We’ve just shipped several quality-of-life improvements across the platform to make your daily workflows faster and more intuitive:

Quick Actions Menu

You’ll now find a + button at the top to quickly add tasks, meetings, contacts, companies, invoices, deals, and more.

→ Fully customizable based on what you use most.

Subject Field in Invoices

You can now add a subject line to your invoices — helpful for context, clarity, and organization.

Revamped Client Portal Customization

New, simplified UI

Dynamic Naming for Quotations & Invoices

Set up dynamic document names using smart placeholders — personalize your files at scale.

Enhanced Entity Picker in Tasks

• Search across all entities

• Use keyboard shortcuts to move faster when linking tasks to deals, invoices, jobs, etc.

Contact First & Last Name Variables in Emails

Use {{contact.first_name}} and {{contact.last_name}} directly in your emails — for more personalized outreach and follow-ups.

New “Meeting” Button in All Entities

You no longer need to open a task to schedule a meeting.

→ Just click “Meeting” directly from any entity (deal, company, invoice, etc.).

Export & Copy Form Responses

You can now download form responses as Word documents or copy the full response in one click — great for sharing, printing, or saving offline.