Release Notes 26.3.3
What’s New
Enhanced Quote Editor with Warranty Linking
You can now enjoy a smarter, more seamless quoting experience in Xvantage with the new Warranty Linking feature — designed to help you build complete, protected solutions from the start.
Warranty & Hardware Linking: Link warranty products directly to their associated hardware when creating or editing quotes. You can start from the cart, build a new quote, or even begin with a warranty and link it later using key details.
Seamless Checkout Experience: Your linked hardware and warranty items now stay connected from quote to order, ensuring accuracy and consistency throughout the checkout process.
Faster, Smarter Quoting: Simplify warranty inclusion, reduce manual effort and ensure every customer solution is fully covered.
This enhancement gives you a faster, more accurate, and complete quoting experience, helping you deliver fully protected solutions with ease in Xvantage.
Integrations Hub — Enhanced Configuration, Automation & Data Sync
Integrations Hub continues to evolve with new capabilities that make it easier for you to connect systems, automate workflows, and access Xvantage data more efficiently.
Improved ConnectWise uninstall experience: When uninstalling the ConnectWise PSA integration, you are now redirected directly to the relevant configuration screen where you can disable the integration—ensuring a more consistent and seamless experience.
Centralized API credentials: You can now find your Cloud Marketplace API URL, username, and subscription key directly under Manage apps, giving you a single, reliable place to manage integration access.
Rewst workflow automation: You can connect Rewst to automate customer management, subscription updates, order creation, and reporting—helping reduce manual effort and scale your operations more efficiently.
Integrations performance dashboard: A new dashboard provides visibility into your app usage and performance, helping you monitor activity and optimize your integrations.
Enhanced Salesforce CRM synchronization: You can now retrieve detailed quote data—including lines, totals, statuses, and terms—with flexible filtering to display only the information relevant to your workflows.
HubSpot CRM workflow improvements: Key workflows are now more flexible and consistent, with improved data alignment, standardized mapping, reduced duplicate processing, and enhanced monitoring for easier troubleshooting.
These enhancements give you greater control, better visibility, and more flexibility to manage integrations and streamline your day-to-day operations.
Mobile App: Order Status Tracking Push Notifications
You can now receive real-time order updates directly in the Xvantage Mobile App for iOS and Android, keeping you informed at every stage of the order journey—from confirmation through delivery.
Real-Time Notifications: Instant alerts notify you of key order status changes, including confirmation, shipping, delivery and backorder updates.
Notification Preference Management: Control which notifications you receive by easily toggling preferences on or off within the app.
Quick Access to Order Details: Tapping a notification takes you directly to the relevant Order Details screen where the current status and tracking information are available in one place.
These enhancements help you stay informed, respond faster to order changes, and manage your orders more efficiently on the go.
Cisco Quotes — Mandatory Service & License Visibility
The quoting experience in Xvantage has been enhanced to provide clear visibility into mandatory service and license requirements for Cisco configurations, helping you ensure quotes are complete and accurate from the start.
Clear service & license visibility: During quote creation, you are now informed when a Cisco configuration requires an associated service or license, ensuring required components are not missed.
Guided messaging in quote flow: Clear messages are displayed within the quote experience to highlight mandatory requirements, making it easier to understand dependencies while building configurations.
These enhancements improve transparency and help you create more accurate and complete Cisco quotes.
Improved Account Hold Visibility due to Expired Tax Exemption Certificate
Xvantage now provides clearer visibility when your account is placed on hold specifically due to an expired tax exemption certificate, helping you quickly understand the reason and take action to resolve the issue. When this type of hold is applied, a prominent banner appears at the top of Xvantage upon login, informing you that order processing is blocked and providing guidance on how to resolve the issue.
