New Leads Experience — An updated lead management interface is available via feature flag, bringing a cleaner, more intuitive workflow.

Mobile CTAs — Both call-to-action buttons are now properly displayed on mobile devices.

Self-Service Publishing Fixed — Resolved errors that were preventing dealers from publishing self-service configurators.

New Leads Experience — A refreshed leads interface is available for early access, offering an improved workflow for viewing and managing leads.

Mobile CTAs — Both CTA buttons are now shown on mobile, ensuring customers can take action from any device.

User Event Logging — Enhanced event logging provides better visibility into user activity for analytics and support.

Self-Service Publishing — Resolved a metadata error and a separate issue preventing dealers from publishing self-service configurators.

ZipTax Not Persisting — Fixed an issue where ZIP-based tax settings were not being saved correctly.

Leads Email on Manual Assign — Fixed a bug where the notification email was not sent when a lead was manually assigned.

IFB Wall Accent — Corrected an issue where an IFB component was incorrectly appearing over a wall accent.

SmartBuild Network Dealer Accounts — Network dealers can now be connected and managed through SmartBuild.

Delete Action in Lead List — Leads can now be deleted directly from the lead list

SmartBuild Network Dealer Accounts — Support for network dealer accounts in SmartBuild enables multi-dealer connectivity.

SmartBuild Truss Spacing Sync — Truss spacing settings are now synced with SmartBuild for consistent configuration data.

Delete Action in Lead List — A new delete option in the lead list view makes lead management more efficient.

Boost Promo Bar Tokens — Token support added for the Boost promo bar, enabling more dynamic promotional messaging.

Fixed Layout Button Cleanup — Duplicate and Remove buttons are now hidden in fixed layout mode to reduce confusion.

SalesView Payments Tab — Fixed a blank screen appearing on the Payments tab in SalesView.

Boost Corner Display — Corrected a '0' appearing in the corner of the Boost interface.

Stability Fixes — Resolved database connection and request limit errors that caused intermittent failures, and fixed a camera API error.

SmartBuild Totals in PDF — Pricing totals from SmartBuild can now be included in generated PDFs.

Self-Service Pricing Fix — Resolved an issue where self-service pricing was incorrectly toggling off.

SmartBuild Totals PDF Option — Dealers can now include SmartBuild pricing totals in customer-facing PDF outputs.

Self-Service Pricing Toggle — Fixed an issue where self-service pricing was unexpectedly turning off.

Boost Pricing in Edit Design — Boost financing options are now accessible directly within the Edit Design workflow.

Boost in Edit Design — Boost financing options are now available when editing an existing design, giving sales reps more flexibility during customer conversations.

API Reliability — Additional V2 API endpoints promoted to production for improved performance and reliability.

Avalara Tax for Dealers — Fixed an issue where Avalara tax calculations failed for dealers without a configured address.

SalesView Dealer Assignment — Resolved a bug where dealer assignment was being removed in SalesView.

IFC/IFB Additional Option — Corrected a display issue with additional options in IFC and IFB configurators.

Embedded Configurator in SalesView — Sales tools from the configurator are now embedded directly in SalesView, enabling a seamless end-to-end sales experience without switching tools.

Vendor Server Performance — Compression improvements reduce load times for vendor-served content.

Password Reset Reliability — Eliminated a loop that could occur during password reset.

Embedded Configurator Sales Tools in SalesView — Configurator functionality is now available directly within SalesView, allowing sales reps to build and present configurations without leaving the sales tool.

Vendor Server Compression — Gzip compression added to vendor server responses for faster content delivery.

Password Reset Reliability — Improved the password reset flow to prevent users from getting stuck in a loop.

SmartBuild Package Mapping — Improved package data mapping for SmartBuild integrations.

Owner/Dealer Filters — Fixed filtering by Owner and Dealer not returning correct results.

Order Search — Resolved an issue with order search returning incorrect or missing results.

IFC Print — Fixed a bug affecting print functionality in the IFC configurator.

Header Bar Leg Intersection — Corrected a visual issue with header bar leg intersection rendering.

SmartBuild Payload Retrieval — A new endpoint allows retrieval of SmartBuild payload data for integration purposes.

Accept Button in Boost Pricing Disclaimer — An explicit Accept button has been added to the Boost pricing disclaimer for clearer customer consent.

Header Bars Leg Cutting — Improved leg cutting logic for Header Bars ensures more accurate structural representations.

Header Bars Wraparound — Added wraparound support to Header Bars configurations.

Header Width Label — Renamed the Header Width label for improved clarity.

Digital Signature Sending — Fixed an issue preventing digital signature requests from being sent correctly.

Tax Service Error — Fixed a Tax Service Error 110 occurring in certain dealer configurations.

Last Login Display — Corrected "N/A" showing as the last login date for users who had logged in.

Phone Number Formatting — Fixed a partial display issue with phone numbers.

Configurable Truss Spacing — Truss spacing can now be set independently per building, with changes reflected accurately in the 3D view.

SalesView Analyze Tab Update — The Analyze tab in SalesView has been refreshed with improved data and layout.

Independent Truss Spacing Configuration — Truss spacing can now be configured independently for each building, with changes accurately reflected in the 3D model.

SalesView Analyze Tab — The Analyze tab has been updated with improved content and layout.

Query Performance — Optimized database queries for improved loading speeds.

Surcharge with Multiple Suppliers — Fixed surcharges not being applied correctly when multiple suppliers were configured.

Duplicate Options — Resolved a bug causing options to appear duplicated in certain configurations.

Site Generation Missing Data — Fixed missing data in site generation outputs.

Header Bars Pricing — Header bars now support pricing configuration, allowing dealers to include them in quotes.

Header Bars 3D — Header bars are now rendered in the 3D view for a more accurate visual representation.

Header Bars Pricing — Header bars can now be priced and included in customer quotes.

Header Bars 3D Bottom Bar — The bottom bar of Header Bars is now accurately rendered in the 3D configurator view.

Dormer and Garage Visual — Fixed a visual glitch when dormer and garage configurations were combined.

Header Bar Options Reset — Resolved an issue where header bar options were resetting unexpectedly.

IFC Save/Send — Fixed a bug affecting save and send functionality in the IFC configurator.

Boost RTO Conditions — Corrected logic for Rent-to-Own conditions in Boost financing.

Custom Stage Saving — Fixed an issue where custom stage settings were not being saved.

Dealer List Display — Resolved an issue with the dealer list not loading correctly.

SmartBuild Door & Window Color Mapping — Door and window colors from the configurator are now accurately mapped to SmartBuild for consistent output.

Custom Value Menu in SmartBuild — A new Custom Value menu item in SmartBuild gives users more flexibility when configuring options.

Boost UI Menu Customizations — The Boost UI menu can now be customized to match dealer branding and workflow preferences.

Refresh SmartBuild Auth in SalesView — Sales reps can now refresh SmartBuild authentication directly from SalesView without logging out.

SmartBuild Door & Window Color Mapping — Colors selected for doors and windows in the configurator are now correctly mapped when data is sent to SmartBuild.

Custom Value Menu Item in SmartBuild — A new Custom Value option in the SmartBuild menu gives users more control over configuration inputs.

Refresh SmartBuild Auth in SalesView — A new button in SalesView lets reps refresh their SmartBuild authentication session without interrupting their workflow.

Boost UI Menu Component Customizations — The Boost financing UI menu now supports component-level customizations for a more tailored dealer experience.

Frame Spacing Display — Fixed an issue where frame spacing was appearing twice in configuration summaries.

Endwall Pricing Tables — Resolved missing pricing tables for endwall configurations.

Greenhouse Line Items — Corrected repeating line items in greenhouse configuration quotes.

SmartBuild Leans — Fixed an issue with lean-to configurations in SmartBuild.

Owner Not Assigned — Resolved a bug where the owner field was showing "Not Assigned" incorrectly.

Hide Edit Latest Design Button — Dealers can now toggle visibility of the "Edit Latest Design" button in the Sales Dashboard, giving more control over the customer experience.

IFC Floorplan Measurements — Fixed an issue on 2D floorplans where right lean-to section door position measurements appeared shifted to the back of the component instead of the front.

Lead Detail Language Support — The Lead Detail page now respects your SalesView language setting for a fully localized experience.

Pricing Crash Fix — Resolved a random crash when navigating the Pricing section in component configurations.

Lead Detail Language Support — The Lead Detail page now honors your SalesView language setting, ensuring a consistent localized experience for multilingual sales teams.

Pricing Navigation Crash — Fixed a random crash that appeared when navigating Pricing within component configurations in SalesView.

Faster Publishing — Optimized the authoring publish versions endpoint for significantly improved performance.

Embedded Configurator Stability — Fixed a crash affecting the Embedded Configurator for certain customers.

Floorplan Fix — Dormer component outlines now appear correctly on floorplans.

Publish Performance — The dataset publish/versions endpoint has been optimized, reducing publish time for large catalogs.

Vendor Data Caching — Internal caching improvements for vendor data to improve platform response times.

Embedded Configurator — Fixed a crash occurring in the Embedded Configurator for certain deployment setups.

Building Expression — Wall Height — Fixed an expression that applies wall height when a garage door exists getting stuck on an unavailable option.

Floorplan — Dormer Outlines — Dormer component outlines are now correctly displayed on 2D floorplans.

Download Floorplan from Lead Details — Sales reps can now download a floorplan directly from the Lead Details page.

Embedded Configurator — Mobile Fix — Resolved a crash where the Edit Design link spun indefinitely or crashed on iPhone 15.

Deposit Amount Fix — Fixed an issue preventing deposit amounts from being updated via the Self Service Sites tab.

Smartbuild Improvements — Vents now render correctly, and the Sides & Ends panel no longer shows wall options that don't match the building style.

Download Floorplan — A Download Floorplan button is now available on the Lead Details page, making it easy to pull up and share the floor plan with customers.

Client Lookup — New client lookup endpoint enabling faster, more reliable client resolution in the platform.

Sales Notes — "Edit" Label — The note panel title now correctly reads "Edit" when editing an existing note (previously always showed "Add").

Embedded Configurator — Mobile Crash — Fixed the Edit Design link spinning or crashing on iPhone 15.

Embedded Configurator — Button Styling — Save Changes and Cancel buttons now match the design spec in size and spacing.

Deposit Amount — Fixed an issue where the deposit amount could not be updated via the Self Service Sites tab.

Smartbuild — Vents — Vents now render correctly in Smartbuild.

Building Panel — Wall Options — The Sides & Ends panel no longer shows wall radio options that are unavailable for the selected building style.

IFC Floorplan — Fixed a floorplan not updating issue for certain custom metal customers.

Product Catalog Metadata — Fixed an issue where column metadata disappeared from the product catalog after editing Notes and publishing.

Publishing Errors — Resolved an error that prevented certain customers from successfully publishing their configurator.

New configuration capabilities for header bars and dormers.

Improvements to SmartBuild integration for more complete building data.

Better note management in SalesView leads.

Reliability improvements across SalesView user and dealer management.

Header Bar Support for Building Openings
Building configurations now support header bar components with full visual rendering, enabling more accurate representation of structural supports above openings.

Dormer Support in SmartBuild Integrations
Dormer selections can now be included when sending building configurations to SmartBuild, ensuring more complete and accurate job data for vendors that require dormer information.

Editable Sales Notes in SalesView
Sales teams can now edit existing notes directly within the lead workflow, making it easier to update and maintain accurate records during customer interactions.

More Reliable Building Style Switching
Improvements were made to ensure that switching between building style groups correctly resets the configuration state, helping prevent unintended design carryover between styles.

Platform Infrastructure Updates
Underlying database and infrastructure updates improve platform stability and performance for configuration and vendor data operations.

Dealer Deletion Reliability
Fixed an issue where deleted dealers could reappear after refreshing the page in SalesView.

Team Member Dealer Assignment Fix
Resolved an issue where assigning a specific dealer to a team member could fail to persist correctly after saving.

Digital Signature Processing Fix
Addressed an issue where contracts submitted with digital signatures could incorrectly show a "No Contract" status.

Configuration Data Error Handling
Fixed an issue that could trigger database errors for certain vendor configurations, improving overall system reliability.

Performance improvements for complex building configurations.

Faster SalesView responses when viewing site changes.

Improvements to the embedded configurator editing experience.

Fixes that improve platform reliability when creating new clients.

Expanded SmartBuild Product System Support
SmartBuild integrations now support a dedicated Product System category, allowing multiple mappings for product systems and improving compatibility with vendor configuration data.

Improved Combo Building Configuration Logic
Attached building configurations now support additional structural logic such as main roof pitch context, improving the accuracy of combo-style building setups.

Faster Performance for Combo Building Designs
Optimizations were made to improve performance when rotating buildings that include attached structures, resulting in smoother interaction while designing complex layouts.

Embedded Configurator UI Consistency
Visual improvements ensures a cleaner, more consistent interface.

SalesView Performance Issue Resolved
Fixed an issue that could cause the SalesView changes endpoint to respond slowly when viewing updates.

Client Creation Error Fixed
Resolved an issue where newly created clients could encounter a 404 error immediately after creation.

General Stability Improvements
Additional backend improvements help improve platform reliability and reduce the likelihood of unexpected errors during normal use.

Enhanced lead details for better visibility into customer designs.

Improved configurator experience when updating existing designs.

Expanded building configuration support with new structural options.

Reliability improvements for publishing site updates and platform stability.

Enhanced Lead Detail View
Sales teams can now see richer information about customer designs directly within the lead detail page, including design previews, floorplans, building style and size, and quick access to open or edit the latest design.

Header Bar Support for Building Openings
Configurations now support header bar components, enabling more accurate structural options when defining building openings.

SmartBuild Product System Mapping
Integrations with SmartBuild now support mapping multiple product systems, improving compatibility with vendor data and enabling more flexible configuration setups.

Embedded Configurator Messaging Improvements
When updating an existing design within the embedded configurator, users now see clearer messaging around saving changes, improving confidence during the design update process.

Cleaner Embedded Editing Experience
The "Available Payment Options" link is now hidden while updating a design to reduce distractions and keep the editing workflow focused.

Improved Vendor Configuration Data Management
Vendor industry settings are now standardized, helping ensure integrations automatically apply the correct configuration behavior for different building industries.

Site Publishing Reliability
Fixed an issue where publishing updates to site details could fail due to a locked publishing process, preventing users from saving their changes.

Platform Stability Fixes
Addressed several backend errors that could occasionally trigger system exceptions, improving overall reliability of the platform.

Improved interior room configuration and rendering for more accurate building layouts.

Better SmartBuild integration behavior to prevent premature job creation.

Mobile experience enhancements for viewing site information on the go.

Improved visibility and accuracy for payment status tracking.

Interior Walls Support for Sheds
Interior wall functionality now supports shed-style structures, enabling more flexible interior layout planning within shed configurations.

Attached Building Rendering Support
Configurations can now support attached building structures, enabling combo-style buildings to render correctly when connected structures are included.

Mobile Sites Tab Access
The Sites tab is now visible on mobile devices for easier access to project site information while keeping editing features disabled to maintain a streamlined mobile experience.

SmartBuild Quote Workflow Improvement
SmartBuild integrations now create jobs only when a design is submitted for a quote, preventing incomplete or draft designs from being sent to SmartBuild when users simply save their progress.

Improved Overhang Handling in SmartBuild Configurations
Very small overhang values are now automatically treated as no overhang, preventing incorrect overhang settings from appearing in SmartBuild-generated builds.

Platform Account Sync Improvements
User and dealer records are now better synchronized between staging and production environments, improving reliability for authentication and account management.

Payment Status Accuracy
Fixed an issue where certain payments appeared as "Pending" even after being settled, ensuring payment statuses now correctly reflect payout completion.

Interior Room Rendering Fix
Resolved an issue where flooring and ceiling selections from a parent room were incorrectly applied to rooms created inside it. Each room now correctly renders its own finishes.

Room line items now appear in proper numerical order (Room 1, Room 2, etc.).

Fixed an issue where interior walls could appear twice in the estimate.

Fixed an issue where adding users to dealer profiles would not persist after saving.

Improved behavior when working with multiple interior walls.

Added support for rendering railings on additional sides of open structures where configured.

Fixed an issue where lead owners were incorrectly displaying as "Not Assigned."

Resolved a bug preventing users from being properly assigned to new dealers.

Fixed structural alignment issues in certain wraparound building configurations.

Shelf & Workbench Selection Fix
Corrected selection behavior for sheds without visual interiors to ensure proper dropdown options for size selection.

Roof Snoop Boost Icon Support
Added support for the new Boost icon for roof snoop components where configured.

Fixed a regression during IdeaPay onboarding that could cause a processing error.

Resolved an issue preventing automated testing workflows in SalesView from running properly.

Added a new Actions column to the Leads table.

The Design link has been moved into this column for a cleaner, more scalable layout.

The Actions column is pinned to the right for easier access.

SalesView is now powered by upgraded backend infrastructure, improving long-term reliability and performance.

Behind-the-scenes monitoring improvements help us detect and resolve performance issues faster.

Fixed an issue where setting a lead's dealer to "Not Assigned" could unexpectedly update other leads.

Resolved duplicate confirmation messages when assigning a dealer.

Fixed a bug preventing users from being removed from a team.

Fixed a loading issue that caused the Components page to show an endless spinner.

You can now use multiple option keys in Smartbuild mappings, making it easier to flag designs that include options not supported in Smartbuild.

Mapping grids now support copy & paste for multiple rows and columns, speeding up large configuration updates.

You can now delete mapping rows directly, no admin workaround required.

Partial walls and gap panels for carports now render correctly in Smartbuild for more accurate builds.

The Boost Thank You dialog now correctly displays the customer's name and email after submission.

For metric system users, model size labels now display in millimeters (mm) instead of centimeters (cm).

Fixed a broken link in the new user welcome email that prevented login.

Resolved an issue where changing interior wall orientation caused the configurator to collapse from two rooms into one.

Improved mobile experience in SalesView for smoother navigation and clearer data visibility

More accurate and up-to-date Smartbuild totals

Increased system reliability and monitoring in production

Continued rollout toward Boost as the standard experience

Removed the non-functional "Download List" button from mobile view.

Fixed layout conflicts between the notification bell and Intercom close button on mobile.

Fixed an issue where BeeSpring vent selections incorrectly showed flower box options intended only for windows. Vent component cards now display only relevant options, reducing confusion during configuration.

Fixed an issue in the Boost configurator where roof overhang options appeared twice for some suppliers. Options now display correctly and only once.

More transparent pricing when using SmartBuild totals

Improved accuracy in PDFs, quotes, and printed orders

Fixes for roof, wall, and layout issues affecting multiple clients

More reliable AR and configurator experiences

When SmartBuild pricing is used, quotes and PDFs now clearly reflect SmartBuild totals, subtotals, and tax amounts—eliminating confusion between pricing sources.

Leads now display a total value, making it easier to review and prioritize opportunities at a glance.

Resolved issues affecting mansard porch roofs and roof overhang options, ensuring correct behavior across more building types and suppliers.

Fixed issues where doors and windows disappeared after printing an order and where certain interior wall layouts created unexpected extra rooms.

Fixed an issue where "View in Your Space" links could fail after being shared, restoring a smooth AR experience.

Resolved cases where specific wraparound designs were not being sent correctly to SmartBuild.

More reliable links when opening SmartBuild from SalesView

Fixed lead ownership assignment issues in SalesView

Clearer, more consistent labeling in Product Catalogs

SalesView now opens the correct SmartBuild experience for vendors that use custom SmartBuild setups, reducing confusion and misdirected links.

Product Catalog sections now use consistent naming ("Products & Pricing") across components and pricing views.

Resolved an issue where admins and managers could not assign owners to leads and only saw "Not assigned" as an option.

More reliable SmartBuild links on quotes

Pricing accuracy fixes for carports and storage buildings

Usability improvements across SalesView and Boost

Quotes now open the correct SmartBuild design every time, eliminating broken or misdirected links.

When opening product data in a new tab, the system now remembers the branch you're working in—reducing mistakes and saving time.

Fixed an issue where gap panels were incorrectly charged on fully enclosed storage walls.

Composite decking color options now appear correctly in estimate and design emails.

Digital signatures now reliably appear after completing Pay Now checkout

Fixed form submissions that were not redirecting users as expected

Fixed an issue where submit buttons configured to redirect users to an external page were not redirecting properly after submission.

SmartBuild Integration Links — Fixed missing SmartBuild job links in SalesView, ensuring every job now displays its correct SmartBuild reference.

Frameout Width Restrictions — Corrected an issue that caused incorrect restrictions on frameout widths when storage sections and partial panels were used.

SalesView Load Timeouts — Resolved timeouts and slow load times for leads in SalesView by optimizing query and search request parameters.

Install Charge Visibility — Fixed an issue where some dealers could not locate or disable unexpected "Install Fee" charges, restoring proper visibility into pricing settings.

Signature Block — allows precise placement of signature fields.

Initials Block — adds signer initials where needed.

Date Block — automatically populates the date of signature.

HubSpot Name Duplication: Fixed issue where last names appeared twice in HubSpot records.

Client-Enabled Product Catalog Publishing: Removed the test requirement upon publish (for clients only), which prevented non-IdeaRoom users from publishing catalog updates.

Hip Roof Wraparound Porch: Added new Hip Wrap Porch style available. Implementation is required.

Multiple Payment Handling: Orders now support multiple payment records properly linked to sales transactions.

Fixed regression where webhook order data failed to include protected pricing information. SalesView will now show pricing for Protected mode configurators.

Fixed synchronous webhook failures for certain configurators.

Fixed regression where webhook order data failed to include protected pricing information. SalesView will now show pricing for Protected mode configurators.

Fixed synchronous webhook failures for certain configurators.

Improved Payment Linking — Enhanced payment system now handles multiple payments per order and links them accurately to the correct Sale record, ensuring full tracking of customer transactions.

In-Browser Digital Signature Flow (Beta Release) — Buyers can now sign documents directly within the checkout, reducing friction and eliminating the need for external email links.

Visibility Controls — Action buttons (Save, Quote, Checkout) can be dynamically shown when logged into Sales Tools. Available options: always, never, or when logged in.

SalesView Loading Issue — Fixed a bug causing leads to fail to load when accessed by any user.

Configurator Door Removal — Resolved issue where saving a default style could remove doors in some designs.

Lead Email Notifications — Fixed a bug preventing configurator emails from being delivered, ensuring leads now generate proper notifications.

Text Editor Lists — Improved Terms & Conditions editor so typing "a." now correctly starts an ordered list.

SmartBuild Integration Links — Fixed missing SmartBuild job links in SalesView, ensuring every job now displays its correct SmartBuild reference.

Frameout Width Restrictions — Corrected an issue that caused incorrect restrictions on frameout widths when storage sections and partial panels were used.

SalesView Load Timeouts — Resolved timeouts and slow load times for leads in SalesView by optimizing query and search request parameters.

Install Charge Visibility — Fixed an issue where some dealers could not locate or disable unexpected "Install Fee" charges, restoring proper visibility into pricing settings.

Buyer Actions Tabs Mismatch — Fixed issue where buyer action tabs didn't align with selected checkboxes, ensuring correct behavior when modifying configurations.

WYSIWYG Editor Disabled — Restored typing functionality in the "Documents" editor for client-managed Terms & Conditions.

Large Text Formatting — Corrected inconsistent line spacing when applying large text formatting in document editors.

Saved Lead PDFs — Fixed issue where downloaded PDFs didn't reflect updated lead data after edits.

Configurator Lag on Gap Walls — Resolved configurator lag when placing windows on special wall configurations.

View-only product catalog: Clients can now securely view their data — helping ensure accuracy and transparency.

Export to Excel: You can now export all catalog data directly to Excel for analysis or offline review.

Flexible electrical packages: You can now edit individual items within package constraints for more control and customization.

Terms & Conditions search: The search bar now automatically focuses when the token menu opens, saving a click every time.

Configurators now display color and style group options emblems for enhanced design flexibility.

Dealers' SalesView experience improved — privacy restored and password resets now reliable.

Product Data "View-Only" mode is more intuitive, with better search, filtering, and navigation.

Emblem color options restored — Emblem color groups (e.g., black/white) now display properly in configurators.

Table search and filter UI — Users can now search and filter tables directly within Product Data for faster navigation.

Non-empty tables only — Product Data (view-only) now shows only populated tables for a cleaner interface.

"View larger" shortcut fix — The ⌘ + Enter shortcut and right-click "View in Larger Window" options now work correctly.

Improved performance monitoring — Captures 7% of spans in production and 100% elsewhere to balance visibility and performance.

SalesView privacy issue resolved — Dealers can see only their orders.

Dealer deposit accuracy — Fixed issue where dealer deposit percentages defaulted to 0% or were missing from contracts.

Password reset reliability — Fixed inconsistent password reset behavior for dealer accounts.

Chevron icon fix — The closed chevron in the view-only product catalog now points in the correct direction for visual consistency.