Proposal revisions, flexible billing terms, and auto-saving panels
7 August 2026
You can now issue and track revisions on signed proposals, set precise subscription durations for services, and auto-save business details seamlessly across your firm's workflow.
New
- Proposals: Propose changes and amendments to signed proposals with trackable version history, revision diffs, and online client approval.
- Dashboard home: View recent app updates and feature releases directly from a new What's New panel on your dashboard.
- API: Added endpoints to manage, retrieve, and record client responses for proposal revisions.
Improved
- Services & packages: Configured clearer options for service term durations, subscription cycles, and pricing models, plus quick inline category creation from dropdowns.
- Clients: Upgraded business setup forms into an auto-saving side panel, accessible across Clients, Leads, and Email inbox.
- Reimbursements: Added the ability to create new reimbursement categories directly from the selection dropdown.
- Proposals: Added security verification checks to OTP approval steps and client proposal review pages.
