Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
Improved Feature: Taxes & Discounts on Text2Pay
Text2Pay allows you to easily collect payment over a link. However, it was a bit limited, so we’ve made some improvements that will take it up a notch. ...more
Important Updates ,New Feature Release Payments &Conversations
April 02, 2025•1 min read
New Feature: Subscription Coupon's Monthly Limitations
This feature allows you to add a cap to the number of times a coupon will apply to a subscription, leading to more flexible offers and a new marketing strategy at your disposal that's easy to manage. ...more
Important Updates ,New Feature Release &Payments
April 01, 2025•1 min read
Improved Feature: Additional Default Reminders for Invoices
This update will give a small boost to your Invoice reminders. Adding a default template and repeated reminders, even if you have not customized them yet. ...more
Important Updates ,New Feature Release &Payments
March 27, 2025•1 min read
New Feature: Estimate Activity Tracking
Estimates help you move prospects into completing purchases and becoming customers. However, they are not an activity that you do alone. So, to help you keep track of views and changes we’re glad to i... ...more
Important Updates ,New Feature Release &Payments
March 25, 2025•1 min read
New Feature: Opportunity Custom Value Support in Terms & Notes
This feature will help you ensure accurate dates in your invoices and estimates, providing a flexible approach that uses auto-populated fields to elevate the customer experience. ...more
Important Updates ,New Feature Release Payments &Opportunities
March 12, 2025•1 min read
New Feature: Edit Payment Schedules for Partially Paid Invoices
This feature improves the flexibility of your Invoices, creating a single invoice that covers all your needs, allowing for corrections, inclusions, and modifications that better fit your project. Whil... ...more
Important Updates ,New Feature Release &Payments
March 11, 2025•1 min read
New Feature: "Assign to Sender" Option in Documents & Contracts
This feature allows you to make the most out of your Document templates, enhancing their functionality and keeping them flexible with the automated field assignation to the user who sends the Document... ...more
Important Updates ,New Feature Release &Payments
March 07, 2025•1 min read
New Feature: Custom URL Redirection in Documents & Contracts
This feature will help you seamlessly move customers to a website, client portal, or thank you page creating a complete customer journey that guarantees they feel satisfied and included in your commun... ...more
Important Updates ,New Feature Release &Payments
February 26, 2025•1 min read
New Feature: Manual Payments in Forms & Surveys
This feature provides you with enhanced flexibility when collecting payments, allowing you to meet customers' needs while keeping your Forms and Survey information automatically updated. ...more
Important Updates ,New Feature Release Payments Forms &Surveys
February 25, 2025•1 min read
New Feature: Payment Widgets on the Dashboard
These widgets will help you keep an eye on your revenue, payments, and more money-related insights. Simultaneously improving your financial planning with updated asset tracking and retargeting your ma... ...more
Important Updates ,New Feature Release Payments &Dashboard
February 24, 2025•1 min read
New Feature: Subscription Settings
This feature simplifies the care and cancellation process for your subscriptions ensuring you have control and time to attend to any issues while ensuring efficiency in your cancellation system. ...more
Important Updates ,New Feature Release &Payments
February 20, 2025•1 min read
New Feature: Upload Multiple PDFs & Page Rearrangement
This feature allows you to import multiple PDF files at once, resulting in a central document creation that allows for multiple document types to be managed inside the system as a singular document th... ...more
Important Updates ,New Feature Release &Payments
February 18, 2025•1 min read
Improved Feature: Payment Link Improvements
Payment Links are one of the easiest-to-use payment methods inside the CRM. This is why adding coupon codes or disabling links after a while needs to be simple. The recent improvements cover that need... ...more
Important Updates ,New Feature Release &Payments
February 13, 2025•1 min read
New Feature: Deposits and Payment Plans on Documents & Contracts
Handle your Deposit and Payment plans directly from your Documents and Contracts with this new feature. Creating a streamlined and transparent approach to payment collection, terms and conditions, and... ...more
Important Updates ,New Feature Release &Payments
February 12, 2025•1 min read
New Feature: Send an Invoice for a Failed Subscription Payment
Invoices create a legal reminder for customers to complete payment on any pending service. When managing Subscription payments you may have run into failed payments before, this improvement will autom... ...more
Important Updates ,New Feature Release &Payments
February 04, 2025•1 min read
