The proposal, hardened, and billing at full PSA parity
Two themes in this one. First, the proposal step is now something you can lean on: the scope of services comes from your firm's editable template rather than a generative model, so it reads the same every time and can never garble. It persists, so clicking away never loses it, and it follows a generate-once, review, accept path that files the finished proposal straight into the client's documents. Second, time and billing now clears the bar of a best-in-class professional-services platform, not just the items any one firm asked for, with aging, payments, premium billing, budgets, a real timer, leave balances, and expenses all in one place.
A proposal you can trust, every time
The scope renders deterministically from your template, persists, and files itself once accepted.
- →The scope of services renders from your firm's editable scope template, so it is clean and consistent every time, with the approved quote's fee carried in and labeled as such.
- →The proposal persists: open the prospect later and it is right there, no regenerating, and the cover email shows the scope inline so you see exactly what the client receives.
- →Generate once, review, and accept; accepting files the proposal into the client's documents and notifies the team, so there are no duplicate drafts piling up.
- →Blend folds the scope into the engagement letter in the background, and a mark-as-signed control lets a firm run the whole onboarding through to a converted client before e-signature is connected.
Billing at best-in-class PSA parity
On top of the time-to-invoice suite, the aging, payment, premium-billing, budgeting, and expense primitives a top professional-services platform carries.
- →WIP aging and AR aging reports, and recording a payment against an invoice so receivables actually draw down.
- →Write-ups and write-downs on WIP for premium or goodwill billing, and project budgets in hours with a budget-versus-actual burn.
- →A live start/stop timer that books a real time entry, PTO and leave balances that accrue and draw down as leave is taken, and expense capture with receipts and a submit-approve-reimburse workflow.
Quieter, tidier surfaces
The everyday surfaces got calmer and easier to keep clean.
- →The notification bell shows the five most recent with a full notifications page behind it, and anything you wait on (a quote, proposal, blend, or letter) pings the bell when it is ready.
- →Quote history is trimmed to the five most recent and a quote can be deleted, and questionnaire questions can be removed, not just added.
- →Time and billing is one surface again, with the time, WIP, invoices, reports, and pricing tabs all under a single Billing entry.
Fixes & improvements
- •The proposal scope can no longer produce garbled or repeating text, it renders from your template deterministically.
- •The engagement letter downloads as a real .docx instead of returning a not-found page.
- •The portal invite is sent only at conversion, never earlier in the onboarding.
- •The month-end close variance report now has a panel in the close UI, and invoice formatting defaults and the next invoice number persist through real endpoints.