Marlon Misra

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May 12, 2021: QuickBooks integration

There is now an Apps section in your settings and QuickBooks is the first app we're letting you connect. Once setup, invoices seamlessly sync with your QuickBooks account. Improvements and fixes * Added 'Lead' and 'Visibility' fields to the client details page. * Added subscriptions to

May 5: Improvements and fixes

Improvements and fixes * Added the ability for internal users to update the name and profile picture of a client user. * Added the ability for internal users to add a payment method on behalf of a client and change the primary payment method. * Added the ability for internal users to reset

April 28: Improvements and fixes

Improvements and fixes * Added a new task for new customers called "Create your first client". * Updated the clients details page with a collapse-able right-sidebar. * Improved the onboarding experience for new customers. * Redesigned the custom domains page. * Redesigned the plans page. * Fixed a bug where the first

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April 21: Advanced billing settings & subscription scheduling

Advanced billing settings On the Settings/Billing page, you can now specify which payment methods you want to accept (credit card, ACH, or both), indicate who pays for payment processing fees (either you or the client), and set a default memo. These settings are saved as defaults and can be

April 14: Improvements and fixes

Improvements and fixes * Updated how internal user and client user deletions work. When a user is deleted, their email is now immediately available for use again. This fixes a common problem new customers have who frequently invited themselves as a client (using another email) and then later wanted to use

April 7: Improvements and fixes

Improvements and fixes * Improved the design of the checkout flow. * Improved the performance of the billing page by removing an extra refresh. * Updated fonts and colors for modals across the product. * Fixed a bug where connecting a dashboard results in no channel being selected. * Fixed a bug where radio buttons

March 31: Subscriptions with line items, default visibility, multi file upload for forms, and improved empty states

Subscriptions with line items You can now create subscriptions with multiple line items. Invoices previously had this capability and now subscriptions have it as well. Default visibility You can now set default visibility rules in your settings. When a client is created, visibility is set based on those preferences. As

March 24: Improved welcome messages

Improved welcome messages When you create a client, a conversation is now created right away (even you don’t invite the client yet). In this conversation, we show the draft welcome message that will be once the client signs in for the first time. We hope this update improves clarity

March 17: Improvements and fixes

Improvements and fixes * Added ability to delete custom domains. * Renamed the titles of two pages. Messaging now says "Conversations" at the top and Files says "File channels". * Fixed a bug where an internal user who gets unassigned from a client doesn't lose the notifications

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March 10: Client assignment

Client assignment is our biggest release to date and makes Portal work for larger teams (up to 50 people on a team). With client assignment you can now easily (1) assign a lead to each client and (2) select the team members that can see the client and their information

March 3: Help center & link sharing

Help center Internal users can now click on Help center in the bottom of the sidebar. On the Help center, internal users are greeted with 4 useful links - the Portal Guide, our Slack community, contact support, and recent updates. Link sharing for client invites and invoices Sometimes a client just

February 24: Pricing page

Pricing page If you're using our marketing website, you can now customize a pricing page where you can show your subscription tiers. Improvements and Fixes * Increased the per-transaction ACH limit to $75K. * Improved the experience of using the forms module on mobile with a collapse-able sidebar

February 17: Google Analytics

Google Analytics Added the ability to connect Google Analytics accounts. Once you've added your tracking ID on Settings/General, you can see metrics on your Google Analytics dashboard. Improvements and Fixes * Added the ability use custom text blocks in the eSignature request flow. The custom block can be

February 10: Improvements and fixes

Improvements and Fixes * Added an audit trail page to the end of documents that went through the Portal eSign flow to meet even the strictest eSignature criteria. * Added empty state pages to all modules so the experience is better for internal users and client users when a module has no

February 3: Intake forms & Slack community

Intake Forms Following up on our eSignatures release 2 weeks ago, today we're excited to announce our next module - Intake Forms. With intake forms, collecting client information becomes quick and streamlined. Check out the 5 minute video to see how it works. Slack community We are grateful that

January 27: Improvements and fixes

Improvements and Fixes * Added a plans page where you can choose between monthly and annual plans and upgrade/downgrade. * Add a Pay button for clients on open invoices that is much more prominent. * Redesigned the invoice & subscription creation flows. * Improved the dragging experience for blocks in the eSignature flow.

January 20: eSignatures, Module management, Onboarding tips

eSignatures Since the beginning, our vision for Portal has been to give your clients one unified place from where they can do business with you. After many months of development, we’re taking a big step in that direction by introducing a secure eSignature solution that is beautifully integrated with

January 13: Improvements and fixes

Improvements and Fixes * Redesigned the headers used in the produced and introduced a universal search bar. * Redesigned the Create pages (invoice create, knowledge base article create, etc.) with breadcrumb navigation so it is easier to navigate back. * Redesigned the iconography used across the product. * Redesigned all buttons and dropdowns. * Fixed

January 6: Improvements and fixes

Improvements and Fixes * Added support for sending SVG files in messaging. * Redesigned the sidebar. * Redesigned the iconography used across the product. * Redesigned the success & failure snackbars that are shown in the bottom-right for various actions. * Various minor design improvements that improve the mobile user experience. * Updated the permissions

December 30: Improvements and fixes

Improvements and Fixes * Fixed a bug on the Module Management page that prevented tooltips from working correctly. * Added a page that is shown to users when they try to access a page that has already been disabled. * Added the ability to delete open invoices. * Fixed various UI bugs that made

December 23: Improvements and fixes

Improvements and Fixes * Added support for links in messaging. * Redesigned the module management settings page. * Fixed a bug that prevented some file notifications from going through. * Fixed a bug that caused issues with invoices that had due dates 1+ years in the future.

December 16: Custom domains & Real-time CRM

Custom domain management We've added the ability for customers in our middle tier and Enterprise tier to add and manage their custom domains directly in their settings. Previously this is something we setup manually but now this functionality is available on Settings/Domains. Real-Time CRM Similar to

December 9: Improvements and fixes

Improvements and Fixes * Added the ability for internal admin users to delete other internal users. * Added roles for client users. If many clients are associated with the same organization the Admin and Staff roles can be used to give people on a team the right permissions. * Improved the clarity of

December 3: Improved empty states & Improved email notifications

Improved Empty States For internal users and client users, we now show helpful text and illustrations on pages where you have not created any entities yet. Improved Email Notifications First, you can now send messages, share files, and create invoices/subscriptions for client users who you have not invited to

November 19: User details view, Files product notifications, Redesigned authentication screens

User Details View When you are on the CRM page, you can click on any user and see the User Details page. Here you can see important information on the left, and switch among Messages, Files, and Payments views on the right. Files Module - Product Notifications Similar to Messaging notifications,