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Changelog

What's new in OparBase

We ship improvements every week. Here's a log of everything we've released.

v2.8.0New Feature

Unified Lead Pipeline

  • New 8-stage canonical pipeline: New Lead, Contacted, Qualified, PM Assigned, Consultation Scheduled, Consultation Done, Proposal Sent, Signed
  • Auto-proposal creation when consultation is marked complete
  • Pipeline transition validation prevents skipping stages
  • Server-side search, filtering, and pagination on Leads tab
  • URL-synced filters persist across page refreshes
v2.7.0New Feature

Quickbase Legacy Migration

  • Multi-salesperson support (up to 4 slots per job)
  • Triple financing slots with auto-calculated totals
  • Banks table with fee tracking
  • Sale ratio on commission calculations
  • Append-only notes trigger for audit compliance
  • Expiring subcontractor alerts
v2.6.0New Feature

AI Voice Calls & Smart Sequences

  • AI outbound calls via Bland.ai for unreached leads
  • Automated follow-up sequences with configurable cadences
  • Voice note recording on lead detail pages
  • Call transcription with AI summary
v2.5.2Improvement

Performance & Reliability

  • Lead scoring recalculated on every update for accuracy
  • QuickBooks sync retry logic with exponential backoff
  • Optimistic UI updates for status changes across all views
  • Fixed lead number generation race condition
v2.5.0New Feature

Proposal Engine v2

  • AI-generated 7-section proposals from meeting notes
  • Client portal with e-signature and view tracking
  • Proposal analytics: open count, time spent, close probability
  • Branded PDF export with custom logos and colors
v2.4.1Bug Fix

Bug Fixes

  • Fixed commission calculation when expenses are excluded
  • Resolved timezone issues in appointment scheduling
  • Fixed pagination on proposals list page
  • Corrected QuickBooks invoice sync for partial payments