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.