# Proposals & contracts updates

> Workspace369 Proposals & contracts release notes, newest first: what changed, where to find it in the app and which plans include it.

Canonical: https://workspace369.com/changelog/area/proposals/
Last updated: 2026-11-05

Workspace369 shipped 16 Proposals & contracts updates; the latest, on November 5, 2026, is [Bulk actions on clients, a clearer Pipeline view, and proposal Design locks you can see](https://workspace369.com/changelog/2026-11-05-bulk-actions-on-clients/).

[All release notes](https://workspace369.com/changelog/)[Subscribe to the feed](https://workspace369.com/changelog/feed.xml)

1. November 5, 2026 Clients & CRMProposals & contracts [Bulk actions on clients, a clearer Pipeline view, and proposal Design locks you can see](https://workspace369.com/changelog/2026-11-05-bulk-actions-on-clients/) Select many clients to move them to a pipeline and stage or change their lead source, with Undo. Board is now Pipeline, and locked Design controls show a padlock. Change many clients at once from the Clients listBoard is now Pipeline, and it names the pipeline you are looking atSee which proposal Design controls are locked before you tap[Read the release notes](https://workspace369.com/changelog/2026-11-05-bulk-actions-on-clients/)
2. November 1, 2026 Clients & CRMWorkspace AIInbox & callsProposals & contracts [Add emails to your CRM with AI, and import proposals and client lists](https://workspace369.com/changelog/2026-11-01-add-emails-to-your-crm-and-import-proposals/) AI turns an email from someone new into a client, a note and a follow-up you review first. Rebuild an old proposal from a PDF, or import clients from a screenshot. Add an email's sender to your CRM with AIImport a proposal from a PDF or photoImport clients from a screenshot[Read the release notes](https://workspace369.com/changelog/2026-11-01-add-emails-to-your-crm-and-import-proposals/)
3. October 31, 2026 Billing & paymentsProposals & contractsCalendar & bookingClients & CRMWorkspace AIInbox & callsWorkflowsClient portalWorkspace & teamProjects, tasks & time [October 2026: Flash Pay, a new proposal builder, deeper booking and AI in your CRM](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/) Flash Pay, retainers and more ways for clients to pay; a new proposal builder with packages; deeper online booking; and CRM tools with AI lead scoring and setup. Get paid more ways: Flash Pay, payment methods, tips, retainers and autopayNo-show fees and tips for online bookingsA new proposal builder, pick-one packages and Write with AIPick a cover for your proposalGoogle events, Meet on every plan, no-show status and services on eventsDeeper online booking: approval by day, team members, limits, one-time links and a clearer setupSet up your CRM with AI and turn client notes into follow-upsAI lead scoring labels new requests hot, warm or coldAutoPilot chat, approvals for connected AI apps and the ChatGPT pluginClient emails in your brand, a calmer Emails inbox and AI writing helpReusable text messages with a default for each message typeWorkflows with decisions, drafts and project triggers, and webhooks on every planMessages on the client portal, and an easier way to style itAppointments on the client portalHide the Powered by Workspace369 creditA new Home, guided setup, linkable settings and clearer plan prompts[Read the release notes](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/)
4. October 30, 2026 WorkflowsProposals & contractsCalendar & booking [Workflows can send a proposal, and booking setup is easier to scan](https://workspace369.com/changelog/2026-10-30-workflow-send-proposal-booking-setup/) A workflow can now make a proposal from a template and email it to the client, and a service’s booking settings are regrouped so the essentials come first. Send proposal step in workflowsA clearer Configure booking page[Read the release notes](https://workspace369.com/changelog/2026-10-30-workflow-send-proposal-booking-setup/)
5. October 30, 2026 Proposals & contracts [Proposals in Hebrew and Arabic now read right to left](https://workspace369.com/changelog/2026-10-30-proposals-hebrew-arabic/) Proposals in Hebrew or Arabic now read right to left on the page your client opens, and the Proposal Builder mirrors when the app is in Hebrew or Arabic. Proposals that read right to leftThe Proposal Builder in Hebrew and Arabic[Read the release notes](https://workspace369.com/changelog/2026-10-30-proposals-hebrew-arabic/)
6. October 26, 2026 Proposals & contractsWorkspace AICalendar & booking [Pick-one proposal packages, Write with AI for proposals and services on calendar events](https://workspace369.com/changelog/2026-10-26-proposal-packages-and-write-with-ai/) Offer good, better and best packages your client picks from, draft a proposal with AI, put proposal totals in contracts and show services on calendar events. Pick-one packages: let your client choose good, better or bestWrite with AI: draft a proposal's introduction, scope and line itemsPut the proposal total and deposit in a contractServices and products on calendar events[Read the release notes](https://workspace369.com/changelog/2026-10-26-proposal-packages-and-write-with-ai/)
7. October 24, 2026 Workspace & teamCalendar & bookingProposals & contractsWorkspace AI [Setup now builds your booking page and starts your first proposal from your services](https://workspace369.com/changelog/2026-10-24-setup-booking-page-and-starter-proposal/) Guided setup now makes a live booking page in one step and starts your first proposal from your services, and new AI access tokens show exactly where to paste them. Make your booking page during setupStart your first proposal from your servicesNew access tokens show where to use them[Read the release notes](https://workspace369.com/changelog/2026-10-24-setup-booking-page-and-starter-proposal/)
8. October 21, 2026 Billing & paymentsProposals & contractsCalendar & booking [Clients see your own thank-you page after they pay](https://workspace369.com/changelog/2026-10-21-after-payment-page/) After a client pays an invoice, pay link, proposal or booking, they now see your note and next-step buttons under the confirmation, with an optional redirect to your site. A note and next steps for clients right after they paySet it once for the workspace, change it per document[Read the release notes](https://workspace369.com/changelog/2026-10-21-after-payment-page/)
9. October 18, 2026 Billing & paymentsInbox & callsProposals & contracts [Client emails now arrive in your brand, and signatures get a proper editor](https://workspace369.com/changelog/2026-10-18-client-emails-in-your-brand/) Invoice reminders, proposals, receipts and e-signature emails go out in your workspace's look from your mailbox, with a richer signature editor and a clearer reply box. Client emails in your own look, from your own mailboxChoose your email layout and signature cardA signature editor that does the work for youA reply box with a real Send button and shortcuts[Read the release notes](https://workspace369.com/changelog/2026-10-18-client-emails-in-your-brand/)
10. October 4, 2026 Proposals & contractsWorkspace AI [A new proposal builder with cover pictures, and your AI assistant can design proposals](https://workspace369.com/changelog/2026-10-04-proposal-builder/) Build proposals with a cleaner editor, an easier block picker and 18 cover designs, or ask a connected AI assistant to style and write one for you. A cleaner proposal editor with an easier block pickerPick a cover for your proposalDesign proposals with your AI assistant[Read the release notes](https://workspace369.com/changelog/2026-10-04-proposal-builder/)
11. September 30, 2026 Proposals & contractsBilling & paymentsClients & CRMWorkspace AICalendar & bookingProjects, tasks & timeWorkflowsClient portalWorkspace & team [September 2026: e-signature contracts, AutoPilot Today, client stages and branded portals](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/) Send contracts for e-signature, run your day from AI AutoPilot Today, track clients through stages, brand client portals, and rebuilt workflows, tasks and Settings. Contracts you send for e-signatureChange orders for accepted proposals and paid invoicesDesign the invoice page your clients openClient stages, follow-ups and a Requests form builderAI AutoPilot Today, Client Health and watches on money, projects and tasksA morning briefing and message sortingCreate calendar events by dragging, with Google Meet and guest invitesTasks, time tracking and files rebuiltWorkflows rebuilt with a table, templates, test runs and AI draftingClient portals in your brand, and a private portal for each clientInvite teammates and add seats in one placeSettings in groups with search, and text size per device[Read the release notes](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/)
12. September 27, 2026 Proposals & contractsClients & CRMWorkspace & team [Contracts, Requests and Team pages redesigned, with forms you can embed](https://workspace369.com/changelog/2026-09-27-contracts-requests-and-team-invites/) Contracts get templates, countersigning and reminders, Requests get a form builder and embed codes, and inviting teammates and buying seats is simpler. Contract templates, countersigning and remindersA Requests table and a visual form builderInvite teammates and add seats in one place[Read the release notes](https://workspace369.com/changelog/2026-09-27-contracts-requests-and-team-invites/)
13. September 24, 2026 Billing & paymentsProposals & contracts [Design the invoice page your clients see, and track changes with change orders](https://workspace369.com/changelog/2026-09-24-invoice-page-design-and-change-orders/) Choose the template, palette and extras for your public invoice page, and change accepted proposals or paid invoices through approved change orders. Design the invoice page your clients openChange orders for accepted proposals and paid invoices[Read the release notes](https://workspace369.com/changelog/2026-09-24-invoice-page-design-and-change-orders/)
14. September 20, 2026 Proposals & contractsClients & CRM [Send contracts for e-signature from Workspace369](https://workspace369.com/changelog/2026-09-20-contracts-and-e-signature/) Upload a PDF or use a template, place signature fields, and send it for signing. Signers verify by email code, and you keep an audit trail and evidence file. Send a contract and track who has signedAn audit trail and evidence file for every contract[Read the release notes](https://workspace369.com/changelog/2026-09-20-contracts-and-e-signature/)
15. June 30, 2026 Workspace & teamBilling & paymentsProjects, tasks & timeProposals & contractsClients & CRM [June 2026: fine-grained team access, receipt scanning and notes that work like documents](https://workspace369.com/changelog/2026-06-30-june-2026-roundup/) Limit teammates to their own clients, bill tracked time in one step, scan receipts into expenses, and write notes with rich text, sharing and AI. Invite teammates quickly and limit them to their own clientsBill tracked time on an invoice in one stepScan a receipt and get the expense filled inProposals get their own homeNotes with rich text, images and AI on the pageShare notes with teammates or publish one as a public link[Read the release notes](https://workspace369.com/changelog/2026-06-30-june-2026-roundup/)
16. April 30, 2026 Proposals & contractsClients & CRMBilling & paymentsInbox & callsWorkspace AIProjects, tasks & time [March and April 2026: a new proposal builder, intake forms and project profitability](https://workspace369.com/changelog/2026-04-30-march-april-2026-roundup/) A visual proposal builder with deposits and tracking, several intake forms with an inbound API, profitability and AR aging reports, calls, and an AI knowledge base. Build several intake forms, each with its own design and follow-upA visual proposal builder with themes, deposits and trackingSee what each project earns and who owes you, by how late they areTexts, calls and voicemail next to your email, with transfer and analyticsTeach Workspace AI about your business with a knowledge baseA rebuilt products and services catalogFaster task boards: filter chips, search and kanban zoom[Read the release notes](https://workspace369.com/changelog/2026-04-30-march-april-2026-roundup/)

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