Updated as of 02.25.26
This guide provides an overview of the features that have already been submitted to our developers, what is currently in progress, and what’s planned next. This page will be updated regularly as new requests come in and development work continues.
Submitted Features
These features have already been shared with our development team. Some are in review, and others are queued for upcoming releases.
Adding a Forms tab inside projects that automatically saves client form submissions for easy access.
"Contact" page to save contact info for all clients.
Filtering option on the dashboard calendar to toggle on/off meeting and specific projects.
Notes area inside projects for jotting down ideas and meeting notes.
Ability to download completed forms as pdfs.
Features Currently in Progress
These features are actively being worked on and will be released in an upcoming update.
Proposal Builder (ETA: mid March)
Create and send proposals that allow clients to select their packages and add-ons. Then instantly generate and send both your contracts and invoices will all the necessary info so the client can book right away. This feature will also include smart fields and dependent task dates.Date / Calendar Formatting (ETA: end of Feb)
Ability to change date formatting to DD/MM/YYYY and have your calendars start on Monday instead of Sunday.Financial Data Exports (ETA: end of Feb)
Download all of your invoice and financial data as a CSV file for bookkeeping.
What’s Coming Next
Based on user feedback and workflow impact, these are the next features we plan to submit to our developers. These items represent the highest-impact improvements across projects, forms, contracts, and permissions.
Proposal + Automated Booking Flow (In Development)
A unified, end-to-end booking experience that eliminates the need to manually stitch together forms, contracts, and invoices across different tools. Planned capabilities include:
Proposal Builder that links automatically to your contract + invoice
Packages Page (create packages with deliverables, descriptions, timelines, preferred payment plans)
Add-Ons Page for single-deliverable upsells
Clear distinction between Packages (multi-deliverable services) and Add-Ons (individual deliverables)
Package/Add-On selection buttons with beautiful layout templates
Real-time Total Cost calculator
Automatic population of selected services into contracts + invoices
Preview mode to see what clients will receive before sending
New contract block that formats selected services in a clean, branded way
Revenue tracking by package/service