Bexio & Comatic, Quote Webhook & Template Upgrades
Bexio & Comatic Accounting Integrations
Two new accounting platforms are now supported: Bexio and Comatic. Manufacturers can sync orders, contacts, quotes, and invoices bidirectionally with both systems — keeping your accounting platform in step with activity on Phasio without manual data entry.
Quote Converted Webhook
A new quote.converted webhook event fires the moment a customer accepts a quote and it transitions to a confirmed order. The event fires exactly once per order, making it safe to use as a trigger for downstream automation — ERP sync, CRM updates, fulfillment triggers, or any integration that needs to act at the point of conversion.
Full payload schema and setup instructions are available in the Developer portal.
Dynamic Template Headers & Footers
Document templates can now define page headers and footers directly in the template HTML editor using reserved element IDs (id="page-header" and id="page-footer"), with no separate API configuration required. This brings header and footer control fully into the visual and source editors alongside the rest of your template.
See the template editor writing guide for syntax and examples.
Checkout Pricing Summary
The customer checkout page now shows a full pricing breakdown in the order sidebar — line items, shipping, taxes, and total — displayed alongside the payment form. Customers get complete pricing context at the point of payment without needing to navigate back to the review screen.