The Customers menu now has a single Documents entry
Quotes, proposals, contracts, invoices and receipts sit behind one set of filter chips, a quote appears in only one list, and opening a quote from a deal keeps…
Enhancement · Platform ·
Quotes, proposals, contracts, invoices and receipts sit behind one set of filter chips, a quote appears in only one list, and opening a quote from a deal keeps you on the deal instead of jumping to another page. Accounts is no longer a second organisation list: it appears only when account management is switched on in Sales admin, where you can also rename it.
October 2026 · Releases & improvements
Support tickets now wait for verification after a code change is released · Adding a form to your website now works
Platform
- The Simple top bar stands up straight
- Deal pipelines that fit your industry
- Screen readers now announce what each whiteboard control is
- Deal timelines now show only documents that belong to the deal
- Asana imports now look like the original project
- Support Tickets now recovers on its own when the platform briefly refuses a
