Changelog
New features and improvements, updated monthly.
March 29, 2026 — 11:45 PM IST
New
- Permissions and custom roles — define granular access per feature, restrict data by team.
- Recurring invoices — set frequency, auto-generate, and optionally auto-send to clients.
- Refund tracking on invoices.
- Email integration — inbox, threads, compose, reply, forward, and search. Connect Google, Microsoft, Apple, Yahoo, or IMAP.
- Saved views — save and reuse filtered table configurations across clients, deals, tasks, and more.
- Scheduling — create booking pages with availability, buffer times, and custom questions. Share a link, clients pick a slot.
- Client portal — branded self-service space where clients view invoices, sign proposals and contracts, and track projects.
- Contract management — block editor, multi-signer e-signatures with sequential or parallel signing, and full lifecycle tracking.
- Automation templates — start from pre-built workflows or save your own as reusable templates.
- Subscription management — upgrade, downgrade, or cancel directly from settings.
- Downgrade impact preview — see exactly what changes before switching plans.
Improved
- Rich text editor rebuilt — faster performance, cleaner formatting, and better copy-paste across proposals, contracts, and docs.
- Client and project detail pages now show revenue, hours, and task completion at a glance.
- Docs now support folders scoped to specific clients or projects.
- Dashboard redesigned with action queue, day agenda, and breakdown charts.
- Dark mode across all empty states and illustrations.
- Clear messaging when approaching plan limits.
February 22, 2026 — 6:30 PM IST
New
- Deals and pipeline — visual kanban board, deal detail pages, multiple pipelines with custom stages.
- Contact management — profiles with labels, linked companies, social links, and search.
- Public share links for invoices and proposals — clients view and act without logging in.
- Timesheets — generate from tracked time, filter by member and project, export as PDF or CSV.
- Activity tracking on deals.
Improved
- Settings pages redesigned for consistency.
- Dialog and sheet components unified across the app.
January 9, 2026 — 3:15 PM IST
New
- Proposal builder — block editor with four cover designs, pricing tables, and e-signatures.
- Proposal lifecycle — Draft, Sent, Viewed, Accepted, Declined, Expired.
- Team invitations — invite members by email.
Improved
- Invoice PDF generation — better styling, font handling, and layout.
- Proposal cover templates with brand color and logo support.
December 25, 2025 — 10:00 PM IST
New
- Invoicing — line items, taxes, discounts, multi-currency, status tracking, PDF export, and payment management.
- Task management — kanban boards, list view, priorities, subtasks, assignees, labels, and recurring schedules.
- Project management — fixed-price and retainer billing, milestones, and linked tasks and invoices.
- Client management — profiles, contacts, status tracking, and tabbed detail pages.
- Time tracking — global timer, manual entry, billable toggle, and per-entry rates.
- Rich text editor for docs — tables, formatting toolbar, math blocks, and auto-save.
- Comments and file attachments across all records.
- Workspace settings — branding, tax rates, and team management.
- User settings — account, notifications, and theme toggle.
- Dashboard with income vs expense overview.
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