New Feature
View Jobs on a Contact
You can now view Jobs directly in the Contact view, reducing the need to jump between CRM and Jobs to understand what’s actually happening with that customer. With jobs visible on the contact record, office staff can more confidently answer questions about current and past work, spot patterns
The benefit: Faster insights and better-informed customer conversations.
Where to find it: Open any Contact and look for the new Jobs tab.
Feature Enhancement
Logos Resize to Fit Estimates Automatically
We’ve overhauled how company logos work on web proposals and estimate PDFs. No more awkward stretching or frustrating crops. Logos now automatically scale to fit their container while maintaining their original aspect ratio. Even better? We’ve added full support for PNG transparency, so your brand looks crisp and professional against any background.
💡 Pro tip: To see these improvements in action, just head to Settings → Company Information and re-upload your logo.
⚠️ Note: This update currently applies to Proposal PDFs and Web Proposals (Invoices coming soon!).
As always, we appreciate your partnership. Please feel free to reach out with any questions or concerns that you might have. Enjoy the rest of your week!
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