Added Custom Checkout Links and Expanded Partner Data Export
Fixed
1
Fixed D-Tools and Portal.io project imports creating projects in Proposal stage instead of Active Project.
ProVision
Changelog: Integrations
Every Integrations change in ProVision, newest first.
Integrations
Holiday Manager Access and Reliability Fixes
Improved
1D-Tools project imports now trigger real-time UI updates so the project and client data appear immediately after import.
Membership Guardrails and Fixes
Improved
1Data Import integration cards in Settings now stack on smaller screens instead of squishing.
Membership Preview & groundwork for real-time transcription
Improved
1D-Tools now shows client segment and brand from opportunities.
Color-Coded Urgency Icons and Signal Improvements
Fixed
1Fixed contactCategory validation error in proposals list
Custom View Column Options and Email Routing Enhancements
Improved
1Updated D-Tools integration branding to "D-Tools Cloud" across all UI references.
Native Stripe Settings, Smarter Task Deduplication, and Bug Fixes
Improved
1Updated "D-Tools" branding to "D-Tools Cloud" across the integrations UI
D-Tools Integration, Holiday Warnings, and Workflow Reliability
New
1Added D-Tools Cloud integration with secure authentication for importing proposals to enrich site documentation. See more details here.