We've released several new features this week:
- Retainers [🧪Beta]
- Mark Invoices as Internal
- Proposal Tokens
- Display user who completed a Client Task
Retainers [🧪Beta]
We've built a Retainers feature that is now available as a
closed beta
. This means that the feature is available to users who request access and might have some bugs. If you'd like to join the closed beta and help us test out this feature, please reach out to our Support Team. Mark Invoices as "Internal"
Invoices can now be marked as "Internal", meaning that they won't be sent to the client via an email nor available for viewing on the client portal, giving your firm more control over what clients can see and access.
Proposal Tokens
You can now customize your proposals using the following tokens in the
Intro Message
and Terms & Conditions
sections of proposals:- Client Name (e.g. the name of the business)
- Contact Name (e.g. the specific people you're sending the proposal to)
- Contact Address
- Contact Phone
If a client has multiple contacts on it, we utilize the address and phone number of the first default contact. If there is no default contact, then we instead use the address and phone number of the first signatory that has this information.
Display User who Completed a Client Task
We now display the name of the user (be it client or team member) who marked a Client Task as "Done".
❗Please note:
Client tasks that were marked as "Done" before
this release will not have the user information -- only client tasks marked as "Done" moving forward will.