Releases

Package versions

QuoteCloud is a managed package, installed from a link. These links install into a production org. Use the newest version unless support asks you to do otherwise.

0.19.0.1Latest

  • Revising a document from Salesforce updates it in place instead of creating a duplicate.
  • Opportunity products sync by external ID, through the new QC_Row_Key__c field, so repeated syncs no longer duplicate line items.
  • Opportunity contact roles sync by external ID, and document recipients map on create.
  • QuoteCloud document status syncs back to Salesforce again.

Install 0.19.0.1

0.18.0.1

  • A successful data item sync removes old definitions and saved mappings, and keeps current mappings.
  • Mapping rows show field names without internal IDs.
  • Settings show a small loading spinner in the header, without moving the form.
  • Document rows leave out routine retry details.

Install 0.18.0.1

0.17.0.1

  • Fixes document lists not loading because of how requests crossed between Lightning and Apex in customer orgs.
  • Recovery links have clearer contrast in error alerts.
  • Setup treats having no active automation rules as Optional.

Install 0.17.0.1

0.16.0.1

  • Dashboards no longer use a hard-coded username. The folder ships Shared, and admins select the running user.
  • After upgrading, you may need to change existing dashboard settings by hand.

Install 0.16.0.1

0.15.0.1

  • Uses the app.quote.cloud addresses, with connection and settings fixes.
  • Fixes optional contact validation, document status and Open.
  • Compact document details and filters, inline loading, and empty document sections are hidden.

Install 0.15.0.1