Roadmap
What we're building next
Our roadmap is public. We believe you deserve to know what's coming and when. Updated regularly as priorities shift.
Last updated: April 4, 2026 (v1.6.0)
Recently Shipped
15File Attachments
Attach receipts, contracts, and files to expenses, estimates, and invoices. Client-visible toggle controls what appears on public estimate pages.
Client Approve / Reject Flow
Clients can approve or reject estimates directly from the public link. Rejection includes an optional rich-text reason shown back to the sender.
Public Estimate Page Redesign
Professional document-style layout for client-facing estimate pages. Sticky approve/reject bar, rich-text notes, attachment grid with thumbnails, and highlighted totals.
PDF Export
Download estimates and invoices as professional PDFs — from the admin dashboard and directly from the client-facing public page.
Reports & Analytics
Revenue vs expenses chart, estimate approval rates, invoice status breakdown, and top customers — with a 3/6/12-month period selector.
Document Viewed Notifications
Email notifications when a client opens an estimate or invoice for the first time. Configurable per toggle in Settings → Notifications.
Settings Routing
Settings home now redirects directly to Company Settings. Dead links removed and unknown routes return a proper 404.
Live Dashboard
Real KPIs, a 12-month revenue area chart, pending estimates and invoices panels, and a recent activity feed — all with live data.
Per-Module Price Visibility Permissions
Six granular permissions (one per module) let owners restrict which team members can see monetary amounts — prices, totals, and financial charts are hidden server-side and in the UI.
Task Side Drawers & Linked Document Review
Tasks now open in dedicated right-side drawers with wider editing space, explicit close actions, and a second layered drawer for reviewing linked invoices and estimates without leaving the board.
Tasks Linked to Invoices & Estimates
Tasks and automations can now attach related invoices and estimates directly, making follow-up work easier to review and act on from the task flow.
Expanded Notification Events
Notification settings now cover more lifecycle events, including estimate status updates, overdue invoices, and payment received emails.
Checkout Currency & Promo Codes
Stripe checkout now supports organization currency and promotion codes, with cleaner success and cancel routing for subscription flows.
Payment Reliability & Retry Flow
Plan gates now enforce subscription status — incomplete or canceled subscriptions can no longer access paid features. Global banner alerts for failed payments, dedicated billing section with one-click portal access, and webhook sync for expired checkout sessions.
Recurring Invoices
Schedule invoices to be generated automatically on a set interval — ideal for monthly retainers and ongoing contracts. Configurable frequency, start date, limits, due-date offset, and optional auto-send.
In Progress
1Online Payments via Stripe
Let clients pay invoices directly online via Stripe Connect. Generate a payment link and track status automatically. Available on the Scale plan.
Planned
3Expanded Settings
Deeper settings coverage: document branding, custom number formats, and additional customization options.
Multi-Currency with Live Rates
Automatic exchange rate fetching and conversion logic for businesses working with international clients.
Advanced Search & Filters
Full-text search, date range filters, client filters, and amount filters across estimates, invoices, and customers.
Considering
4SMS Notifications
Send automated SMS messages to clients for key events: unpaid invoice reminders, estimate awaiting approval, payment received confirmations, and overdue alerts. Businesses can enable SMS per-client and configure which events trigger messages.
Activity Log & Audit Trail
See who did what and when — approvals, edits, sends, payments — with a visible timeline on every document.
Bulk Actions
Select multiple estimates or invoices to change status, delete, or send in a single action.
Document Templates & Custom Branding
Upload your logo, pick your colors, and customize the header and footer of your estimates and invoices.
Missing something?
Our roadmap is shaped by customer feedback. If there's a feature you need that isn't here, we want to hear about it.
Request a feature