21.7.0 Release Notes

Adam Austin

Product Manager @ Windward Studios

The beta release of the HubSpot integration, a new email delivery method, performance improvements, and more! Released on April 27th, 2021.

The HubSpot Integration (BETA)#

The HubSpot integration is now live in Hub in beta! The HubSpot integration will allow users to generate any deal-centric documents (like proposals, quotes, invoices, contracts, and deal summaries) directly from the deal in HubSpot!

Connect to your HubSpot Data in Desktop Designer#

Users can connect to their HubSpot Deal data from the Windward Desktop Designer. From the Desktop Designer, users can access standard and custom nodes for the Deal, the associated Company, and associated Contacts and Line Items, as well as the Product properties for the Product associated to each Line Item.

Follow a full Desktop Designer tutorial with HubSpot here

Upload your HubSpot Templates to the HubSpot Integration#

Users can upload templates connected to their HubSpot data to the new HubSpot integration in Windward Hub.

Integrated Authentication and Output from Inside HubSpot#

Templates uploaded to the HubSpot integration automatically authenticate data access for the user running output and are automatically passed the unique identifier for the deal they are generated from.

New Method of Email Delivery: Email to the User Who Ran Output#

Email delivery can now send an email to the user who ran the Job in addition to static users specified for the Job.

Easier Method to Delete a Template#

A user can now delete all the versions of a template in a single button click. Any Jobs using the template must be deleted before the template can be deleted.

Improved Checkout Dialog#

Now when purchasing or upgrading Hub shows more details of how the final bill is calculated.

Performance Improvements#

This release contains incremental improvements to Windward Hub's performance.

Paginate the Jobs Page#

The Jobs page now loads only 25 records but allows the user to load additional records.

Paginate the Output History Page#

The Output History now loads only 25 records but allows the user to load additional records.

Paginate the Scheduled Jobs Page#

The Scheduled Jobs page now loads only 25 records but allows the user to load additional records.

Speed up the Jobs Page#

The Jobs page has been refined to offer improved performance.

Speed up the Scheduled Jobs Page#

The Scheduled Jobs page has been refined to offer improved performance.

Speed up the Manage Users Page#

The Manage Users page has been refined to offer improved performance.

Speed up the Template Info Page#

The Template Info page has been refined to offer improved performance.

Speed up the Billing Info Page#

The Billing Info page has been refined to offer improved performance.