Release Notes 222

New Product Management UI and Advanced Pricing Configuration Capabilities

A completely redesigned Product Management experience is now available, delivering a modern workspace for managing offers, contracts, add-ons, upgrades, downgrades, and pricing configurations. The new interface streamlines day-to-day product management activities while preserving the full flexibility and advanced capabilities required to manage complex cloud and managed service portfolios.

Built for Distributors, Vendors, and MSPs, the updated experience improves navigation, reduces administrative effort, and makes it easier to create, maintain, and scale service catalogs. Combined with enhanced pricing configuration capabilities, the new Product Management UI helps teams bring new services to market faster and manage commercial operations more efficiently.

Modernized User Experience

• Refreshed interface with improved navigation and usability
• Better organization of product, offer, and pricing management workflows
• Faster access to frequently used actions and configuration options
• Improved visibility into product settings and relationships

Enhanced Product and Offer Management

• Simplified creation and maintenance of Products and Offers
• Improved workflows for configuring, publishing, and updating Offers
• Easier management of Product portfolios and Offer organization
• Support for multilingual product content and catalog presentation
• Improved efficiency when onboarding new services and maintaining existing offerings

Commercial Configuration and Billing Workflows

• Improved access to Pricing Plans directly from Offer management workflows
• Streamlined configuration of billing frequencies, billing cycles, and related billing rules
• More efficient navigation between Product Management and associated commercial configuration areas
• Simplified Offer setup process with dedicated configuration steps for pricing, billing, provisioning, and publishing

Greater Operational Efficiency

• Reduced administrative effort for day-to-day catalog management
• Faster navigation between related product management areas
• Improved discoverability of platform capabilities and settings
• More efficient management of large and growing service portfolios

Learn more:

• Product Management tool overview: New UI
• How to create and edit Products?
• How to create a new Offer?
• How to edit an Offer?
• How to copy an Offer?
• How to configure Offer Provisioning? 
• How to schedule Offer Publishing and Unpublishing?
• How to review and publish an Offer?
• How to create Upgrade and Downgrade Offers?
• How to create and manage Add-on Offers?
• How to create and manage Pricing Plans?
• How to configure Billing rules in the Product Management Hub?
• How to create a new Contract in Product Management Hub?
• How to copy an existing Contract in Product Management Hub?

New UI Toggle Available to All Users

The "New UI (beta)" toggle is now visible to all users directly from the SKU Builder user menu, making it easier to explore and switch between user experiences. Previously accessible only through a manual browser configuration, the toggle can now be enabled or disabled with a single click. User preferences continue to be preserved across sessions, allowing teams to seamlessly adopt and evaluate the new UI at their own pace.

Learn more: Product Management Hub overview: New UI

Extended Vendor Grid with Server-Side Pagination and New Columns

The Vendor grid has been improved to support server-side pagination, sorting, and filtering, enabling faster and more scalable vendor management in SKU Builder. A new v2 Vendor API now returns paginated results with extended vendor details, while the existing v1 endpoint remains available for backward compatibility. The grid now displays additional columns including Vendor ID, Managed By, number of Distributors, number of Sellers, Created On, and Created By, giving users better visibility into vendor ownership, ecosystem reach, and creation details.

Learn more: Product Management Hub overview: New UI

Order Attachments for Distributors

Distributor users can now attach and manage supporting documents directly within orders, providing a centralized place for quotes, approvals, contracts, and other order-related files. A new Attachment column in the Orders grid allows users to upload multiple documents, track the number of attached files, and download all attachments in a single click. The feature supports both UI and API-based uploads and helps maintain a complete audit trail while keeping documents securely accessible only to distributor users.

Learn more: Distributors only: How to add attachments to Orders?

Enhanced Price Conflict Resolution for Partner Prices Imports

Partner Prices now provides automated conflict detection and resolution during bulk markup imports. When imported configurations contain overlapping validity periods for existing Seller, Customer, Vendor, or Offer pricing rules, administrators can review conflicts before applying changes.

A dedicated conflict resolution view displays imported and existing configurations side by side, allowing administrators to decide which entries should take precedence. Conflicts can be resolved individually or in bulk, while non-conflicting configurations are applied automatically.

This enhancement improves pricing accuracy, reduces manual effort during large-scale price updates, and provides greater control over managing overlapping pricing periods.

Draggable Form Action Button

The Form Action button can now be freely repositioned within the form designer. Previously fixed to the bottom-right corner of the form, the button now behaves like other form controls, enabling product creators to place it wherever best fits the form layout. This improvement provides greater flexibility and a more consistent form-building experience.

Learn more: CPQ Presenter – Form action types

Default Charge Dates Displayed in ConnectWise Invoice Grid

Default Charge Start Date and Charge End Date values are now visible directly in the ConnectWise invoice grid, improving transparency into how billing periods are calculated when no custom Charge Date Configuration is applied. The grid now displays automatically derived charge dates for both recurring and non-recurring invoices, making it easier to review billing periods, validate invoice data, and troubleshoot synchronization scenarios.

Learn more: Charge-date rules: how they affect Additions in ConnectWise, Invoice lines in ConnectWise Manage

Blocking Auto-Registration for Existing Invited Users

When a user has been invited to the Platform via the Account login method but has not yet accepted the invitation, any attempt to log in using Work email (AAD Account) or Google is now blocked. A clear error message is displayed to inform the user that their login attempt was rejected. This prevents duplicate user records and ensures the invited user completes the original invitation flow by clicking the activation link from the invitation email and logging in with the Account method as intended. This behavior applies at the distributor level and cascades across all sellers in the chain when the feature is enabled.

Learn more: How to invite User to the Platform?

Bug fix: Vendor and Tenant Columns in Customer Subscriptions

The Vendor / tenant column in the Subscriptions tab was missing a filter when managing subscriptions on behalf of a customer. This has been resolved. The combined column has been replaced with two separate columns in both Seller Subscriptions and Customer Subscriptions (on behalf) — Vendor, which includes a filter, and Tenant, which is displayed without a filter.