Branded documents, proposal sections, catalog changes, and new sign-in pages
Proposal documents can display your business identity and contact details. Printable job checklists can include business branding, customer information, job address, and selected work-item instructions.
Proposal, contract, acceptance, and change-request emails use a shared design with your business name. Signed client views expose Proposal and Contract tabs with print and download controls.
Proposal items can be organized into named sections that you can rename, reorder, or remove. Client views show section headings, subtotals, item details, and optional-item guidance.
Products & Services entries can be classified and filtered by type, including products and services.
The manual line-item import and the old template-browser workflow were removed from Settings and Products & Services. Catalog items are now managed directly in Products & Services.
Dedicated Login and Sign up pages replaced the previous sign-in routes. Saved bookmarks or redirects using the old paths may need updating.