January 13, 2026 - Changelog

Happy New Year! 🎉 We're back with our first updates of 2026, and we're kicking things off by squashing bugs and smoothing out the wrinkles you've been telling us about.

Here's what's new:

• Improved project archiving - Archiving a project should mean it's actually done. Now, archiving automatically pauses workflows and closes invoices, so you don't have to worry about ghost emails sending to past clients.
• Fix proposal form package calculations - Seeing $0.00 on a proposal preview is heart-stopping. We fixed an issue where package totals weren't calculating correctly in previews, so you can send proposals knowing the math is right.
• Improved Gmail connection process - Random email connection errors are a headache. We improved how we check your Gmail connection to catch issues, preventing unexplained disconnects and keeping your inbox flowing.
• Payment plan template name validation - Saving edits to payment plan templates were throwing a “name already exists” error for unique names when they should not have. We fixed this, so you can name and save your templates without getting stuck.
• PDF download naming - PDF files now download with clear, meaningful filenames based on the item downloaded.
• Scheduler form removal - Forms attached within the advanced scheduler settings can now be removed from the scheduler.