Welcome to our March 2026 release notes
- Tasks
- Task templates for easy reuse
- Recurring tasks with a number of frequency options
- Timesheets
- PDF export added
- Salesflows
- Hourly billing option added – this is particularly useful for timesheets – you can now quote a client an hourly rate, set up a task and start a clock to measure billable time. You can then create an invoice with the billed time and sent it to your client.
- Esign
- Paragraph data field now has default and optionality settings – small but useful improvement in case your templates use paragraph fields – for example for address or special notes
- Forms
- Improved interface to download attachments faster – you no longer need to open a record to find its attachments – you can download them separately directly from the record list
- Improved table with submitted records – sortable columns – you can now add/remove columns shown – and you can choose them from the list of form elements
- Three more widgets migrated to Vue for standalone forms
- Values section
- Core Values feature empowers you to align your team, build culture, and maintain privacy. Share what drives your practice with both internal staff and clients.
- Shows on the left hand side of the footer in both client portals and admin accounts
- When clicked, a popup shows up with your core corporate values
- Workflows and quotes
- Default workflow and quote IDs are now created by default, they are now added to search so it is easy to find them by ID
- Ability to download quotes in pdf – each quote has a unique number (same as workflow ID)
- Trial accounts
- Onboarding wizard – you will now be taken through a workflow when setting up a new account
Enjoy!
