Highlights
Supporting Material in sales packages
The sales package page list has a movable Supporting Material divider. Displays, custom material and other pages can go before or after it.
- Supporting Material mode collects marketing documents after the divider and removes duplicates.
- New custom material is added before the divider by default.
- When content follows the divider, a cover with your company logo and the standard footer opens the section.
- The table of contents points to the section cover and keeps the correct page numbers.
Processing drawing options
Regional presentation settings let you use standard or custom processing system names in drawings, and choose between source–target and compact source-port labels for data cables.
More improvements
- Stable identifiers for custom fields. Custom properties, cabinet specifications and list values have stable identifiers. You can set one when you create a field, and it can’t be changed after saving. Formulas and product updates can refer to a field by its name or its identifier, and existing data is carried over.
- Cabinets per power run. Cabinets can now set a maximum number of cabinets per power run, in addition to the per-circuit limit. JSON and Excel import and export include it.
- Change source in activity history. Entries show where a change came from right after the person’s name: the web app, the API, the system or an Excel import.
- CRM integrations. Salesforce can upload sales packages as Salesforce Files or as legacy Attachments. monday.com can prefill customer, contact, address and Account Manager details when you link a deal. HubSpot BOM sync continues after a failed batch, and retries repeat only the failed steps.
- Lead portal link in PDF footers. Sales package footers can include a clickable link to the lead portal summary with
{{portal_submission_summary_url}}. - Series Setup Analysis is available to every organization for users who can open series setup.
- Redundancy and processing selection. Quick Setup redundancy options have simpler labels, and “Box” redundancy is now called “Controller”. Processing price comparisons include the input card and full variant prices. Converting a lead portal submission to an opportunity selects missing processing automatically.
- Smaller changes. Bulk Margin works on mixed selections and skips items that don’t support it. Bundle expressions accept
#comments at the end of a line. Missing detail drawings in current sales packages are created automatically, without replacing existing files.