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Pelcro Release 3.5: Smarter Reporting, Faster Quotes, and a More Unified Platform

Pelcro Release 3.5 adds Bundle Tops delta tracking, natural-language CPQ quoting, modernized Orders and Products dashboards, and phone numbers in data exports.

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Release 3.5 (Tech Release 1.29)

🟢 Platform: Bundle Tops Report Now Tracks Delivery Changes Between Runs

We've restructured the Bundle Tops report to surface what changed since the previous fulfillment run, rather than reprinting the full list each time.

✅ What's New:
  • The report now compares each fulfillment against its previous run and reports the delta per carrier
  • Surfaces, for each route, the starts (new deliveries), stops (canceled deliveries), and paused deliveries (suspended shipments) since the last run

🎯 Impact:

Circulation teams see exactly which deliveries were added, dropped, or paused between runs, so carriers can adjust their routes without manually reconciling two full lists.

Carrier Bundle Top report for fulfillment #1592 showing STARTS, STOPS, and PAUSED delivery counts with per-route subscriber detail since the previous run

🟢 Platform: Configure Price Quote (CPQ)

Sales reps can now generate structured, ready-to-send advertising quotes directly inside Pelcro by describing a deal in natural language — no more assembling quotes across disconnected tools.

✅ What's New:
  • Natural-language quote drafting — describe products, quantities, and terms, and a structured draft is created with editable line items
  • Guided completion — the system prompts for any missing required fields (customer, rate card, term, start date) before a quote can be finalized
  • One-click send — finalized quotes are rendered as a PDF from the standard quote template and delivered through Email Center
  • Location — quotes are accessible under Billing > Quotes

🎯 Impact:

Reps can turn a deal description into an accurate, sent quote in minutes instead of hours, cutting pricing errors and reducing time-to-close.

Pelcro CPQ Quote Generator drafting a structured advertising quote from a natural-language deal description, with editable line items and contract-term discounts

Finalized CPQ quote QUO-000002 with line items, one, two, and three-year contract-term pricing, savings, and a per-month payment schedule

🟢 Platform: Modernized Ecommerce Dashboard Pages

The Orders, Products, and Product SKU pages have been rebuilt on the platform's modern interface, matching the experience already in place across Customers, Subscriptions, and Invoices.

✅ What's Improved:
  • Orders, Products, and Product SKU index, create, edit, and show pages redesigned for a consistent, modern look
  • Full feature parity with the previous pages
  • Unified experience across the dashboard, ending the context-switch between old and new page styles

🎯 Impact:

Publisher admins get a consistent, modern dashboard end to end, with no jarring shifts between design styles.

Modernized Pelcro Order #1114 page showing order summary, line items, and invoice details in the platform's current dashboard interface

🟢 Platform: Longer Newsletter Subtitle CTAs

The newsletter subtitle call-to-action character limit has been raised to 1,000 characters.

✅ What's Improved:
  • Subtitle CTA limit increased to 1,000 characters, up from the previous cap

🎯 Impact:

Publishers can write fuller, more detailed CTAs — useful for explaining offers like free-article allowances — without hitting the limit mid-sentence.

🟢 Platform: Monthly Accounting Report Interface Refresh

We've modernized the Monthly Accounting Report to match the rest of the dashboard.

✅ What's Improved:
  • The report now renders in the current dashboard interface, removing the jarring transition from the surrounding pages
  • The row-label column stays sticky across horizontal scroll, so a transaction can be traced across all seven ledger accounts
  • Balance Sheet, Profit & Loss, and summary rows (Opening Balance, Total, Closing Balance, Net Agency) render intact
  • All export controls — per-row downloads, AR/DR totals-column exports, total export, and header exports — return the same files as before

🎯 Impact:

Month-end reconciliation now happens in a single, consistent interface, with ledger detail that stays readable at any scroll position.

Refreshed Pelcro Monthly Accounting Report in the modern dashboard, with Balance Sheet and Profit & Loss ledger columns, summary rows, and export controls

🟢 Platform: Phone Number Added to Data Exports

We've added the phone number field across the platform's core export surfaces to support downstream communication workflows.

✅ What's New:
  • Phone Number is now included by default in exports for subscriptions, lists, fulfillments, segments, and automations
  • Available in the standard Ecommerce / Orders export

🎯 Impact:

Teams can drive SMS notifications, mailing lists, and marketing automation straight from exported data, eliminating manual phone-number lookups.

🟢 Platform: Gift Donors No Longer Receive Cancellation Emails

We've corrected email behavior for gift subscriptions so donors are no longer alerted as if their own purchase was reversed.

✅ What's Improved:
  • Gift subscription donors no longer receive a subscription.canceled email when the donor subscription is set to cancel at period end
  • Cancellation notifications continue to behave normally for all standard (non-gift) subscriptions

🎯 Impact:

Donors are no longer confused into thinking their gift purchase was canceled, reducing support inquiries tied to gifting.

🟢 Platform: Recipient Details Now Shown on Gift Donor Subscriptions

We've fixed a display gap so the gift donor subscription now surfaces who the gift was for.

✅ What's Improved:
  • The donor subscription view now displays the recipient's name and email
  • Complements the existing recipient-side view, which already shows the donor's email

🎯 Impact:

Admins can trace both sides of a gift relationship directly from either subscription, without cross-referencing records.

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