Customer portal authentication
You can now require customers to authenticate before accessing the customer portal. When enabled, customers must verify their email address through a secure link sent via email before they can view their billing information. This adds an extra layer of security, ensuring only authorized users can access sensitive billing data.
Quote approval workflows
The quote approval system now supports advanced approval workflows, giving sales and finance teams more control over quote validation before it reaches the customer.
Slack integration for approval workflows
You can now connect Slack to Hyperline and receive approval notifications directly in your channels. When a quote requires approval, the configured Slack channel receives a notification with all relevant context — quote details, customer name, requester, and a direct link to review the quote.
Filter for expired quotes
A new filter is now available on the quotes list to quickly find expired quotes. This makes it easier to identify quotes that need attention — whether to follow up with customers or update expiration dates.Merge users
You can now merge duplicate users in your Hyperline account. This is useful when the same team member has been created multiple times — for example, from different CRM integrations. Merging consolidates their activity and permissions into a single profile.
Custom payment initiation delay per customer
The payment initiation delay (grace period between invoice creation and payment collection) can now be configured at the customer level, overriding the global setting. This gives you more flexibility to accommodate specific customer agreements or payment terms.