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Data Agent: Activities and Transcripts Data Source

Feature Status: Live

11 Mar 2026

PDF Page Break Setting on Quotes

Feature Status: Live

10 Mar 2026

Custom events are now available to Pro customers

Feature Status: Live

3 Mar 2026

Add Line Items to Deals via Workflow Actions

Feature Status: In beta

3 Mar 2026

Improved Company and Contact Record Defaults for Pro+ Customers

Feature Status: In development

3 Mar 2026

Exclude weekends from "Time between" calculated properties

Feature Status: In beta

3 Mar 2026

Location-Based Login Restrictions

Feature Status: Live

25 Feb 2026

Teams Import for Scalable Org Management

Feature Status: In beta

25 Feb 2026

Custom Reports Included in Email Shares with Attachments

Feature Status: In beta

24 Feb 2026

Template Level Styling for Quotes

Feature Status: Live

24 Feb 2026

Brands Support in Invoices, Payment Links, and Subscriptions

Feature Status: In beta

11 Feb 2026

Filtering on Record Associations Cards

Feature Status: Live

Impact Level: Medium

14 Jan 2026