16 July 2026v0.7.30
Deal creation, customer lookup, and write-up sheet previews
Deal entry is smoother for permissioned users, customer lookup is clearer, and write-up sheet previews are more reliable.
Changes & improvements
- Improved the customer picker on deal forms with a clear search action and more consistent shared-directory results.
- Made new deal creation handle visible sales channel and department routing fields more gracefully for users with permission-limited deal access.
- Raised address suggestion menus above drawer and form overlays so autocomplete choices remain usable in tighter workflows.
- Refined customer write-up sheet layout spacing, signature blocks, and footer placement so generated PDFs stay cleaner on the page.
Bug fixes
- Reworked print preview rendering for filled and blank write-up sheets to use Autopilot's self-hosted PDF preview runtime, reducing browser-preview instability while preserving print and download actions.
- Removed the separate initials-box option from write-up sheet signatures so the printable signing area stays compact and predictable.
- Tightened print-route bundle checks so browser-only PDF preview code stays out of the server route bundle.