Deal actions now explain themselves instead of doing nothing
If you only have view access to Customers, the buttons on a deal — saving a quote, creating a document, uploading a signed contract — no longer look available…
Fix · Growth ·
If you only have view access to Customers, the buttons on a deal — saving a quote, creating a document, uploading a signed contract — no longer look available and then quietly ignore your click. They are clearly unavailable and the deal now tells you which access you need to ask a workspace admin for.
September 2026 · Releases & improvements
The Revenue vs Expenses chart on the Finance dashboard is now readable at a · Flyers and hundreds of other print products are now available to order from
