June 2024
Proposals: Customize Your Proposal Branding
With customizable brand colors, your proposals can now reflect your brand's identity more than ever! Adjust your proposal's appearance to match your company’s style using our new color customization tool.
Navigate to the Dashboard page and open the set-up widget
Click Set Up brand
Choose your colors from a predefined palette
Read more about it here.
Proposals: Add Introductory Videos
Embed videos directly into your proposals to provide a powerful first impression. Easily upload and manage videos from YouTube, Vimeo, or Loom, right in the Agreement Studio. Set a video once and it automatically integrates into your proposal template, enhancing client onboarding and engagement.
Open the agreement studio
Add a link in the Introductory video section
Services: Automate Annual Price Increases
Make sure your pricing stays competitive and aligned with your business costs by setting automatic annual price increases for your recurring services.
Choose to apply increases on a specific date each year or at the agreement's anniversary, based on the agreement's effective date.
Read more here.