December 15: International Billing International Billing Starting today, you can use Portal's Billing module with USD, CAD, AUD, EUR, CHF, and GBP currencies. Note that the currency of your portal is based on the connected account. Also note that these new features are limited to one-off invoicing. A future update will extend
December 8: Improvements and Fixes Improvements and Fixes * Improved the design of tags on the Knowledge base. * Improved the mobile editor view on the Knowledge base. * Improved the reordering experiences of articles and tags on the Knowledge base. * Improved the custom visibility modal on the Knowledge base. * Fixed a bug on the Knowledge base page
December 1: Knowledge base 2.0 Knowledge Base 2.0 We couldn't be more excited to unveil the next iteration of the Knowledge base. If you want to read the full announcement you can view it here. The main feature additions include: * A powerful new editor that supports rich text, images, videos, file attachments,
November 24: New Files Module Controls New Files Module Controls We added two new preferences to the Files Module. These preferences are accessible to internal Admin users on the Settings/Files page. The first new preference lets you control if clients should be able to add their own files. We've heard from many of
November 17: Improvements and Fixes Improvements and Fixes * Added an option to Settings/Files that lets you prevent client users from deleting files. By default this setting is disabled. * Improved how the Extension page renders to clients. It now takes up the full page width when there is just one connected channel. * Updated the Settings/
November 11: New Admin Controls New Admin Controls Added an option to the Settings/General page that lets you disable the ability of client users to invite colleagues to their company. Also added an option to Settings/Files that lets you hide the Files page from clients who have no files uploaded. This is useful
November 4: Improvements and Fixes Improvements And Fixes * Added a new page that shows when a user is having Internet connectivity issues. * Added the ability for client users to remove their only on-file payment method (as long as it is not being used in an active subscription). * Improved the performance of the eSignature request experience.
October 28: Messages Statuses & Read Receipts Messages Statuses & Read Receipts When you have a conversation in the Messages Module, you can now see when a message you've sent has been successfully delivered and when it has been read. Small circular avatars indicate specifically which users have read your most recent messages. Note that
October 21: Portal Referrals and Typing Indicators Refer Portal Existing Portal users now have an easy way to refer anyone to Portal with a unique share-able link. When someone you refer selects a paid plan you automatically receive a $100 Amazon gift card. Typing Indicators When you're speaking with a client, it's helpful
October 14: Portal Customization & Files Module 2.0 Custom names and icons for Portal Modules You can now assign custom names and icons to Portal Modules. Simply go to the Module management page, click Edit on a module, and there you can assign any custom name. We've also added 5 new icons to choose from. Custom
October 7: Group Channel Updates Group Channel Updates For the Messaging Module, Files Module, and Local Extensions, it is possible to create a group channel with multiple clients. This makes it easy to start a chat, share files, or assign an extension to more than 1 client. With this release, the members of a group
September 30: Customization Updates & New Login Experience Customization Updates We completely redesigned and simplified the Customization Page (on Settings/Customization). If you're on a large screen, the right half of the page shows you a real-time preview so that you know exactly what the client experience will look like. New Login Experience We've
September 23: Portal Enterprise Waitlist The Portal Enterprise Plan Over the last year, we've increasingly heard from larger organizations that want to use Portal but have specific requirements that require engineering work. Today we're announcing the waitlist for the Portal Enterprise plan. We expect to do our first set of deployments
September 16: Checkout redesign & Instant ACH Payments The New Checkout Experience We love improving the design and usability of core features. With this release, we've completely redesigned the checkout experience for your customers. On web, the new full-screen experience is easier on the eyes, requires fewer steps, and better reflects your brand's color
September 9: Improvements and Fixes Improvements and fixes * Added the ability to search for tags in the CRM. * Added a rule that prevents adding multiple tags with the same name. * Added the ability to reorder custom fields on the client details page. * Added support for existing shortcuts to several new places — Command + A (Select All)
September 2: Multi-select tags & Invoice Previews Multi-select Tags Tags make it easy to keep your clients organized and save you from entering the same text again and again. When you add a tags custom field, you can create one or more options (and color-code them) and then easily select those options on a dropdown. You can
August 26: Improvements and fixes Improvements and fixes * Improved the performance of the client details page on mobile. * Updated the Download action for folders so that you download a zip files instead of individual files. * Fixed an issue related to canceling eSignature requests.
August 19: Folder Upload Folder Uploads In the Files Module, you can now upload folders from your computer. If the folder you upload contains subfolders, that structure is retained. To upload a folder (1) go to the Files tab, click New, and select the Upload Folder option or (2) repeat the same steps on
August 12: Comprehensive Exports Comprehensive Exports With this release we now support CSV exports in every Portal Module, including Forms. For Forms specifically, there are now 3 ways you can export: * On the main Forms page, you can export the table that lists the form names, number of responses, etc. * When you click on
August 5: Improved Custom Field Edits & Exports Improved Custom Field editing It's now much easier to edit custom fields directly on the CRM. Simply click on a custom field and you can edit it in-line without navigating to the client details page. In addition, when you edit a custom field, we now surface useful action
July 29: Improvements and fixes Improvements and fixes * Improved the structure of the CRM export. * Improved how eSignature requests show when an eSignature document is inside a folder. Now the folder also has a circle in front of it that makes it clear that the folder contains an eSignature file. * Redesigned and simplified the Customization
July 22: Improvements and fixes Messaging divider lines In your conversations with clients, it was previously unclear when all messages were sent. With the new dividers lines, conversations that take place during a short time interval are separated by horizontal lines. Unread messages will show below a divider line that says "New - {Date}
July 15: Global Extensions & Shortcuts Global Extensions A few weeks ago we released Local Extensions which let you embed products you already use. Local Extensions are great if each clients needs to see something different. For example, you would use a Local Extension to show clients project tracking boards, performance dashboards, etc. Global Extensions are
July 8: Stripe partnership Stripe Partnership We’re proud to be one of the first to join the Stripe Partner Program. Together, our goal is to bring more commerce online and increase the GDP of the internet. We believe that removing barriers to online commerce helps more new businesses get started, levels the playing
July 1: Portal Extensions & Mass messaging Portal Extensions Over the last few months we've released several Portal Modules - messaging, file-sharing, billing, etc. - to make it possible to offer your clients an integrated experience. Each of these modules we built form scratch, which means that each one took many months of design and
