Invoice receipts After an invoice is paid, you can now download an invoice receipt PDF that shows the payment date, payment method, and total amount paid. Invoice receipts are also automatically included in invoice paid email notification that are sent to you and clients.

Improvements & Updates * Improved the experience and speed of uploading large PDFs in the Contracts App. * When adding a new app, the app now immediately shows on the sidebar. * Improved the loading experience when navigating to apps. Previously clicking on a notification in the notification center sometimes resulted in a

Reusable products and prices for invoicing In the Billing App, you can now create products and prices, and then easily use them in invoices and invoice templates. This streamlines your invoicing process by eliminating repetitive data entry, ensuring consistency, and saving you time. You can create and manage products by

Custom Visibility for Apps With custom visibility for apps, you can dynamically control which clients have access to an app. This lets you provide differentiated levels of service to clients. For example, you might only allow clients with custom field plan = premium access to schedule time with you (e.g.

We're excited to announce the Copilot App Store (including 4 new apps), a new developer platform, and an Experts Marketplace where you find agencies to build your own custom features. For everything that's new, we recommend reading our full blog post here. Client Home With Client

Notifications API We added a Notifications resource and a notification.created webhook to our API. See our API docs for details about how the notification resource works. The new resource has the following endpoints: List Notifications, Create Notification, Delete Notification, Mark Notification Read/Unread Note that the notification.created webhook

One-off eSignature requests The Contracts App we released two months ago came with support for reusable contract templates, but not one-off eSignature requests. You can now create one-off requests that don't clutter up the templates you have by switching off the template toggle when creating a contract. Improvements

File search Two weeks ago we announced search for messages and now we're following up with search in the Files App. File search is available for both you and your clients. Improvements & Updates * Clients can now search messages. Previously message search was only available for internal users.

API enhancements See our API docs for details about the new endpoints and updates. * Added file.updated and file.deleted webhooks. * Added a contract.requested webhook. * Added a creationMethod property to the client resource. This property is especially useful if you want to set up different workflows depending on how

Message search You can now search for messages in message channels. To do so click on Search in the top-right or press Command (Mac) or Ctrl (Windows) + F. You can click Escape to exit search. Improvements & Updates * Client invite links are now active for 12 months instead of 3

API enhancements See our API docs for details about the new endpoints and updates. * Added a Get Workspaces endpoint. This endpoint is most useful for building dynamic Custom Apps as the endpoint returns properties including brandName, squareIconUrl, colorSidebarBackground, colorSidebarText, colorAccent, and font. * Added a Update Company endpoint. * Improved the Get

The Winter 2024 Release is out and you can read a detailed blog post here and watch a full product walkthrough here. Contracts App With our new Contracts App you can create reusable contract templates, assign them to clients, and track submissions and requests in a consolidated view. * Ability to

Improvements and Updates * In the Messages App settings, you can now disable automatic welcome messages. This makes it possible to set up customized welcome messages via API/Zapier/Make. For example, if you set up a custom sign up page with additional fields (industry, company size, etc.) you can send

Improvements and Updates * On the Messaging App settings you can now select the sender of the welcome message. * Improved the workflow for adding new apps on the App Setup page. * Improved the rankings of results on the Command Bar. We now surface actions that you're more likely to

Hide message previews in emails By default when clients receive Messaging App email notifications, those emails include the contents of your message. In some security-conscious industries, this is not something you want so we've added the ability to hide message previews in the Messaging App settings. Improvements &

Channel redesign Some of the pages in Copilot make use of what we internally refer to as the "channels paradigm", including the Messaging App, Files App, and Partner/Custom Apps. Channels are used to distinguish data that belongs to different clients and companies. With our new updates we

Automation on Make Starting today, Copilot is available and fully supported on Make. Now, alongside our existing API and Zapier capabilities, you can harness the power of Make's visual programming to automate workflows between Copilot and the apps you use daily. Check out our Make profile here and

Improvements & Updates * Updated the email copy for all client-facing email notifications. * On the clients page and other tabular pages we now show pointers when you are on clickable rows. * Improved the client details page on mobile. By default the right sidebar is now hidden. You can also right swipe

Log in and Sign up with Google for clients One of our product principles at Copilot is to remove as much friction as possible for your clients. In line with that, today we rolled out Sign up and Log in with Google and enabled it for clients in all portals.

Messages API We're excited to launch our Messages API, a new way to set up powerful workflows and automations that involve messages and message channels. You can now programmatically send messages to clients, take actions when messages are sent, list messages to back them up, and more. On

Improvements and Updates * Added the ability to delete invoices that have status void. Deleted invoices are permanently hidden to internal users and clients. * Added the ability to delete subscriptions that have status cancelled. Deleted subscriptions are permanently hidden to internal users and clients. * Improved the performance of our authentication flows

Google login for internal users Internal users can now log in with Google on copilot.com to access the Copilot Dashboard. If you previously created your account with an email and password, you can also log in with Google as long as the email is the same. Stay tuned in

Improvements & Updates * [API] Added a lastLoginDate property on the client object. * [API] Added a lastActiveDate property on the client object. * Significantly improved client email notification deliverability. Early results show a 20% improvement in email notification open rates within 1hr. This change is most noticeable for client users that use

App setup improvements We simplified the app management and app setup experience in a number of ways. * On the new App Setup page, apps are divided into Client Apps and Internal Apps. Client Apps are visible to your clients and your team, while Internal Apps are internal only. For example,

Reply via email Reply via email lets internal users and client users reply via email to messaging email notifications. This feature reduces friction for you and your clients, and makes it easy to quickly respond to messages when you’re on the go. Since this feature is available for your