What’s New & Improved Duplicated quotes now copy correctly When you duplicate a quote, it now keeps the Job Number, PO Number, and Hide Dollar Amounts setting — saving time and preventing mistakes. Easier quote re-sending Sent quotes now have a clear, prominent “Re-send Quote” button. No more digging through dropdown menus. Clearer draft quotes Quotes without a number now display “Draft Quote” instead of appearing blank — reducing confusion when managing multiple quotes. Send button works properly on web The Send button on the quote summary page now takes you directly to the PDF preview, so you can review and send with confidence. Mobile search fixed across the app Client and product search dropdowns now display correctly on iOS and Android. No more cut-off or hidden results. More helpful login error messages Instead of a generic “Problem logging in,” you’ll now see specific messages (like “Wrong password”) so you can resolve issues quickly. Improved commission page reliability If there’s a backend issue, the page now shows a clear error message instead of crashing. Enterprise settings access corrected Enterprise members will no longer be incorrectly redirected to an access-denied page when opening Settings. Cleaner, more consistent interface The product detail panel now matches the rest of the app for a more intuitive, consistent experience. Better desktop language clarity Updated interface wording (e.g., “Tap” → “Select”) for a smoother desktop experience. Admin experience improvements Polished dark theme, improved filtering, removed outdated sections, and added user drill-down for better visibility and control.

Bug Fixes & Improvements Editing line items on web now opens in a modal instead of a full page Fixed address fields showing extra commas or “undefined” text Empty Quote Numbers now clearly prompt you to add one PO# and Job# navigation now opens the correct step Sort options now behave exactly as labeled Notifications are shorter and no longer repeat Quote Number, PO#, and Job# can be edited directly from the quote summary Easier navigation between Products, Vendors, and Quotes with filtered views Search input now clears correctly when you start typing Fixed a crash in Commission Insights when data is missing

SalesPath v2.0.0 — Enterprise Release This release brings Enterprise capabilities designed to help teams collaborate better, manage customers at scale, and gain clearer insight into sales performance. Organizations & Teams - Work within clearly defined organizations to keep customer data separated and secure - Easily switch between organizations when managing quotes and customers - Invite team members, manage roles, and control access as your team grows Quotes & Sales Workflow - Faster, clearer quote creation with improved product and vendor flows - Easier quote review, duplication, and navigation - Cleaner, more professional PDFs with important line-item details prioritized - Ability to archive or delete quotes to keep records organized Sales Insights & Reporting - View performance across your organization or by individual sales reps - Track win rates and compare results over time - Month-over-month reporting to understand trends - Improved exports for sharing reports with leadership or accounting Billing & Subscriptions - Enterprise-ready billing experience aligned with team usage - Clear separation between personal and organization billing Web & Mobile Experience - Smoother experience on mobile and tablet, including iOS Safari - Improved navigation and onboarding for faster adoption - More reliable behavior across web and mobile apps Reliability & Quality - Faster searches and more consistent data - UI and stability improvements for day-to-day use

Signup flow improvements