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Generate Submission Documents – Forms, Surveys & Quizzes

Client Portal – Shared File Notifications for Clients

Workflow Trigger for file uploads via Client Portal

Multiple download formats for Certificates & Badges

In labs: Enhanced document privacy & access controls

Media Library Integration in AI Studio

Mobile Payments: Unsaved Changes Dialog for Invoices & Estimates

Media Library: Expanded File Preview Support

🏢 Use Associated company fields in custom value picker across platform

Linear: Workflow Actions & Triggers

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Marketing & sales automation built for Australian service businesses. One platform, one flat rate, genuinely easy to use.

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