Resources Page

A new Resources page helps you quickly find helpful videos, tutorials, and feature walkthroughs.

→ Browse explainer videos and use-case guides in one place
→ Videos are organized for easier discovery
→ Includes a Changelog tab so you can view product updates without leaving the app

Form Ending Page Customization

Forms now support customizable submission endings.

→ Edit the ending page title and description
→ Choose a CTA button or automatically redirect to a success URL
→ Set a redirect delay so users clearly see the confirmation first
→ Improves clarity, trust, and flexibility after submission

Email Message Templates

Create and manage reusable email templates for consistent communication.
→ Design templates for quotations, invoices, leads, deals, and clients
→ Insert dynamic variables with @mentions
→ Add images and rich content for better presentation
→ Saves time and keeps branding consistent

Task Public API

Now available to create tasks programmatically.

→ Docs: https://heffl.com/api-docs#tag/tasks/post/tasks

Improved Deal Search

Search is faster and more accurate for deals.

Invoice and Quotation Date Format

You can change the date format in Organization Settings → General.

→ This applies to invoices and quotations.