4 posts tagged with "Quotes"

Our October 2025 release brings focused improvements across APIs and UI — from enhanced task tracking and user activity insights to refined manuals and quotes workflows. Here’s what’s new:

Added

• Ingestion API

  • Merged SDK code with the API repository into a unified ingestion-api module.

• Assets

  • Navigate directly to the configured default tab when selecting an asset from search results.

• Tasks

  • Added progress tiles across all task template details pages for better visibility and tracking.

• Quotes

  • Introduced the ability to view Order Confirmation PDFs and Purchase Order PDFs directly within the quotes workflow.

Changed

• Container API

  • Added user’s last visited information in the AuthenticatedUserData API response.

• Users

  • Displayed the last visited time in the Users table for better visibility into user engagement.

• Outcomes API

  • Updated permissions to allow admins to view all outcome reports.

Fixed

• Alerts API

  • Fixed issue where alerts were not being generated correctly.

• Sensors

  • Optimized the Asset Sensors page for improved performance.

• Manuals

  • Fixed issue where filters were removed upon changing the number of pages.
  • Fixed issue preventing document creation when tag filters were applied.
  • Fixed issues with Dynamic Manuals UI and incorrect metadata auto-selection.

• Users

  • Fixed tracking of user activity on the website.

• Outcomes

  • Fixed failure on the outcomes edit page.

That’s all for October — a month focused on performance, visibility, and reliability across assets, outcomes, and user interactions!

Our September 2025 release delivers important updates across UI, APIs, and databases — including new indexing for directories, large parts upload workflows, enhanced permissions, and refinements to quotes and assets. Here’s what’s new:

Added

• User Access:

  • Launched User Impersonation, Admins can now step into a user’s shoes to quickly diagnose and resolve account issues.

• Manuals Enhancements:

  • Rolled out Dynamic Manuals. Effortlessly select multiple PDFs, merge them on the fly, and view as one seamless document.
  • Dynamic Manuals now get smarter. Chapters auto-selected with AI for a tailored reading experience.
  • Enabled dark theme for upload dialog

• Directory Enhancements:

  • Improve response of directory APIs.

• Assets:

  • System page optimized by removing recursive calls to directory apis.
  • New feature to upload asset parts via UI.
  • Added support to upload large number of asset parts.
  • Introduced Parts BOM Versioning. Upload new templates to create updated parts, or roll back by selecting previous versions with ease.
  • Now create organizations right from the Asset creation page.
  • Smart Owner Intelligence, discover nearby potential owners and link them to your asset instantly!

• Maintenance:

  • Link timeline with maintenance. Navigate to maintenance details from asset timeline.
  • Updated user experience of maintenance details popup

• Storefront:

  • Introduced a new Storefront app — seamlessly connect your Shopify store and order directly from our platform..
  • Enhanced shopping experience with built-in Add to Cart and Checkout features.

Changed

• Quotes:

  • Updated permissions to access outcomes reports.
  • Powered up quotes with AI. Instantly read and extract data from quote PDFs.

• Custom Permissions:

  • Introduced granular feature controls — admins can now fine-tune access to individual features with precision.

• Tasks:

  • Redesigned Signature Experience — smoother, faster, and more intuitive than ever.

• OpenSearch Enhancements:

  • Fixed manuals search feature.
  • Extended text analyzer to also split on underscores _, applied to all text and search-as-you-type fields with per-field overrides.

That’s it for September — a month focused on scalability, permissions, and consistency across quotes, assets, and APIs!

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!

We’re excited to bring you the April 2025 release! This update introduces our brand-new Quotes app, smarter email communications, and helpful fixes to streamline your everyday workflows. Let’s take a look:

Added

• Introducing the Quotes App:

  • You can now manage quotations directly within the platform through our new Quotes app.
  • Easily draft, submit, and follow up on quotes — all from one place.
  • The system supports multiple quotes per account (if enabled, contact support for more on this feature), offering more flexibility for your teams.

• Quote Automation:

  • We have added automation to send follow-up emails when needed, improving communication and keeping things moving.

Fixed

• Access App:

  • Fixed an issue where previously selected items kept showing up in the transfer list, even after deselection.

• Task Management:

  • Resolved a bug that was preventing tasks from being assigned to all users.

• Organization Management:

  • Fixed an issue where some users were unable to delete an organization.

This release sets the stage for smoother quote handling and removes common workflow blockers — thanks for growing with us!