Custom proposal end dates and bulk credential imports
26 August 2026
Set exact contract end dates on proposals, import client portal credentials in bulk, and manage services faster with GST defaults and favorites.
New
- Proposals: Choose a custom contract end date when drafting proposals instead of relying solely on preset monthly terms.
- Clients → Credentials: Add and import client portal credentials in bulk, and track the exact date each secret or password was last updated.
- Services & packages: Star frequently used services and packages to keep your firm's core offerings pinned at the top.
Improved
- Services & packages: New services now default to the standard 18% GST rate, with clear warnings and zero-rate handling for tax-exempt services.
- Proposals: Contract totals now accurately calculate one-time vs. recurring fees, reflect proposal amendments cleanly, and display proposal expiry dates.
- Clients: Edit client details directly from the business header card and use a new shortcut to create clients faster from the main list.
- Website: Updated the homepage and module pages with clearer plan badges, feature overviews, and partner firm highlights.
Fixed
- WhatsApp messages: Improved attendee matching on synced calendar meetings to prevent sending meeting updates to incorrect recipients.
