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Client Portal — Invoice & Estimate Notifications for Contacts 🔔
Private by default: Enhanced privacy controls for documents uploaded through notes
WhatsApp Templates: Cleaner Selection, RTL Authoring, and Compliance Visibility
🚀 Multi-role signing for your Documents and Contracts templates, right inside Workflows.
✨ Ask AI in Mobile App Can Now Read Your Files ✨
📁 Client Portal — File Share Notifications
Client Portal: File Upload Notifications for Account Admins and Users
Generate Submission Documents – Forms, Surveys & Quizzes
Client Portal – Shared File Notifications for Clients
Workflow Trigger for file uploads via Client Portal
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