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Released v2025.07

· 2 min read
Jinesh Varia
Jinesh Varia
CEO

Our July 2025 release brings powerful enhancements for managing quotes, orders, and parts — plus improvements to email automation, document handling, and e-commerce integration. Here’s what’s new:

Added

  • Quote Email Automation:

    • Get automatic quote follow-up and expired quote emails every 7 or 14 days, based on account configuration.
    • Accounts can now control whether these emails are sent and choose the frequency.

  • Quote Management:

    • Edit quote details (parts only) directly from the UI.
    • AI based quote data extraction.
    • Ability to update quote parts and automatic mail configuration.
    • Added and updated templates for Quote Expired, Order Placed, and Order Confirmed.

  • Order Management:

    • Dedicated UI tab for orders converted from quotes with statuses Order Placed and Order Confirmed.

  • Parts & Assets:

    • Added search functionality to the Select RFQ field in the Add to RFQ dialog.
    • New tab in the quote page for Quote Edit and Add Part dialog.

  • Documents Management:

    • Edit and delete documents in Systems and Assets tabs.
    • Restore and permanently delete documents in Manuals tab.
    • Updated upload document experience.

  • Parts API Enhancements:

    • Bulk update capability for parts based on partNumber.
    • Create Orphan Parts API and corresponding UI support.

Changed

  • Parts UI Improvements:

    • Removed part instance–specific fields from Edit Part Number dialog.
    • Updated headings and captions in Create/Edit Part dialogs.

  • Assets UI Enhancements:

    • Parts tab list now uses a dedicated Part Details dialog for images/info instead of hover image.
    • Add to Cart icon now opens a Product Details dialog instead of redirecting to product page.

Fixed

  • Search:

    • Improved part search relevance — part number matches now prioritized appropriately.
    • Fixed pagination issues in part search results with a custom footer for unique results.

  • Cart & Quote Cart:

    • Updating/removing items now only disables buttons instead of showing a loading skeleton.
    • Item order preserved after adding new items.

  • Parts & Assets:

    • Fixed PartInstances API response format to return flattened properties.
    • Fixed navigation in Edit Asset flow to return to Asset Details instead of Asset List.
    • Fixed crashes and layout issues in Create/Edit Part dialogs across devices.

That’s it for July — these updates streamline workflows, improve data accuracy, and add more control over communication with customers!