Over the past 18 months, we’ve been completely rebuilding SalesBinder from the ground up. Our goal was simple: make SalesBinder faster, more powerful, easier to use, and better equipped for future growth. The result is SalesBinder v3 — our most significant update ever.

In addition to major performance improvements throughout the application, v3 introduces hundreds of enhancements, refinements, and new capabilities. Here are just some of the highlights:

Inventory & Product Improvements

• Create new inventory items directly while building documents
• Import updates into existing records or create brand-new records during imports
• Import inventory from multiple categories at once with automatic custom field mapping
• Import inventory using image URLs for automatic photo uploads
• Automatically assign inventory photos during imports
• Assign unique photos to individual item variations (for example, different photos for each color variation)
• Use separate barcodes for each item variation
• Click any inventory thumbnail to instantly view a larger image
• Automatically assemble nested Kits within Kits, supporting multiple levels of kit structures

Faster, Easier Document Management

• Drag-and-drop reordering for document line items
• Enhanced inventory selection window with larger photos and easier-to-read item details
• Email documents with PDFs and multiple file attachments
• Keyboard shortcuts for faster navigation throughout the application
• One-click option to reset all filters

Advanced Search & Reporting

• Powerful new global search with support for keywords and exact matches
• Account-wide activity feed with filtering by user and date range
• Clear visual indicators showing which columns are sorted and in what direction
• Export large datasets using background processing with no export size limitations

User Permissions & Security

• User Permission Groups for simplified access management
• Group-based permission updates that automatically apply to all users within a group
• Scheduled user access by day of week and time of day
• Significant improvements to account administration and security controls

Integrations & Automation

• Secure Gmail and Outlook integration for sending emails directly through SalesBinder
• New two-way syncing integrations for platforms such as QuickBooks, Xero, WooCommerce, and more
• Improved import tools and automation workflows throughout the platform

Performance Improvements

• Significant speed and responsiveness improvements throughout the entire application
• Faster page loads, smoother workflows, and a more modern user experience

And this is only the beginning. Our new v3 platform provides the foundation for many exciting new features, integrations, and improvements that we’ll be rolling out in the months and years ahead.

If you’re already using SalesBinder and haven’t migrated to v3 yet, your account is now eligible. We encourage you to make the move and start taking advantage of everything the new platform has to offer.

Thank you to all of our customers who have provided feedback, tested new features, and helped shape the future of SalesBinder. We’re excited for what’s next.