Changelog

The document editor now includes an AI prompt that can draft, rewrite, and refine document content directly inside the editor, so you can produce polished quotations, proposals, and contracts much faster.

A round of upgrades across sending, signing, and styling documents:

• Document recipients can now be client contacts or team members, so internal approvers and external clients can sign the same document through one flow.
• Signed documents render their signature blocks accurately in both the editor preview and the printable / client-hub view, so a signed document always looks the way the signer saw it.
• Toggle table borders on and off from the document editor toolbar.
• Tables without a set width no longer stretch to full page width, giving you much tighter control over quotations and proposals.

Connect Heffl to QuickBooks from the integrations page. Invoices created in Heffl flow through to QuickBooks, keeping your accounting in sync without double entry.

Forms got smarter end-to-end:

• Form responses detect the submitter's name, email, and phone automatically. A Create contact button turns any submission into a CRM contact in one click, and if a contact with that email already exists the modal links straight to it.
• Customize the label of the Previous button on multi-step forms from form settings.
• New form fields are now inserted in the correct position every time.
• The shared input, textarea, and rating components on public forms got a round of visual and keyboard-handling fixes.

Field service workers can now be assigned granular permission sets that control what they see and do in the staff app, including whether client phone numbers and emails are visible on schedules.

Fixed an issue where report charts could fail to render because of the lazy-loaded Recharts setup, and tidied up chart behavior on the templates page at the same time.