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Mark proposals as accepted
Nov 26, 2025
You can now mark any proposal as accepted, without involving the customer (if they are unable to login, for example). It is possible to attach a proof in the formed of a signed document or screenshot.
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Collaborate
Nov 6, 2025
You can now invite subcontractors or colleagues to collaborate on your proposals. They get limited access
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Revenue Chart
Oct 28, 2025
You can now see revenue visually in the revenue chart. This can also be filtered on primary contact for each individual deal.
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Move tasks easily
Oct 24, 2025
You can now directly move a task to an adjacent section, through the menu on the task.
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Change overview
Oct 17, 2025
The overview of changes is now clearer, showing the status and time of actions.
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Message status
Oct 14, 2025
You can now see which notifications were sent directly from any message thread.
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Valuations
Oct 6, 2025
You can now add valuations to deals. This makes it easier to estimate your future revenue. If you do not set a valuation, it will be automatically calculated when you send the offer (and updated when it is accepted).