August 2023

 

Security Audit Report:  Recording additional events:a) user actioned the export of data 
b) user actioned the import data
c) user delete documents - on dashboard
d) user created a document
e) user edited document 
f) user created a new "user role"
g) user changed a users assigned role
h) user created a user profile (login)
i) user modified the privileges on of a role
j) user attempts  to login more than 3 times with the wrong password
k) user attempted to login outside allowed IP range
 
QuoteCloud User Roles - update:
- Added a new privilege "Allowed to delete documents", default is "on".; all existing roles for existing users is "on"

DELETE ALERT - Trigger an email to the system administrators if a large amount of documents are deleted
a) the threshold to trigger the mass delete action is configurable in company settings
b) the mass delete action alert can be from a multi-select and deleting quotes in one go
c) the mass delete action alert can be deleting a number of quotes one by one in a certain time period.

** COMING SOON ** + ITINERARY CCTE PLUGIN - The CCTE API has been updated to process custom segment types that can be defined in CCTE, for example a segment type called "Motor Home".

 

+ TRAVEL ITINERARIES - Allow Travel Booking Reference ID's to editable in the sales quote document editor to cover cases where the wrong ID is coming from CCTE/ Tramada or a GDS.

+ CUSTOMER ADDRESS BOOK - CUSTOM FIELDS - Added the ability to define 10 custom fields for use in the Customer Address book, this allows system administrators to define specific data to record for each customer.  This is useful where QuoteCloud is used for a CRM solution and the need to record more information about customers is needed.  Updated functions are:
a) Customer Address Book Maintenance
b) Import and Export of Customer Data via CSV files
c) Document Editor - Text Editor Content Blocks - Data items drop down - now has custom fields for customers available
d) Document Editor - Spreadsheet Content Blocks - Data items drop down - now has custom fields for customers available
e) Zapier API now includes custom fields from the Customer Address Book
f) GraphQL API now includes custom fields from the Customer Address Book

+ SALES QUOTE DASHBOARD - UPDATE STATUS CONTROLLER - If you updated the status of a document on the dashboard - then it broke the document rendering (HTML and PDF) because the Update Status Controller did not regenerate the styles CCS for the document that gets saved with the document, status actions affected were:

a) update "Approved"

b) updated "lost"

c) updated "paid"

d) updated "signed"

e) updated "part signed"

f) updated "part paid"

+ SALES QUOTE EDITOR - PAGE FOOTER / PAGE HEADER - All colour pickers were not showing the current selected colour value if you edit a row or widget - it was reseting the colour value to 100% transparent all the time.

+ SALES QUOTE VIEWER - updating navigation menu for the Document Viewer - all actions have been moved to a new "action" drop down menu, with the left vertical menu bar not removed.

+ TELCO - CONTRACTS AND PLANS PLUGIN - New feature added to the Telco Service Contracts & Plans software automatically calculates a new data item called "Cooling Off End Date". A cooling-off period refers to a designated span of time during which a person can reconsider and potentially cancel a contract or agreement without incurring any penalties or obligations. This period is intended to provide consumers or parties involved in a transaction with an opportunity to think over their decision and make sure they are comfortable with the terms before finalising the deal. The duration of cooling-off periods varies from one jurisdiction to another and can depend on the specific type of purchase or agreement. It is crucial for consumers to understand their rights during these periods, as it allows them to reconsider their decision, cancel the contract, and obtain a refund if necessary.  These new settings allow you to define the length of the cooling off period and the public holidays that add to the cooling off period. A cooling off period is business days only therefore does not include weekends and public holidays when calculating the expiry date of a cooling off period.  The Cooling Off Date can be displayed in document templates to appear in sales quotes sent to customers, it is also available on the Document Dashboard and in API's (Zapier & GraphQL)

+ TRAVEL ITINERARIES - EDITABLE ITEMS - added "Meals" to be editable on Flights.

July 2023 

+ TRAVEL ITINERARIES -  if a document created from any API - If the "Document Source" is an API not manually created -and it has been moved to trash bin, then if that same document is being recreated from the API, then QuoteCloud will now delete the document in the trash-bin and recreate it from the document template.

+ OPEN/CHANGE STATUS/ACCEPTED - DOCUMENT EMAIL ALERT - TRAVEL ITINERARY PLUGINS -  the email alert sent when a document is opened / changed status / sales quote accepted by a recipient (if travel a plugin is installed the email now included Travel Booking Reference, Travel Destinations, Travel Start Date and Travel End Date)

+ SALES QUOTE EDITOR - TELCO PRICE TABLES - MOBILE PLANS - SELECT DEVICE - when you open this modal for a second time, it is not rendering the columns in a compact way (width of columns do not look right).  This is now resolved.

+ SALES QUOTE EDITOR - PRICE TABLE SETTINGS - LABELS - if you switch off tax (AT COMPANY SETTINGS), it should not show any settings that relate to tax, currently the label for tax is appearing in the settings modal.  This has been updated and resolved.

+ SALES QUOTE EDITOR - TELCO PRICE TABLES - MOBILE PLANS - lets you change the contract term (Min term) (ON DEVICE AND PLAN) after adding a plan and device. this should not be editable.  This change has been made and released.

+ SALES QUOTE EDITOR - PRICE TABLES - ICONS - Allow the user to click on an icon to edit directly on the price table, instead of needing to open settings. Does not reserve space for an empty icon if none are set.

+ SALES QUOTE EDITOR - PRICE TABLES - The icons (if used) are showing large on load, then shrink back to normal size. This has been improved and resolved.

+ SALES QUOTE EDITOR - PRICE TABLES - The option to "allow customers to change quantity to order" can be sent to "on" when the Qty column is hidden on the sales quote.  The user interface has been improved to intelligently hide unwanted data or settings. 

+ SALES QUOTE EDITOR - ROW HEIGHT - does not intelligently recognise the page size and orientation when setting to half page, 1/4 page height etc.  It was stuck using only measurements for A4 portrait. This has been resolved.

** BUG ** - SECURITY CONTROLLER - You can delete all roles that would allow you to administer user accounts and roles, which means you are forever locked out from managing users.  Protection has been added to prevent this sittuation.

+ COVER PAGE - SALES QUOTE EDITOR - Added Unsplash as an option to use in cover pages

+ SALE QUOTE EDITOR - PRICE TABLE - TOTALS LABELS - when repeating costs are switched off in company settings; and you have additions or tax enabled; and use the detailed type of price table total, the label "one-off costs" is displayed but cannot be edited like other labels can be changed.  This has now been improved and the label is available for modification.

+ GRAPH QL - API Schema update

a) added Product SKU

+ TRAVEL ITINERARY PLUGINS - SALES QUOTE EDITOR - TEXT BLOCKS - added new data Item - Trip View (links to TripView Website), 

+ SALES QUOTE DASHBOARD - allow Revise sales quote document on all document status's

+ TRAVEL ITINERARY PLUGINS - CCTE / TRAMADA / SABRE GDS - Make some data items within segments editable, (note if you resync an intinerary from your mid office or GDS after editing data in QuoteCloud, the data will sync back to that received from the mid-office or GDS.

1. Remarks
2. Company Name
3. Location
4. Supplier name
5. flight class
6. Car details:
   - description
   - status
   - car type
   Flight details:
   - airline/flight
   - departure and arrival terminal
   - origin + destination (string edit not address)
   Accommodation:
   - address
   - status
   - Contact
   Coach:
   - Service
   - status
   Transfer:
   - description
   - status
   - pickup and dropoff
   Train
   - Origin + destination
   - seat number
   - company
   Package details:
   - Departure and arrival
   - status
   Activity details:
   - Departure and arrival
   - status
   Cruise details:
   - Departure and arrival
   - cabin
   - status
   Surface details:
   - Departure and arrival
   - status
   Miscellaneous details:
   - Departure and arrival
   - status
   Insurance details:
   - plan
   - cover

 

available on these Itinerary Styles:

a) explorer

b) helloworld

c) Aeroplane

d) escape

+ QC - CCTE ITINERARY SYNC.- "Price Adjustments" created in CCTE are not appearing on price tables, we have updated the QuoteCloud to display these price adjustment records now.

+ MANUAL TRAVEL ITINERARY WIDGET - If using the manual itinerary widget to add segments in between segments auto generated from CCTE, SABRE GDS, or Tramada, etc  QuoteCloud will now match the same formatting settings used by the Itinerary Segments created from  CCTE, SABRE GDS, or Tramada e.g theme and colour settings, also by default set the passenger booking header to HIDDEN.

+ TRAMADA TRAVEL INTINERARY SYNC PLUGIN - Segments now include "Duration" data item on itinerary segments(Hotel, Tour, Misc, Bus, Train, Ferry, Transfer)

+ TRAVEL ITINERARIES WIDGET - Brisbane airport is coming up as an international airport and not domestic airport

+ CCTE TRAVEL ITINERARY SYNC - Added the "hide" switch like on "pricing section" to allow users to hide the Itinerary section if required, sometimes travel consultants dont actually want to send the itinerary segments and only the price section.

+ CCTE TRAVEL ITINERARY SYNC - ITINERARY SEGMENTS - allow the user to drag and drop the order of segments in QuoteCloud

a) when hovering on the segment QuoteCloud now shows the normal tools action button that users can click on to show the options "up", "down" and "delete" icons

b) travel consultants can drag and drop segments using the "dot dot dot" tool bar action button

+ SUBSCRIPTION BILLING CONTROLLER - We now send an email 3 months out from a Credit Card Expiring, to avoid  issues with access to users QuoteCloud account when subscription collection stops.  

+ BILLING - QuoteCloud Subscripbers can no longer move to the Free plan if they have outstanding invoices to pay, subscribers must pay all invoices first.

+ BILLING - When subscription payments fail users can no longer subscribe to any new plugins until unpaid invoices are paid.

+ API PROTECTION - added more protections to prevent mischievous API Requests overwhelming servers

+ SECURITY UPDATE - Implemented IP Filtering controller to allow corporate QuoteCloud customers to use a VPN to access QuoteCloud and restrict the access to a company account based on an IP address range.

+ CCTE TRAVEL ITINERARY SYNC - HOTEL SEGMENTS - If hotel segments are using the duration field in CCTE we now take account of this formula: Qty x number of nights x rate.

+ ITINERARY - ORIGIN DATA ITEM - new data item firstDeparturePort is now avialable - this data item is using the itinerary segment and looks for the first segment with an origin (earliest date) and use this for firstDeparturePort

June 2023

+ COVER PAGE - removed itinerary widget from Insert cotent menu as not applicable to the cover page.

+ COVER PAGE - The Insert Widget (plus icon) does not let you "Paste" so when you copy a row you are forced to paste inside a row, creating an unwanted inner row.

+ SALES QUOTE DOCUMENT VIEWER - FORMS - There is now a "Fill in" tab that appears on the left of the document that moves to point to where input fields need completing, or document needs a signature

+ SALES QUOTE EDITOR - when editing a document data items embedded display the value available for that data item (if available) rather than the data item name.

+ OPEN AI BUTTON (CHAT GPT) - Add a dismiss button to the Setup AI tab at the bottom of the Document Editor so this can easily be removed if unwanted

+ SALES QUOTE EDITOR - Added a new video guide for new users 

+ TELCO PLUGIN - SETUP GUIDE - Added a new video guide for new system adminstrators wanting to configure the product catalogue and plans catalogue for the Telco Contract and Plans plugin

+ COPY QUOTE - improvements have been made to this function as follows:

a) colour settings are now copied from the source document (sales quote)

b) the cover page background image is now copied from the source document

+ SALES QUOTE EDITOR - You can Edit a document, copy the link and open another tab, paste the link, then edit the same document in different tabs, as soon as you save and review it will break the content on one or more of the other tabs. This is an issue with web sockets and has since been improved.

+ NEW ACCOUNT - REGISTRATION - Consultant Role - we now set the default for consultant role to be allowed discounting in sales quotes

+ CCTE TRAVEL ITINERARY SYNC - When revising a travel sales quote, and segments are added and where a travel consulting inserts content added under a travel intinerary segment, QuoteCloud now intelligently works out the segment that this content belongs based on date and destination, or a unique segment id if it exists.  This mean that QuoteCloud is better able to retain the position of content in relation to travel itinerary segments when the document is resyncs with CCTE, Tramada and Sabre GDS

* BUG * CCTE TRAVEL ITINERARY SYNC - SEGMENTS MISSING - if two or more segments have same type, date, location etc then QuoteCloud is not rendering the itinerary fully. This issue is resolved.

* BUG * CCTE TRAVEL ITINERARY SYNC - PRICE ADDITIONS - we have learnt that some types of Price Additions should not have GST applied, so we have updated the controller generating the price tables from CCTE not to apply GST on those additions that should not have it. This issue is resolved.

* BUG * - CCTE TRAVEL ITINERARY SYNC - INSURANCE SEGMENT - Travel Insurance segment types are not bringing over comments (remarks). This issue is resolved.

+ SECURITY AUDIT REPORT - for new accounts when there is no activity - the audit report does display - updated to show a message no activity to report.

+ EMAIL CAMPAIGNS - BUG FIX -  Send confirmation message - stays on screen even after you click send.

+ SECURITY AUDIT REPORT -  for corporate security compliance a new report tool is now available to report the login events 

+ NEW ACCOUNT REGISTRATION - TRAVEL SECTOR - I selecting the sector as teh industry in the account setup process, QuoteCloud offers these plugins CCTE / SABRE / TRAMADA / EXPRESS TICKETS - if selected default account settings will be different:

a) if a NEW QC TRIAL REGISTRATION - AND I select the "Travel" industry" then set the price table "additions" column "on"

b) if I activate Travel plugin is  (subscribed to) and the additions column is off then set the price table "additions" column "on"

c) switch on "Team Editing" by default (only on initial registration)

d) set date format to EEE DD MMM YYYY

reason: CCTE, Sabre, Express Docs, Tramada use the additions column for Taxes and Levies

+ TRAVEL ITINERARY PLUGINS - new PRIMARY DESTINATION data Item - this is available as a data item in Sales Quote Editor for text blocks and spreadsheet content blocks

+ CCTE TRAVEL ITINERARY SYNC - The document link in CCTE now opens the QuoteCloud document in "Edit mode", not view mode.

May 2023

+ COVER PAGES - Updated the Upload file to let you choose from unsplash or upload your own file

+ COPY SALES QUOTE - Did not offer the cover page that was on the sales quote being copied, the cover page is now copied from the source document.

+ HAND OVER CONTROLLER - When you do a hand-over to another sales consultant and you are using data items in the sales quote, (consultant first name and consultant last name) when you view the PDF format it is not showing the correct value, because the PDF does not get regenerated from a "handover" action.  The handover action will now regenerate the PDF

+ TRAVEL ITINERARY PLUGINS - ACCOMODATION - UNIT OF MEASURE - this segment can be sold by Day, Night, Person and Total, QuoteCloud now handles this situation.

+ TRAVEL ITINERARY PLUGINS - CRUISE SEGMENTS - UNIT OF MEASURE - Check it this can be sold by day/night and total, QuoteCloud now handles this situation.

+ TRAVEL ITINERARY PLUGINS - NEW DATA ITEMS

a) Itinerary Destinations ItineraryDestinations

b) Travel Start Date TravelStartDate

c) Travel End Date TravelEndDate

+ SALES QUOTE DASHBOARD - VISIBLE COLUMNS - UX Improvement - increase usability for column sort and selection to display on the sales quote dashboard 

+ SALES QUOTE EDITOR - TABLE FORMATTING - The options to set a border for top of table, bottom of table, and rows have been improved to operate more intuitively 

+ *BUG FIX * - SECURITY UPDATE - the privilege "Can change Subscriptions and setup the Payment Method"  is not preventing access to the subscribe to plugins and access the payments & billing area

+ SECURITY - Added a new privilege to prevent export of customer data from the customer address book

+ SECURITY UPDATE - Add new setting to User Roles, to prevent access to the Export Data function on the sales quote dashboard

+ SECURITY UPDATE - added control to disallow access to each export function i.e. product catalogue; telco devices, plans, etc sales quote dashboard; 

+ TRAVEL ITINERARY PLUGINS - SEGMENT STYLES - Added new style "Aeroplane"

+ TRAVEL ITINERARY PLUGINS - added 24 hour time format in itineraries

+ TRAVEL ITINERARY PLUGUNS - PRICE TABLES - BUG FIX - the prices are showing 4 decimal places in some cases

+ SALES QUOTE EDITOR - PAGE SETTINGS - in border style there is an option "Inherit' - this does nothing in QuoteCloud and came from HTML/CSS standards.  Default should be None and remove "inherit" as there is nothing to inherit from.

+ SECURITY UPDATE - CREATE DOCUMENT - Customer lookup feature - If you type then backspace (e.g. in the first name field) it shows the complete list of  customers below. this was identified as a data security risk, this action is not prevented. 

+ PUBLIC TEMPLATE LIBRARY - There is a new imporved Helloworld Branded Itinerary styled template available for all Helloworld branded and affiliate agencies.

+ SYSTEM SETTINGS - DISCOUNT BANDS - Previously you could change the dropdown in discount settings from DISCOUNT to MARK UP or MARGIN - this drop down should not be changable once the data is saved, QuoteCloud now only allows the drop down to select options when creating a new record, not editing an existing option.

 

April 2023

+ EMAIL CAMPAIGNS - a new restriction has been applied to sending email campaigns, email campaign sending is only allowed if sending from your own linked email account. i.e. Google API, Microsoft or SMTP.

+ EDIT PROFILE /COMPANY SETTINGS - EMAIL SIGNATURES - Not allowing images to be uploaded (as attachments), this feature is now avialable when editing default email content settings at both company and user account level

+ SECURITY UPGRADE - Updated all 3rd party software libraries to latest safe versions based on security checks

+ ** BUG ** - CUSTOM FIELDS - You cannot change the column title of a custom field in a price table. This is now available.

+ PDF DOCUMENT FORMAT - FORM BUILDER - CHECK BOX DATA TYPE- The label wraps under the checkbox on PDF format only. Is updated to show the label next to the check box on the same line now.

+ SALES QUOTE EDITOR - PRICE TABLE - PRICE LINE ITEM - Added new option "Make Optional" this displays a radio button for the customer to select this as an option and avoids needing to group line items under a sub-heading in order to make a single line item optional.

Mar 2023

+ ITINERARY SYNC PLUGIN - CCTE - Implemented filter to open QC Documents using a specific pattern that can be setup in CCTE, e.g. quote.cloud/PCC(AgentCode)/CCTE-booking-id. The user must have an active login session to open the document using this url

+ SALES QUOTE EDITOR - TEXT EDITOR - COPY AND PASTE images - Is not defaulting the width to 100%, at the moment the image goes off page. This has now been improved and is resolved.

+ quote.cloud domain name has been implemented to supercede the original quotecloud.net domain.  The legacy domain name quotecloud.net will remain active.

+ SALES QUOTE VIEWER - QUOTE PREVIEW - FORMS - CLUSTERED ROWS - You can click on the ADD button when "previewing" the quote, which serves no purpose.  This has been resolved.

+ MANAGE PRODUCT CATALOGUE - If opened from Sales Quote Editor - if you use the data import or export tool it breaks the page. This has been improved and resolved.

+ SALES QUOTE DASHBOARD - VERSIONS MODAL - The document title is showing encrypted at the modal title bar, this has been fixed and released.

+ DOCUMENT TEMPLATE LIBRARY - If you rename a document template it removes the "description" it seems to be remembering the last block of text used in this modal.  This has been fixed and released.

+ SALES QUOTE EDITOR - If you set PDF header or PDF footer to 0px height you cannot get access to the tool bar any more. The user interface has been updated to show the toolbar for the row if you hover of the PDF PAGE  FOOTER or PDF PAGE HEADER label (pill).

+ SALES QUOTE DASHBOARD - The "Support" button in the left column navigation bar is only working for the sales quote dashboard, none of the others, i.e. inbox, campaigns, forecast, etc.  This has been updated and resolved.

+ NEW TEMPLATE - This process now prompts for name and description before opening the document editor, we found the previous method had issues trying to use content libraries, and having more than one user create a new template in an account.  

+  TEXT EDITOR - The text editor has been upgraded to now use the Tiny Text Editor - this is a far more powerful content editor that the previous technology and bring with it many new features and improved copy and paste technology.  the Editor has been upgraded in these components:

a) text content library

b) product catalogue notes

d) send document/sales quote modal

e) form builder - content block widget

f) Email campaign editor

g) Telco - Contracts and Plans plugin - Devices

h) Telco - Contracts and Plans - Phone system hardware

i) PDF - Page Header and Footer Content - Text Block

+ SALES QUOTE EDITOR - The "PDF PAGE FOOTER" label shows on top of the price table options menu if you happen to be at the bottom of the page and click on the ... button. This UI issue has been improved and resolved.

+ USER PROFILE PREFERENCES - SALES QUOTE EDITOR - Added a new switch to "Edit Profile" to toggle Text Editor 'right mouse click' preferences: show "text editor contextual menu" or the "web browser menu".  this is useful where users prefer to access the spell checking available in the browsers right click action, rather the text editor contextual options.

+ USER MANAGEMENT - updated company settings to allow a system administrator to force Two Factor Authentication for all users in a company

+ SALES QUOTE EDITOR - SPREADSHEET TOOL - Allow the sales consultant to connect the quantity field to a price table linme item to a spreadsheet value, (same as can be done for description and price currently)

+ SALES QUOTE EDITOR - SPREADSHEET / TEXT BLOCKS - DATA ITEMS - updated the available list of data items to embedd in text blocks and spreadsheets to include all available price table total costs data items, e.g. Full term cost (EX TAX) , Full Term cost GST,  Tull Term Cost (INC TAX), Total Cost (EX TAX), Total Cost (Inc Tax)

+ SALES DOCUMENT TABLE OF CONTENTS (TOC) - the list numbering in a TOC when set to Auto does not seem to make sense. It should default to None, as there is no point to an option called "Auto".

+ SALES QUOTE DASHBOARD - EXPORT TO CSV - The export file does not contain all the attributes that are available - updated this export tool to contain all newer data items available

+ SALES QUOTE EDITOR - FORMATTING COLOUR - when using the colour picker, and you use the colour picker it changes the colour on the document as you move around the colour pallet, however, if you click cancel on the colour picker it does not set the colour back to the previous value, this feature has been improved.

+ SALES QUOTE EDITOR - SECTION TITLE - If you customise the colour it updates the colour in the document, but if you switch off the customised colour, it does not update the document in edit mode.

+ ESIGN - ORDER NOW - REMOVE SIGNATURE - This fucntion is not working in the "order now" function, this has now been resolved

+ PRODUCT CSV IMPORT - Now we have SKU as a data item in the product catalogue we have made this available as he main identifier instead of the legacy "record id"

+ SALES QUOTE EDITOR - COPY - FORMS - Copy and paste of a form stopped working, it was just created an empty form, this is now resolved.

+ NEW ACCOUNT REGISTRATION - Default the country based on the domain name extension e.g. com.au should default to Australia, .co.uk or .uk should default to Unitied Kingdom etc

+ TEMPLATES - SYSTEM DEFAULT - BLANK DOCUMENT TEMPLATE - The blank document template is not properly styling the Additional Fee column, this is now working correctly

+ SALES QUOTE EDITOR - PRICE TABLE - COLUMNS HEADINGS - The column headings for custom field and additional fee do not 100% match the current settings when you use the price table settings modal - this is now resolved

+ SALES QUOTE EDITOR - PRICE TABLE - COLUMNS HEADINGS -The "upper case" and "capitalise" setting for column headings when set in Price Table formating formatting modal are not represented as they are set when you go to the price table settings modal.  the Price Table settings modal always displayed them as upper case

+ SALES QUOTE EDITOR - PRICE TABLES - If you create a blank quote - then create price table - click the 'preview' toggle switch - you don't see borders - but if you save and review, then go back and preview everything is fine - this has been improved now

+ SALES QUOTE EDITOR - PRICE TABLE STYLES - The price line notes border value (left) does not get returned when you have a value in it and reopen it later on. This is resolved.

+ SALES QUOTE EDITOR - Performance optimise Database Queries

+ SALES QUOTE VIEWER - Performance optimise Database Queries 

+ TELCO CONTRACT AND PLANS PLUGIN S- PHONE SYSTEM PRODUCT - removed the images at Monthly Pricing level as would never be used

+ SYSTEM DEFAULTS - BLANK COVER PAGE - Update the format of the default cover page for Blank Documents with updated design layout

+ SYSTEM DEFAULTS - BLANK COVER PAGE - Updated the default cover page background image

Feb 2023

+ SALES QUOTE EDITOR - PRICE TABLE - TOTALS SECTION - If Margin, Discount and markups are not used then we will no longer show the column in the editor - currently it is greyed out, now does not display at all.

+ SALES QUOTE VIEWER - FORMS - if a form is the last item in.a sales quote, it does not render the page background colour. This has been fixed.

+ SALES QUOTE EDITOR - PRICE TABLE - Additional Fee isn't formatting properly when it's a recurring cost. shows 0 instead of 0.00.  This has been resolved

+ COVER PAGE - UPLOAD FILE - If you attempt to upload Webp format it fails, this has been upgraded to allow this format to be used.

+ SALES QUOTE EDITOR - PRICE TABLE - The "Additional Fee" column heading is not listening to the alignment settings.  This has been resolved.

AI TAB - Added a tab to bottom of the Sales Quote Editor:

a) tab only appears if you have access to company setting priviledge

b) the tab contains the same settings that appear in the "Company Settings" modal for AI setup

c) after setting up the AI the tab disappears

d) allows the user to dismiss the tab if they don't want to setup AI at all

+ REGISTRATION CONTROLLER - Added intellegence to offer useful plugins based on your industry - e.g. travel - suggests the travel plugins.

+ REGISTRATION CONTROLLER - SAFARI BUG - Phone number was marked as required even though the phone number was entered, if you remove the spaces it let's you through though.  This has been improved and resolved.

+ EMAIL CAMPAIGNS - AUDIENCE - the import pogress modal never closes - it does seem to complete the import though.  This has been improved and resolved

+ CONTACT ADDRESS BOOK - CONTACT NOTES - Cannot delete a note - you get an error. This is now fixed

+ BUG - BILLING SETTINGS - You should be able to edit Company details without having to add a credit card, this has been modified and resolved.

** BUG ** + SALES QUOTE EDITOR - PRICE TABLES - FOOTER STYLE - MAIN TOTALS LABLES - Setting the Heading Case to "Capitalize" does not change the labels in the editor view, although the sales quote document viewer does display correctly.  This has been improved and resolved.

+ CHAT GPT - implemented Chat GPT inside QuoteCloud to write proposal content.

+ SALES QUOTE VIEWER - FORMS - MULTIPLE FORM SUBMISSIONS - When allowing the user to submit more than one form submission, the button to allow you to save the form submissions can end up off screen and you cannot scroll to it.  This has been improved and resolved.

+ SALES QUOTE VIEWER -  When repeating cost feature is switched off in account settings, the option in price table settings for "total recurring cost" is displayed but is of no use, this option is now hidden in this sittuation to keep the user itnerface tidy.

** BUG **  ESIGNATURES - It is possible for a user to leave a quote open in their browser, the sales consultant then revises the quote; but the customer e-signs the sales quote they left open.  The system then errors, this has been resolved

** BUG ** COMPANY SETTINGS / BLANK TEMPLATE - After implementing Blank Template to replace edit styles and company settings, the Tax label is no longer set correctly based on the country you select.  This has been resolved.

+ SALES QUOTE EDITOR - PRICE TABLE - CUSTOM FIELDS - If you sort the columns using custom fields, the save and preview, come back, then open setting again you will find the custom fields order put them at the bottom (right side) of the table, this has been improved and resolved.

** BUG ** SALES QUOTE EDITOR - PAGE SETTINGS - CONTENT SETTINGS - If you backspace in any of the input fields, it puts a "-" but does not change this in the document view, if you put 0 it works. If you backspace the software should set 0 as the value if it is going to show "-".  This has now been improved and resolved.

+ BUG - SALES QUOTE EDITOR - If you set a background colour on a row then group price line items - it is not handling the background colour nicely. This has now been improved and resolved.

+ QC - SALES QUOTE EDITOR - PRICE TABLE SETTINGS - REMOVE TAX - If you remove tax in a price table - and preview - the software correctly removes the "Total" column, however if you switch tax on it should put the total column back in when you preview - but it does not. This has now been improved and resolved.

Jan 2023

+ PRICE TABLE - TOTALS SECTION - SIMPLE FORMAT - new option to simplify the display of price table totals to Sub Total, tax and total including tax.

+ TELCO - DEVICES - SKU's - Added a "Copy Image Set" button to SKU, so you can copy and paste a set of images to other SKU's for a Device.

+ TELCO - DEVICES - SKUS - Added a Duplicate button to the SKU  so you can duplicate the record (and images) to save time uploading the same set of images if the same (e.g. on SIZE changed but colour did not)

+ SALES QUOTE DASHBOARD - when scrolling down the list of documents, the head / columns row now stick to the top so you don't lose left and right scroll buttons and column headings.  This was a usablilty improvement.

+ COVER PAGES - SAFARI ISSUE - If you try to use the upload file feature to add a cover page in the sales quote editor / cover pages - it does not work - this was a Safari browser only issue.  This is now resolved.

+ TRAVEL ITINERARY WIDGET - Added a setting for Icon Style - "Line" or "Solid", and Font Weight for the Icon - default is 500;

* BUG * - SALES QUOTE EDITOR / SALES QUOTE VIEWER - Tax isn't showing up after switch on and then off "remove tax" from price table settings, total column is missing as well especially when "Additional fee" is enabled.  This is now resolved.

+ WORKFLOW - APPROVING - When you click on the approve link in the email, and you are not logged in, after you login it does not take you to the quote to approve it, you have to go find it. It now takes you to the quote that needs approving so it is an easies process.

* BUG.* - SALES QUOTE EDITOR - PRICE TABLE - ADDITIONAL FEE column - the currency value is not being formatted correctly. missing decimal places. This is now resolved

+ SECURITY ROLES - if a user has the role permission "Only allow edit and create of users in my own sales team" enabled on their role, then they must not have access to assigning a role that would let them create users that can then edit teams outside their own team.

** BUG ** - SALES QUOTE EDITOR - PRICE TABLE - NOTES FORMAT - Is not respecting the FONT STYLE Setting - I set it to italic - but did not show in sales quote viewer. This is now resolved

** BUG ** - SALES QUOTE EDITOR - PRICE TABLE - NOTES FORMAT - Is not respecting the BORDER WIDTH Setting. This is now resolved

+ NEW WIDGET - MANUALLY CREATE TRAVEL ITINERARIES - A new plugin is avialable to create an Travel Itinerary Content Block, this new smart widget allows a sales consultant to create style travel itineraries, for flights, hotels, car hire and more..

+ SECURITY CONTROLLER - New rule:

if "Allow access to create, edit, and delete User Accounts settings" is set to "off"; then grey out the switch "Allow access to create, edit, and delete Users in Other Teams" and set the switch "off"

+ SECURITY CONTROLLER - USER ROLES - New setting for "Customer Address Book" 

a) added new role settings for:

1. "Can add customers to address book when creating sales quotes"

2  " Has access to Customer Address Book search from the Create Sales Quote wizard"