A new Linked App filter on the Proposal Summary page makes it easier to find proposals connected to tools like Salesforce, Zoho, or QuickBooks. Quickly identify synced records and stay organized across systems.

Contact cards now display linked app icons, giving clear visibility into connected systems. Jump directly to those integrations for faster access.

A new Linked App filter on the Invoice Summary page makes it easy to find invoices tied to integrations.

PW-22394 - Fixed an issue where convenience fees did not appear on invoices until the page was refreshed.

You can now create and update proposals directly from connected systems. Keep contacts, locations, and project details in sync without extra manual work.