prices and products now enforce role rights. Tokens without
product_pricing:writereceive a403. - Custom fields:
custom_fieldsis now a typed key-value object indexed byapi_name, replacing the legacy array.custom_propertieson quotes is renamedcustom_fields.
October 14, 2026
Complete rewrite of the PDF generation pipeline for better reliability and performance.
- New PDF engine: The entire PDF generation system has been rebuilt from the ground up for faster rendering and improved consistency across all quote layouts.
- Smarter storage: PDFs now record who requested the generation rather than defaulting to the quote owner.
- Auto-regeneration: PDFs are automatically regenerated when attachments are modified on a quote, ensuring the downloaded file is always up to date.
- Fix — Integrations: Resolved an issue where addresses were not being saved correctly when coming from a CRM.
October 8, 2026
A major overhaul of how permissions and contracts are managed inside templates.
- Content block permissions: New granular permission model for content blocks within templates — control exactly who can view or edit each block.
- New contract insertion system: Contracts now support an
insertion_mode. Mandatory contracts are automatically inserted into new quotes; templates display which contract models are linked. - Payment method permissions: Templates now expose which payment methods are authorised, with the allowed methods surfaced directly in quotes.
- Payment term permissions: Same permission logic applied to payment terms — only authorised terms appear in the quote form.
- API: New fields added to the product object payload.
- Fix: Resolved several issues around content block saving, empty content/contract insertion, and payment term permissions.
October 6, 2026
More flexibility in the approval workflow and daily quote management.
- Approval — discount trigger: Approvals can now be triggered when a discount is applied to a quote, giving you more control over what goes through validation.
- Quote duplication from the list: A new “Duplicate” action is now available directly from the quotes datatable — no need to open the quote first.
- Margin in approvals: Approvers can now see the gross margin directly in the approval view alongside the quote total.
- CRM — Hubspot: The “Actions” button is back and visible on approved quotes in the HubSpot card.
- Fix: Corrected the notice period duration calculation on quotes.
October 2, 2026
Quality-of-life improvements across quotes, dealroom and approvals.
- Duplicate from creation: A new toggle in the quote creation form lets you duplicate an existing quote as your starting point.
- Default Tax ID in dealroom: The dealroom now pre-fills Tax ID fields with defaults, reducing friction for customers at checkout.
- Approval — streamlined attributes: The approval view now focuses on what matters — total and margin — removing noise from secondary attributes.
- Plan gating: Product configuration is now restricted to Pro and Enterprise plans.
- CRM card actions: Updated action set on the HubSpot CRM card for a cleaner experience.
September 15–18, 2026
A full visual overhaul of the product section and new API capabilities for customers.
- Product page redesign: Complete new layout for product pages — new tab structure (details, pricing, performance, relations), redesigned product table, and a refreshed side-panel for variants.
- Product relations tab: A dedicated tab now shows product-to-product relationships directly on each product page.
- Customer webhooks via API: Customer lifecycle events and custom fields are now exposed through the API and webhooks, enabling deeper integrations with external tools.
- Dealroom: Customer name is now displayed in the dealroom header; Tax identifier fields now support per-country configuration.
- Approval: New CRM deep-link and bypass buttons added to the approval flow.
- Performance: Dealroom loading time significantly reduced by parallelising and merging database queries.
- Fix: Soft-deleted customers are now correctly re-activated when matched via a CRM integration.
September 8–10, 2026
Reliability and performance improvements across CRM integrations and bulk imports.
- HubSpot — PDF links: Quote title links in HubSpot now open the correct preview depending on quote status (editable vs. signed).
- HubSpot & Salesforce — PDF action: Reworked the PDF download action in both HubSpot and Salesforce CRM cards for consistency.
- Pipedrive: Deduplicated API URLs to avoid duplicate calls.
- Import — performance: Improved handling of large import files (bigger request size accepted, batching optimised) and fixed default language assignment on create and update.
- Dealroom: Tax identifier country field added at checkout.
August 25–September 3, 2026
Visual polish across the platform and improvements to the product configurator.
- Product configurator: Configured product child lines can now be hidden from the quote view; naming logic improved for cleaner line item display.
- Datatable redesign: A new unified datatable component has been rolled out across all main modules — products, pricing, pricebooks, catalogs, customers, templates and content blocks — for a more consistent browsing experience.
- Error toaster: Redesigned error notification style for better visibility across the app.
- Fix: Resolved an issue with custom tax engine calculation on quotes.