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Release Notes
October 29th, 2026

Quoting, Contracts, and Customer Portal Updates

October 23rd, 2026

More Control Over Quotes and Invoices

October 19th, 2026

Contract History, Renewal Uplift, and Rules Updates

October 9th, 2026

Invoice Clarity and Billing Visibility

September 25th, 2026

Account-Specific Rate and Custom Discount Improvements

August 10th, 2026

Document Management, Stripe Charge IDs, and eSign Controls

July 23rd, 2026

Quote Customization by Role, Period Length Rules, and Invoice Term Edits

July 21st, 2026

More Control Across Invoicing, Permissions, and Payments

June 12th, 2026

Smarter Rules, Faster Workflows, and More Quote Control

May 22nd, 2026

Lock Customers into Tiered Pricing

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