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.
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.
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.
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.
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.