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Quote for one-off invoice

We’ve introduced a new type of quote specifically designed for one-off invoices. This feature allows you to create quotes for single, non-recurring payments such as onboarding fees, ad-hoc fees, or any other one-time charges.

Once the customer signs the quote, an invoice will be generated automatically based on the quote details and optionally sent for payment.

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Quote approval

You can now approve quotes directly from the quote page before sending them to the customer for signature. A new dedicated user role has been introduced for this purpose, allowing specific users to have quote approval permissions.

For example, you can allow sales representatives to create quotes, while requiring approval from sales managers before sending them out.

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Markdown text formatting

To offer greater customization capabilities, we’ve introduced additional text formatting options, including bold, italic, links, and support for built-in variables such as entity IDs and custom field values using markdown syntax. These enhancements are available in specific fields such as invoice notes, footers, quote notes, terms, and product descriptions.

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Built-in free trial phase

You can now represent subscription free trial with dedicated phase. Configure duration and give context to your customer about this offered period. This capability is also supported on quotes and subscription checkout page.

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Reset billing cycle

A new advanced option is now available at the subscription phase level to align product billing cycles with full calendar periods (based on the product’s periodicity) following an initial partial cycle.

For example, with this option enabled for a monthly product, if the subscription’s initial billing date is March 14th, the first cycle will run from March 14th to March 31st. Subsequent cycles will follow full calendar months — from April 1st to April 30th, and so on.

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Hide subscriptions on customer portal

Subscriptions can now be hidden on the customer portal (displayed by default). This enables more flexibility towards the details you want to display to your customers.

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