August 5th, 2026

New

Improved

Fixed

Turn a completed audit into a client-ready proposal

Agencies can now turn an audit straight into a shareable proposal.

New

  • Build and share proposals from an audit — Turn a completed audit into a client-ready proposal: set reusable sales defaults, combine the proposal with the audit report, and share or export the finished document as a PDF. A proposals list keeps every saved proposal easy to reopen, share, or delete.

Improved

  • Previews make unsaved proposal changes obvious — An inline preview refreshes after each save and clearly flags when the form has changes that aren't reflected in the preview yet — including edits you make while a save is still in progress.

Fixed

  • Clearer proposal errors — Missing proposal routes now return proper errors, and the app no longer turns an HTML fallback page into a confusing "not valid JSON" message.