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Send quotes using email templates, tokens, and meeting links

Feature Status: Live

19 May 2026

New Operators for Conditional Property Logic

Feature Status: Live

13 May 2026

Custom Report Builder Usability Improvements

Feature Status: In beta

13 May 2026

Custom-coded Modules for Quotes

Feature Status: In beta

12 May 2026

Tags in Dashboards

Feature Status: Live

12 May 2026

Invoice to Project Associations

Feature Status: Live

22 Apr 2026

AEO: Track and improve your brand visibility in AI-powered search

Feature Status: In beta

21 Apr 2026

Create report with AI option in Reporting

Feature Status: Live

21 Apr 2026

Allow selective mirroring of data across accounts

Feature Status: Live

21 Apr 2026

Add Writing Guidelines to Quote Templates for Better AI-Generated Content

Feature Status: Live

21 Apr 2026

Password Protection on Quotes

Feature Status: In beta

21 Apr 2026

Create Product Bundles

Feature Status: In beta

14 Apr 2026