21 July 2026
Energy Blocks, Bulk Tax Exemptions, and Contract Statuses
Energy block validation and configuration hardening, bulk tax exemption creation, contract account statuses, billing integration fixes, and faster API responses.
Therm Updates / Release Notes
Release Notes
Headline summaries of every Therm release, newest first. Full release notes live in the Therm documentation and require sign-in.
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13 July 2026
Energy Block Configuration, Tax Exemption Sync, and API Performance
Analyst-configured energy block definitions, tax exemptions synced to billing enrollments, faster usage loading on large bids, and the LDC Basis removal.
07 July 2026
Rate Ready Pricing, DocuSign Workflows, and Enrollment Dates
Rate-ready pricing from bid through enrollment, dependable DocuSign signing workflows, corrected enrollment submit dates, and faster large pricing runs.
23 June 2026
Tax Exemptions, Heat Rate, and Utility Management
Account-level tax exemptions that flow to Vertex, heat rate on products, expanded utility rate management, and a completed holdover-product flow from bid through contract.
18 May 2026
Holdover Products, and Simple ID Search
Holdover Products carried forward at close-win, Simple ID search and sort for opportunities and contracts, and idempotent rollback-safe pricing-model imports.
14 May 2026
Simple IDs, Bill Groups, and Gas Pipelines
Simple IDs surfaced across major entities, a bill-group account management overhaul, new natural-gas pipelines, and EDI ingest reliability.
06 May 2026
DocuSign Workflows, Simple IDs, and Admin Settings
DocuSign Embedded ISV with workflow-driven envelopes and voiding, Simple IDs across major entities, admin roles management, and HTTP/2 tuning for large requests.
22 April 2026
Pricing Performance, Hub Conditions, and Tax Exemption Mapping
Pricing pipeline performance overhaul with byte-for-byte numerical parity, hub-level pricing conditions, account-level formula conditions, richer lookup curve conditions, and tax-exemption data flowing through to enrollment submissions.
13 April 2026
Tax Exemptions, Energy Blocks, Segmentation, and Performance
Tax exemption management with a full lifecycle, a rebuilt energy-blocks workflow, three new segmentation dimensions (utility program, meter capability, customer segment), and substantial pricing-pipeline performance gains.
23 March 2026
Performance, EDI Parsing, and Document Conditions
Up-to-14x-faster interval usage processing, grid-format Excel usage upload, broader EDI 867/814 segment coverage, a PaymentTerms expression token, and component-based conditions on contract document templates.
18 March 2026
Enrollment Integration, Pricing, and Customer Management
End-to-end VxRetail enrollment integration for batch contracts, account adds, and drops; customer segment assignments and customer merge reversal; new formula tokens and 15-minute interval support; and DocuSign-routed change request documents.
22 February 2026
Segments, Expressions, and Performance
Service voltage as a segmentation field for pricing and lookups, multiple expression criteria in a single condition group, and significant pricing-engine performance improvements.
17 February 2026
Customer Assignments, Merging, and Platform Improvements
Customer assignment change requests, a customer merge capability, a new application logs interface, usage reprocessing tools, custom data curves on utility accounts, and expanded EDI support.
19 December 2025
Contract Change Requests
Comprehensive contract change request system for formal add/drop workflows with volume tracking and early termination fee calculations, expanded Word document templates with conditional sections, and pricing-model export improvements.
06 December 2025
Billing Groups, Contracts, and Documents
Enhanced billing group capabilities spanning opportunities through contracts, new document generation features with conditional logic and document combining, and dynamic product pricing engine improvements.
19 November 2025
Renewals and Industries
SIC-code industry classification on customers (with pricing conditions at Industry, Division, and Major Group levels), single-click contract renewal flows, and the first round of customer detail page enhancements.
30 October 2025
System Updates
Low-level improvements preparing for upcoming functionality, OpenAPI corrections, a new `/api/admin/swagger` endpoint for programmatic spec retrieval, and Slack messaging cleanup.
19 October 2025
Swing, Add/Drop, and Scrapers
Swing and add/drop percentages on proposals and contracts (including document tokens and copy-to-clipboard support), TX usage scraper improvements (Oncor, TNMP, AEP, Centerpoint MFA), and VxRetail custom field mapping.
08 October 2025
Parent Customers, Expressions, and more
Parent-child customer relationships as the foundation for future credit analysis, a bulk expression editor, expression search, and a rewritten expression condition editor.
18 August 2025
Black Scholes Updates, ETF fixes, and Net Metering
Hourly-level Black Scholes support, a new Fill Curve function for converting lookup curves to dense curves, improved EDI net-metering processing with partial-file recovery, and ETF computation fixes.
28 July 2025
Documentation, Ticket Tracking, Defects, and more
New documentation platform with LLM search and Slack integration, interactive API documentation with "Try It" against DEMO and PROD, release notes, and the Zendesk rollout for customer support.
15 November 2024
Revenue Class, Object Change APIs, and more
Additional document tokens (`Bid.Id`, `Bid.Brokerage.EffectiveAsOf`, `Bid.Brokerage.EffectiveUntil`), account-level Revenue Class overrides, Object Change APIs, and various defect fixes.
01 November 2024
Account tables, data ingestion, and more
Upgraded document-generation engine with table-aware rendering (native Word tables replace the old `Bid.Accounts` markup), and an overhauled data-ingestion pipeline for usage, accounts, proposals, and opportunities.