Hey there,
You can now create Questionnaire templates to collect details from clients in a more structured way.
Start from a blank questionnaire or choose from pre-built system templates like Client Onboarding, Wedding Vision & Experience, and Wedding Design. You can customize the questions, tone, and structure, then save and reuse the template for future projects.
Questionnaires can be shared with clients using a link, making it easier to gather the information you need before moving forward.
๐ Create a Questionnaire template today from your Templates section.
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Hey there,
You can now offer wire transfer as a payment option on your invoices.
Turn on Accept wire transfer from Payment Settings, or while creating an invoice, then add the wire instructions your clients need to complete the payment.
When enabled, those instructions will appear on the client-facing invoice payment page.
๐ Go to Payment Settings or the invoice payment flow to add wire transfer instructions.
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Hey there,
Weโve made it easier to review documents before and after theyโve been shared.
Invoices, contracts, quotes, and templates now have a direct preview action, so you can quickly see how the final version will look before sharing and review the shared version anytime after.
This makes it easier to check how the document appears without reopening the full editing flow.
๐ Use Preview to review a document before or after sharing.
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Hey there,
Weโve made it easier to share your feedback with us.
Youโll now find the Feature request option in the header, so itโs simpler to access whenever you want to suggest an improvement or share an idea.
The request flow remains the same, weโve just moved the entry point to make it more visible.
๐ Click Feature request in the header to share your feedback.
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Hey there,
Weโve made it easier to collect leads directly from your website.
You can now copy the embed code for your lead form template and add it to your website, so potential clients can submit their details without leaving your page.
This gives you another way to share your lead form and capture new inquiries more smoothly.
๐ Copy the embed code from your lead form template.
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Hey there,
Weโve updated Templates to help you create and reuse them faster.
You can now copy any template, edit it as needed, and use it without starting over.
Youโll also find System Templates, giving you ready-made templates that you can customize to fit your requirements.
๐ Visit templates from your dashboard today.
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Hey there,
Weโve added custom cover images for Invoices and Quotes, giving you more control over how each document looks.
You can now add or customize a cover image of your choice for every invoice or quote, making each one feel more personalized, branded, and professional.
Itโs a simple way to make your invoices and quotes stand out while matching the style of your client or event.
๐ Add a custom cover image to your next Invoice or Quote today.
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Hey there,
Weโve updated Invoices to make payment tracking clearer.
You can now see where each payment came from, whether it was made through a payment link, an invoice, or an instant payment request.
For payments made through payment links, the Event Date is now also captured and shown in the payment details screen and payment emails.
๐ Visit your Invoices dashboard to review payment details with more clarity.
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Hey there,
Weโve updated Contracts to give you clearer visibility into every connected detail.
You can now view the signer list in order, along with each signerโs role and status, so itโs easier to see who has signed and who is next.
Contract detail pages also now show linked invoices and addendums, with clickable access to each related item.
๐ Visit your contracts dashboard.
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Hey there,
Weโve updated the post-contract invoice flow to give you more flexibility.
After creating a contract, you can now choose whether to create a Quick Invoice or an Itemized Invoice, instead of being taken directly into one flow.
Quick Invoice also now supports Payment Schedule, so you can split payments and set due dates when needed.
๐ Create a contract and choose the invoice type that works best for you.
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