Welcome to our June release notes In this release we worked hard on launching the first version of the Tasks module, we have improved white-labelling features and payment functionality. Our user interface continues to evolve as we migrate remaining modules to a new system. Tasks Our tasks module is designed to help you assign tasks […]
May 2024 release notes
Welcome to our May release notes In this release we worked hard on improving workflows (those embedded in client portals and those used to sell services). Data can now flow between widgets, users can fill out forms faster, a quote can be electronically signed as well as paid for, and admins can manage workflow easier, […]
April 2025 release notes
Welcome to our April release notes It’s going to be short this time as in the last couple of weeks we focused on bug fixes and experimental products (more about those later) Signed forms – previously they were all just called “form name.pdf”. Now you can control what a signed form should be named. […]
March 2025 release notes
Welcome to March 2025 release notes Taking payments is now possible via GoCardless we have added GoCardless as an available payment method. You can now send quotes and proposals and request clients to set up their payment via GoCardless. To enable the integration go to Home/Settings/Integrations/GoCardless. if you use a payment system currently not integrated […]