New & Improved
eCheck Payments Now Available
Clients can now pay via eCheck through our CPACharge integration, giving your customers more flexibility at checkout.
More Consistent Pricing Across the Platform
We've aligned pricing displays across the Roadmap, Magic Link, and Onboarding Portal, so what your clients see is now consistent no matter where they're looking.
Improved Session Security
We've added automatic cleanup for inactive sessions, helping keep accounts more secure.
Navigation Update
A small visual refresh to the navigation highlights color for better clarity as you move through the platform.
Fixes
Pricing corrections now saved properly > Resolved an issue where pricing bump adjustments weren't deleting as expected.
Signed scope agreements now appear correctly > Fixed a bug where signed Scope Agreement documents weren't showing up in the Documents folder.
Proposal PDFs now display client names > Resolved an issue where client names were occasionally missing from generated Proposal PDFs.