Client Organizers [🧪Beta] and Linked Invoices and Proposals

We released a couple of new updates this past week:

Our highly anticipated organizer feature is now available for beta testing access!

With this feature, you'll be able to build reusable templates with conditional logic, add an organizer to any project, send it with automatic reminders, and get notified when your client submits it and when your team marks it verified.

Reach out to our support team by chat or email, and we'll enable the feature on your account. Run into a bug or have feedback? Let support know, we'd love to hear it!

Now you can see exactly where an invoice came from.

Invoices generated from a proposal now link back to that proposal right from the page. On the flip side, accepted proposals show links to the invoices they generated on the page, including every invoice created from a recurring schedule.

This makes it easier to understand which invoice is created from which proposal so that it's easier to locate related proposals + invoices.