Changelog

Improved

• Repeated fields on eDoc templates — A field used more than once on a template can now be the same in every place or take a different value in each, chosen with one switch on its row.

New

• Questions for the signer — An eDoc template can now ask the customer questions on the document itself, which they answer as they sign.

Improved

• Making an eDoc — New eDoc now starts by picking a template, then opens the document with its fields, a numbered list of who signs, the signature page drawn in, and a confirmation before it is sent.
• Editing an eDoc template — The template page has a one-line header, dropdowns for each field's source and clearer names like Sender and Date when created, and uploading a template first shows how to prepare the file.
• Customer Timeline for busy companies — The timeline now has a Deals lane, keeps long lanes to a readable height, and lists grouped items so a company with lots of history stays easy to read.
• Email signature links — Your email signature can add a LinkedIn link, show each link bold, underlined or with an icon, and puts the tagline on the logo's line.

New

• The AI answers in Slack — A workspace can now let the AI draft or send replies on help desk conversations that come in from Slack, switched on under AI settings → Behavior.
• Deflection report — A new Deflection tab under AI settings shows where conversations end up: answered by the AI, handed to a person, or still waiting.

Improved

• Integrations that need attention — The Apps page now lists every connection that is failing, and the personal apps your teammates have connected, with what to do to fix each one.
• Testing an answer in AI Preview — When your content doesn't cover a question, AI Preview now says so and offers to save your own answer as a Q&A.
• A tidier Customer Timeline — The timeline now fills the page, and filtering to one person shows only their activity and narrows the charts.
• Lighter answers for AI assistants — AI assistants connected through MCP can ask for just the fields they need, or just names, when they read your records.

Fixed

• A converted lead gets its company — Converting a lead with a work email and no company name now uses the company already on that email's domain, or offers a new one named after it, and puts the person on it.
• Linking a company to a deal brings its people — When you link a company to a deal, the deal's people who aren't on a company yet are added to it, and the message tells you how many.

Improved

• Your photo in your email signature — The signature builder now uses your profile photo instead of your initials, and the workspace logo shows in every email client, keeping its shape.
• Older signatures open in the builder — A signature written before the builder now opens in the builder, with its HTML kept under the HTML tab, and nothing changes until you edit it.
• Long links on record pages — Website and other link fields on company, person and lead pages now sit on one line, cut short where they don't fit, with the full address on hover.

Fixed

• Redirect links open the real site — A website or LinkedIn value saved as a LinkedIn, Google, Facebook or Outlook redirect link now shows and opens the site it points to.

New

• Email signature builder — My Profile → Email signature now builds your signature for you from a choice of layouts, with your role, phone and a booking link, and shows a live preview you can copy straight into Gmail.
• Workspace details for signatures — Admins can set the company name, website, tagline and disclaimer that everyone's signature uses, in Workspace Settings → General.
• Tickets and feedback in Recap Radar — Recap Radar, and the recaps sent to Slack and email, now include tickets opened and closed, new feedback and its progress, plus calls held and upcoming.
• Pick a project template from a deal field — An automation's Create Project action can now choose its template from a field on the deal, so one rule can start the right project for each deal.

Improved

• Apps that only bring Objects — An app that only adds Object types now installs without a server, and can take over an Object type you already built by hand instead of making a copy.
• Clearer connector set-up — When you connect Claude or another MCP client, the page now names the workspace it will work in and lets you switch first.
• Dropdown options one per line — On the object model, a dropdown field's options are now typed one per line.

Fixed

• Filled-in PDF templates keep their lines tidy — In a PDF eDoc template, a value in the middle of a line now moves the rest of the line along instead of overlapping the words after it.
• Automations no longer skip silently — A Create Project rule whose template is missing now notes in its run log that it was skipped.

New

• Comments, files and an owner on feedback — Each feedback item now has comments with @mentions, a place to attach files, and an owner, and its history appears in the item's Activity.
• Feedback board — The Feedback list can now be switched to a board grouped by status, and filtered or sorted by owner.

Improved

• Pipeline settings on one page — In Settings → Custom fields → Pipelines, each pipeline is a tab you can drag to reorder, with all of its settings on a single page.
• Developer docs cover Objects — The API docs and the MCP tools list now describe the Objects tools and how to use them.

New

• Customer Timeline — A new Timeline button on every company opens its whole history on one time axis, from the first website visit to today, across people, conversations, tickets, deals, eDocs, invoices, reviews, projects and more.
• Invoices on the timeline — Invoices from your connected Stripe and QuickBooks accounts now appear on each company's timeline, read only.
• What customers read in your knowledge base — Searches, article views and votes from people you know, signed in to your help center or identified in the chat widget, now show on their company's timeline from today on.

Fixed

• Approving connected apps works again — In Developer Tools → MCP, the Approve button is back, and anyone with Settings access can now approve a waiting connection, including admins whose access comes from a team.