Client Portal
Every proposal now includes a live client portal. Clients open the link and get access to:
- Live Chat — ask questions directly on the proposal without switching to email.
- E-signature — sign legally binding documents in one click.
- Stripe payments — pay the deposit or full amount directly in the portal.
No account required for the client.
Audit Log
Pro plan and above now includes a full audit trail per proposal. See exactly when the proposal was opened, how long each section was read, and if the document was forwarded.
Fixes
- HubSpot sync now correctly maps deal stage on proposal approval.
- Fixed a layout issue with DOCX export on Windows Word 2019.
- Improved Fireflies webhook reliability on calls longer than 90 minutes.