Product Updates

We update the software regularly and post the newest things here. You can also receive these updates via email once per month.

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August 2nd, 2022

๐Ÿ–‹ E-Signatures


Allow your clients to sign agreements with ease using our E-Signature feature.


July 7th, 2022

๐Ÿ‘€ File Preview & Download Links


Your can now preview and download files easily directly within a message!

July 4th, 2022

๐Ÿ“ Task Due Dates


Add individual due dates to each of your tasks directly in your service tasks settings.

June 9th, 2022

๐Ÿ“„ Role for Limited Invoice Access


This is a role you can give to your sales people so they can create invoices and manage the subscriptions they've created. They won't see other people's invoices or subscriptions.

June 9th, 2022

๐Ÿ–ฅ๏ธ Contact Form Embeds


You can now embed your contact forms directly on your website while preserving the design and rules functionality.

June 9th, 2022

๐Ÿ–ฑ๏ธ New Form Field Types


There are three new form field types to accept data from your clients with: formatted text, date, hidden!

May 16th, 2022

๐Ÿค– Clients/Services Importer


If you're looking to bulk import clients or services, you can now use our CSV importer to do so! Navigate to Services/Clients โ†’ [ โ‹ฎ ] button โ†’ Import.

April 28th, 2022

๐Ÿ—ณ Order Form Redesign


Your clients can pay in style with our new Order Form design!

April 12th, 2022

โš Subscription Details Page


Subscriptions now have a dedicated place, leaving orders clear of payment related things.

April 12th, 2022

โœ๏ธ Intake Form Drafts


Your clients can now start filling out an intake form on their phones, save draft, log on from their computer and upload some more files then submit with a breeze.

April 12th, 2022

๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘ Ticket Collaboration


Client team members are now able to collaborate on tickets, similar to how they are able to on Orders. Tickets will show up across an entire client team for ease of access.

March 11th, 2022

โšก๏ธNew Zaps for Tickets


If you're looking to automate your new ticket workflow, we got that trigger for it as well. And you can also send ticket messages now.

March 11th, 2022

๐Ÿ—„ File Manager


You can now see all client files in one place, and filter them by client or order. It's not just for you though, your clients can also see their own files (and their team's) in your portal. Should make life much easier when it comes to finding assets across orders.

February 11th, 2022

๐Ÿงพ Improved Partial Payments


Selecting the โ€œpartial paymentโ€ option when creating an invoice will now generate two separate but sequential invoices that the customer can pay.

February 11th, 2022

๐Ÿช™ Credit-based services


You can now create service packages that generate credits, and you can create services priced in credits, so that clients can buy them using their balance.

January 20th, 2022

๐ŸŸข Custom Ticket Statuses


Similar to order statuses, you can now create your own ticket statuses to build a workflow that fits your needs.

December 24th, 2021

๐Ÿคฉ Satisfaction Ratings


Enable ticket ratings to let clients rate the responses they have received from your team (coming soon to orders).

January update: ratings are available in orders, too.

November 3rd, 2021

๐ŸŽ‰ V3 Is Live On New Workspaces


We've overhauled SPP from the ground-up to make it faster and more resilient. There are no breaking changes and the user-facing part of the application remains the same. News on migration for existing workspaces to follow ๐Ÿš€

November 2nd, 2021

โœ… New Client Portal Onboarding Page


People have been asking for an onboarding page to show to clients in their portal. We've made that available to you to customize as you'd like. Here's how it works.

November 1st, 2021

๐Ÿ‘ทโ€โ™€๏ธ Customer Avatars In Client View


Click the dots menu > Customize above your clients list and enable the Avatars column. This setting is user specific so each team member can choose what they see.

October 21st, 2021

๐Ÿ‘Œ Quality of Life Updates

  • You can now filter orders by client
  • Export now includes order tags
  • New option to download all intake form files as a zip
  • New webhook notification type for order updates. Because people are building on top of SPP and we love to support that

October 20th, 2021

๐Ÿ–‡ Improved File Upload Fields


We've redesigned file input fields make your forms look nicer and make uploading files drag and drop simple.

September 20th, 2021

๐Ÿ™‹โ€โ™‚๏ธ Combine Commission Types


In your commission settings choose which affiliates are on a recurring commission and who gets one-time credit.

September 18th, 2021

๐Ÿ‘ฉโ€๐Ÿ’ป Rich Text in Service Descriptions


Add links and styles to your service descriptions without writing code.

September 18th, 2021

๐Ÿ“… Easier Invoice Due Date Selection


Set a 14/30/60 day due date on invoices with a dropdown (no more counting days by hand).

August 8th, 2021

๐Ÿ”— Updated Affiliate Module


Your clients/affiliates will see who signed up from their link and who purchased something. On the admin side, there's a new button for filtering sales by user and date.

August 7th, 2021

๐Ÿค Improved Client Teams


With client-side teams, all members can now place requests and not just team owners.

August 6th, 2021

๐Ÿ“Š New Reports


The assigned orders report lets you see how many orders of each status are assigned to a team member at this time. It's useful for gauging the workload of your team.

The other addition is the New Revenue stat in the admin dashboard โ€“ it's revenue from clients created in the selected period.

August 5th, 2021

๐Ÿงพ Price Variants in Custom Invoices


When adding an invoice manually you can now select a specific price variant of a service.

July 5th, 2021

๐Ÿ” 2FA for Team Members


Secure your team's accounts with two-factor authentication using the Google Authenticator app.

June 4th, 2021

๐Ÿค Assign Orders via Zapier


Whille you can choose which services get assigned to which team members, this new action lets you set up more granular rules and workflows in Zapier.

May 4th, 2021

โœ… Task Management


Set up a checklist for your services so your team can follow it as they work on orders. If there are tasks specific to one order you can of course modify them in the order.

Previously to do tasks you'd have to use Zapier to connect an app like Trello. Which is fine if you need all the features Trello provides, but the integration can get messy. That's why we decided to build a simple task management feature inside SPP.

April 4th, 2021

๐Ÿ“„ Shareable Invoices


Grab a public sharing link for any invoice and let your clients forward receipts to accounting without needing a login.

April 3rd, 2021

๐Ÿค Personalized Referral Links


Personalize referral links with the affiliate's name, for example

April 2nd, 2021

๐Ÿš„ Quick Copy


Quickly copy a user's email or subscription ID simply by pressing on it!

April 1st, 2021

๐Ÿ†’ Edit Available Requests


You can now give your customers more requests easily by editing their order.

March 12th, 2021

๐Ÿค Client-Side Teams


Your clients can add coworkers to their team and let them collaborate on orders from the portal and via email.

March 11th, 2021

โšก๏ธ Updated Zapier Integration


Two new Triggers and Actions: Zaps for New Invoices and Invoices Paid as well as triggers for order status change and tags added.

February 11th, 2021

๐Ÿ’ต Stripe ACH Payments


If you're based in the US, you can now have your clients pay via the ACH bank transfer.

January 25th, 2021

๐Ÿ˜Ž New Client Portal Dashboard


There's a new and improved client dashboard for your clients. It shows their recent orders, active and past due subscriptoins, unpaid invoices, and more.

January 24th, 2021

๐Ÿ‘‰ Bulk Assign


You can now select orders or tickets in bulk and assign them to your team.

January 23rd, 2021

๐Ÿ—ƒ Customizable Order/Client Columns


You can now customize your orders and clients views in admin and select which columns to show.

December 22nd, 2020

๐Ÿ“ฌ Updated CCs in Orders


Both you and your clients can CC other people on a per-order basis. Your customers can now keep other stakeholders in the loop, and let them receive and reply to order updates.

December 21st, 2020

โฐ Snooze Tickets


Now you can snooze a ticket and follow up if no reply has been received.

October 7th, 2020

๐Ÿšจ More Notification Preferences


In your profile you now have way more control over which payment notifications you get and how. These notifications are grouped by Orders, Tickets, and Invoices.

October 6th, 2020

๐Ÿ“ Updated Subscriptions page


A subscription can contain more than one service. You can now see these services in your subscriptions list. You can see customer subscriptions in their account as well (yes, thatโ€™s new!).

October 5th, 2020

๐Ÿ‘จโ€๐Ÿ’ป New Assign Menu in Tickets and Orders


Search a team member by name and add or remove them from the order. Press (a) on your keyboard to open the assign menu > start typing to find the user > hit enter to assign or remove them.

September 5th, 2020

๐Ÿ’ฑ Multi-Currency Reports


The revenue dashboard now converts other currencies to the accountโ€™s master currency using official ECB rates at the time of payment.

September 4th, 2020

๐Ÿ’ฌ Updated Messaging UX


We no longer show the message box in orders - you need to click either Reply to client (shortcut R) or Message team (shortcut N) to reveal the message input. The goal was to help minimize accidental team messages to the customer, especially by new staff members.

September 3rd, 2020

๐Ÿ“ Customizable Orders List


This update unlocks the ability to hide the company name, order number, and any other columns you donโ€™t want to see. Your preferences be saved for the future, even if you log out or log in from a different device.