Managing company information You can now more easily edit companies, assign logos to companies, and see all the clients that are associated with a company. Improvements and fixes * Redesigned the custom field experience to be more intuitive. * Improved the performance of the CRM page when you have >100 clients.

Duplicate invoices You can now duplicate an invoice on the Invoices page. Any invoice that's duplicated starts off in in Draft state and form there you can send it to a client. Improvements and fixes * Added Quarterly as an option when creating subscriptions. * Improve the experience of adding

CRM filters You can now click on a filter button on the CRM table to indicate which columns you would like to show. Filters are user-specific so your teammates can setup different filters and those preferences are saved. Improvements and fixes * Added invoice receipt email notifications for clients users. * Improved

Custom fields On the client details page, you can now add custom fields including phone numbers, emails, URLs, text, numbers, and addresses. Once added, they show on the CRM table. Check out the video to see how it works. ⬇️ Improvements and fixes * Added support for decimals in the quantity field

Improvements and fixes * Added a New button on the client details page that combines actions across the enabled modules. * Improved notification behavior for the Forms module so that new form submissions show real-time without refresh. * Fixed a bug that caused poor link formatting in the Messaging module. * Fixed a bug

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

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 tab on

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

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

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

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

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

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

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 on the

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

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

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

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.

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

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

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 for