Release notes

Proposals now support file attachments. Add up to 10 supporting files — up to 10MB each — from the proposal editor or the mobile proposal wizard, and your client can open or download them right from the proposal link.

Reorder or remove files while the proposal is editable, and use the sender preview to confirm the client view before you send. Attachments carry over when you duplicate a proposal or send a revised version, so there's no need to upload the files again. See Add and share files with a proposal for the details.

Add a phone number to your profile and it appears in the Prepared by section of the online proposal, preview, and PDF, alongside your name and email.

Add business-wide payment options — PayPal, Stripe, Link, Zelle, Cash App, Venmo, and other links — and a Payment Links tab appears on signed proposal and contract client pages. URL-based options open a payment page, while Zelle uses a copyable email address or phone number.

Workspaces can now connect to other systems with the Public API and webhooks. Admins create and revoke API keys from Settings > API Keys, and connect the API to read customers, proposals, and catalog items and to create customers and catalog items. From Settings > Webhooks, admins can send signed, accepted, and change-requested proposal events plus new-customer and new-catalog-item events to a URL, with signed delivery and retries. API Keys and webhooks only available on the Team plan or above.

Proposals now support general Terms and Conditions, separate from Payment Schedule content and service-level Contract Terms. The general terms appear in the client-facing proposal and in the contract generated after acceptance.

Payment Terms is renamed to Payment Schedule throughout the proposal builder, preview, client view, PDF, and contract. Existing payment information is unchanged.

The profile-menu Help & Support option now opens an in-app support panel rather than starting an email, with your name and email prefilled.

New team members receive a role-aware dashboard checklist for business setup, exploring the proposal builder, creating a first proposal, and sending it to a client. The checklist can be minimized or dismissed, reopened from the sidebar, and includes a short proposal-editor tour.

You can create a new service or product directly while adding proposal items, and push edited catalog-backed items back to the reusable catalog. Sending an empty proposal is blocked until at least one item is added.

Admin onboarding now covers trade selection, business details, an optional license number and logo, teammate invitations, and next steps. Trade selection can influence document terminology.

Suggested starter catalog items are marked Sample and can be removed without affecting items already used in proposals. Non-admin users see a setup-in-progress message.

Setup also creates a sample draft from your imported services, viewable through the Draft, Document, Contract, and Job tasks tabs. The contract view is display-only and does not create a signed contract or begin client approval.

Projects now bring proposal, contract, invoice, checklist, project dates, progress, and job-task information into a single workspace.

Apropos checks for similar contacts before saving a new contact and lets you review possible matches.

Client comments and change-request status appear on an open proposal screen without requiring a refresh.

When creating a QuickBooks estimate or invoice for an unlinked contact, Apropos searches for possible matching QuickBooks customers so you can link an existing customer or create a new one.

You can manage marketing and product-update email preferences from the profile's Notifications area.

Users whose plan does not include QuickBooks estimates or invoices receive an explanation and an upgrade path.

A client can no longer accept the same proposal version after requesting changes; they must wait for a revised proposal.