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.
Clients & CRMProposals & contracts
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.
Clients & CRMWorkspace AIInbox & callsProposals & contracts
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.
Billing & paymentsProposals & contractsCalendar & bookingClients & CRMWorkspace AIInbox & callsWorkflowsClient portalWorkspace & teamProjects, tasks & time
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.
WorkflowsProposals & contractsCalendar & booking
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.
Proposals & contracts
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 & contractsWorkspace AICalendar & booking
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.
Workspace & teamCalendar & bookingProposals & contractsWorkspace AI
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.
Billing & paymentsProposals & contractsCalendar & booking
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.
Billing & paymentsInbox & callsProposals & contracts
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.
Proposals & contractsWorkspace AI
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.
Proposals & contractsBilling & paymentsClients & CRMWorkspace AICalendar & bookingProjects, tasks & timeWorkflowsClient portalWorkspace & team
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.
Proposals & contractsClients & CRMWorkspace & team
Contracts get templates, countersigning and reminders, Requests get a form builder and embed codes, and inviting teammates and buying seats is simpler.
Billing & paymentsProposals & contracts
Choose the template, palette and extras for your public invoice page, and change accepted proposals or paid invoices through approved change orders.
Proposals & contractsClients & CRM
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.
Workspace & teamBilling & paymentsProjects, tasks & timeProposals & contractsClients & CRM
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.
Proposals & contractsClients & CRMBilling & paymentsInbox & callsWorkspace AIProjects, tasks & time
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.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
