Default Signatories for Invoices and Proposals
19 September 2026
Set default firm signatories across proposals and invoices, filter your invoice list by status, and reach support faster with a new contact ticket form.
New
- Invoices: Choose which firm partner or authorized signatory signs an invoice directly when creating, editing, or viewing it.
- Invoices: Filter invoices by status on the main invoice list to quickly track unpaid, sent, or draft bills.
- Settings → Proposals: Set a default firm signatory so new proposals automatically select the right partner's signature.
- Proposals: Select authorized firm signatories directly on proposal cards, and allow clients to pick their signer during review.
- Website: Submit help requests directly through a new support ticket form on the contact page.
Fixed
- Invoices: Fixed an issue where signature updates were not reflected on invoice delivery and print views.