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.Additionally, the link expiration duration is now configurable, allowing you to automatically expire access links after a specified period (in minutes). This reduces the risk of unauthorized access through outdated links.
The quote approval system now supports advanced approval workflows, giving sales and finance teams more control over quote validation before it reaches the customer.You can now build multi-step approval processes with sequential steps and triggered automatically based on custom rules that you can combine with AND/OR logic.Learn more about quote approval
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.Learn more in the Slack integration documentation.
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.
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.
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.
