March 2026 Release Notes

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 send 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!