Bug fixes and feature requests we've shipped, newest first. Have a request? Tell us.
Move line items up or down with arrow buttons instead of deleting and re-adding them. The new order shows in the preview and is kept when you save.
A four-chapter guide with interactive sample client scenarios covering quickstart, discovery and ROI, pricing and margins, and presenting and closing.
Each ROI framework in the builder and calculators now opens a short explainer: when to use it, discovery questions, the formula, and a worked example.
Expected-value probabilities are now limited to 0–100%, so results stay consistent across the builder, calculator, and client view.
Your business details now reliably pre-fill new proposals. Saving a proposal fills in blank account details but never overwrites what you set in Settings.
When your library is empty, the picker now explains why and links straight to adding your first service.
Signed-in users can reach the blog, comparisons, sample proposal, and other site pages from the header and footer.
The Three-Tiered Dividend model is now available in the public ROI calculator, matching the proposal builder.
Shared ROI links and proposals show an investment-vs-value bar and a framework visual that update as your client adjusts inputs.
Start a proposal draft straight from the ROI calculator. Sign-in is only needed to save, export, or share, and your draft comes with you.
Sign in with a one-click email link, no password needed.
Anchor a proposal on the high, low, or middle estimate, or show the full range. The dashboard reports the spread.
Line items now carry a client-facing rate and a private delivery cost, with margin calculated on cost. Both save to your Library.
Shared live ROI sessions now show your business name and logo.