improved
new
Workflow
API
"View as Client" from Projects and API Updates
We released several new features and API updates last week:
- "View as Client" from the project view
- New API endpoint to list proposals
- New API endpoint to fetch a specific project
"View as Client" from Projects
You can now preview a project exactly as your client sees it, right from the project itself.

Just click
View as Client
in the project header, and you'll jump straight into the client's view of that specific project.If more than one contact has access, you'll get a quick picker to choose who to preview as. Lastly, this is only visible to firm users with the
View as Client
permission.List Proposals API
We also released a new API so that you can retrieve a paginated, filterable list of your proposals, including filters for client, status, and date range. This makes it easy to sync proposal data into a CRM, build a sales dashboard, or trigger workflows based on proposal status changes. For more information, see our API documentation here.
Get Specific Project API
We also released a new API so that you can now grab a specific project by its ID, instead of only pulling the full project list. For more information, see our API documentation here!