6.1

Date Published

July 6, 2025

Summary

🚀 New Features

• New way to build email and document templates using the SalesReady Integrated Web App.

🛠️ Enhancements

• Removed need to run scheduled TransactionExpirationBatch for expired documents.

• Changed configuration layout tab names.

• Relocated template management and code base to new web app.

• Optimized process for pulling sObject data and configuration for quote builder.

🐛 Bug Fixes

• Connected app and company info query adjustments.