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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November 3rd, 2022

๐Ÿ‹ Spreadsheet Display

Improvement

We've redesigned the spreadsheet output so you can see what's been submitted when there's a lot of text in each cell better.

November 3rd, 2022

๐Ÿ“ฒ Order Metadata

Improvement

You can now add custom data to any order you'd like and use it to show the client custom things on their portal, for example, via order metadata!

November 3rd, 2022

๐Ÿ‘พ New Conversion Pixel Template

Improvement

You now have two templates you can edit (on any plan, not just Pro): one for your custom scripts and one for your custom conversion scripts. So you don't have to think about where exactly to put tracking pixels. Dump them in one of the two files and they'll be called on pageload or purchase.

November 3rd, 2022

๐ŸŽ๏ธ More Display Preference & Bulk Actions

Improvement

This is sort of a general UI thing โ€“ you can enable/disable table columns in most admin views. The customize button is under the (...) menu at the top-right. Oh, and there are more bulk actions available now, like the ability to change client status.

October 3rd, 2022

โžก Copy Intake Forms to Entire Folders

Improvement

You can now copy intake forms to all services within a folder by going to Service โ†’ Intake Form โ†’ Copy โ†’ Selecting the folder from the dropdown!

October 3rd, 2022

โœจ Faster All-Time Reports

Improvement

Makes the reports in your dashboard faster, and lets you view all-time reports without timing out. Even with millions of customer records.

September 27th, 2022

๐Ÿ’พ Service Export

New

Youโ€™re now able to export all of your services via Dashboard โ†’ Export โ†’ Services. A CSV file will be sent to your email inbox ๐Ÿ“จ

September 19th, 2022

๐Ÿ—ƒ Custom Client Statuses

New

Create and modify the default client statuses to your preference!

custom_client_statuses

September 13th, 2022

๐Ÿ—‚ Limit Active Requests

Improvement

You can now limit simultaneously active requests using metadata. Check our handy guide here to see how!

August 15th, 2022

๐Ÿ—„ Google Drive Integration

New

Prefer having a Google Drive folder for each client's files? Now, you can embed Drive folders directly into SPP for your clients to access!

August 15th, 2022

๐Ÿ“ฒ Intercom Integration

New

Add Intercom live chat to your Client Portal allowing clients to reach out to you with ease.

August 15th, 2022

๐Ÿ“Š Agency Analytics and Google Data Studio Integrations

New

Embed Agency Analytics or Google Data Studio reports directly into your client portal allowing you to share relevant reports with your clients - hassle-free!

August 15th, 2022

๐Ÿ“Œ New Google Tag Manager and Google Analytics 4 Integrations

New

Whether you'd like to track things via Universal GA, GA4, or GTM, we've got you covered with our new integrations!

August 2nd, 2022

๐Ÿ–‹ E-Signatures

New

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

esignature-field

July 7th, 2022

๐Ÿ‘€ File Preview & Download Links

Improvement

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

July 4th, 2022

๐Ÿ“ Task Due Dates

Improvement

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

June 9th, 2022

๐Ÿ–ฑ๏ธ New Form Field Types

New

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

June 9th, 2022

๐Ÿ–ฅ๏ธ Contact Form Embeds

Improvement

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

June 9th, 2022

๐Ÿ“„ Role for Limited Invoice Access

New

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.

May 16th, 2022

๐Ÿค– Clients/Services Importer

New

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

Improvement

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

April 12th, 2022

โš Subscription Details Page

New

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

April 12th, 2022

โœ๏ธ Intake Form Drafts

Improvement

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

Improvement

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

Improvement

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

New

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

๐Ÿช™ Credit-based services

New

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.

February 11th, 2022

๐Ÿงพ Improved Partial Payments

Improvement

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

January 20th, 2022

๐ŸŸข Custom Ticket Statuses

New

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

New

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.