Updates

Auto-archive & customizable statuses in the Tasks App

In the Tasks App you can now configure auto-archive for tasks marked done so completed work doesn't pile up indefinitely. Subtasks follow their parent's auto-archive behavior, and the Tasks API surfaces an archived state so external automations can filter on it. Archived items remain searchable and restorable. To set up auto-archiving and the time window for it, navigate to the ‘Configure Tasks App’ page from the kebab menu.

Dynamic date fields in Tasks App templates

Task templates now support dynamic date placeholders — {{currentWeek}}, {{currentMonth}}, {{currentQuarter}}, and {{year}} — that resolve to live values when the template is applied. This makes recurring templates like "Q1 close" or "Week of March 24 deliverables" stay accurate without manual editing. Dynamic fields work in both the template title and description, and you can insert them from a sidebar panel or by typing { for an autocomplete picker. Fields render with a distinct visual treatment so they're easy to spot in template previews.

Addresses for invoices

If a company or contact has an address custom field with a value, you are now prompted to add it when creating an invoice or subscription. For contacts that themselves have an address in addition to the associated company, you can select which address you want to use.

Improved mentions in the Messages App

Previously, messages sent by internal users always notified other internal users. We’ve removed this behavior and instead improved how mentioning works. Now typing @ opens a picker scoped to the channel's participants, and you can select an internal user to mention. Mentioned users receive a dedicated notification that surfaces the mention separately from regular channel activity, so it's easier to triage where you've been explicitly called out.

Improvements

• In the CRM, you can now mute email notifications for an individual client, so a specific person stops receiving Assembly emails without changing workspace-wide notification settings.
• In the CRM, you can now bulk reset passwords for a company. This resets the passwords of all associated clients.
• In Tasks, hyperlinks now auto-detect URLs that don't start with https://, show clearer affordance that text is linked, and let you edit an existing link's address without recreating it.
• In Tasks, subtasks now inherit status, assignee, and client association from their parent on creation, and inherit Done status from the parent when the parent is completed.
• In Tasks, task and subtask navigation now uses title-based breadcrumbs on desktop instead of IDs.
• In Tasks, the assignee icon now swaps instantly when you change assignee, rather than waiting for the underlying save.
• In Tasks, archived subtasks no longer appear on the parent task's details page when archived items are hidden.
• In Tasks, the default sort for subtasks is now creation order, which matches how most teams enter them.
• In Tasks, the drag-and-drop has been improved, making list reordering noticeably more responsive.
• In Tasks, the company details view now shows tasks assigned to any client in that company, not only tasks assigned to the company itself.
• In Tasks, "My Tasks" now includes subtasks you're assigned to, not only parent tasks.
• In Tasks, the empty state when no templates exist now explains how to create one.
• In Tasks, clicking a task notification from the notification center loads the task page faster and without the previous flicker.
• In Tasks, rapid edits to a task title (or task template title) could be dropped before saving; fixed.
• In Contracts, the date format is now customizable per workspace, and "client inputs" and "my inputs" share a consistent format.
• In Contracts, PDF upload errors now describe what went wrong instead of failing silently.
• In Payments, service pricing now supports amounts below $0.50, with invoice-level validation that prevents accidental zero-total invoices.
• In Payments, the billing summary clarifies upcoming payouts, renaming "Upcoming payouts (Estimated)" to "On the way to your bank" and reordering pending, available, and on-the-way balances.
• In Payments, the "Not paid" summary copy is clearer and the invoices table has a matching "Not paid" filter.
• In Client Home, hyperlinks have clearer visual treatment and a /link slash-command, the user-company selector dropdown is wider for long company names, and copy-paste between cells now pastes values only without dragging header color formatting along.
• In Client Home, the "Your Actions" CTA section and individual app cards are now hidden when they have zero notifications, so the home view doesn't show empty placeholders.
• In Client Home, action items now reference the workspace's customized app names instead of default ones.
• On the settings page, a new Connected Apps section under Profile shows active MCP connections and lets you revoke access per app.
• Companies now appear alongside clients in cmd+K workspace search.
• App visibility supports a per-user-per-company selector, so a single client can have different app access in different companies they belong to.
• The icon picker now has a "Suggest icon" action that uses an LLM to propose a relevant icon based on the app or item name.

Platform & API

• The Tasks public API now returns attachments on the task object, and the Zapier integration has been updated to expose them.
• The Form Response platform API supports pagination via limit and nextToken, with status filter exposed in docs.
• Invoice IDs are now stored in Stripe invoice metadata for both directly created invoices and subscription-generated invoices, making it easier to reconcile between Assembly and Stripe.
• In Xero and QuickBooks Sync, "Products" has been renamed to "Services" in the integration UIs to match the broader Assembly billing rename.
• Xero now shows a callout that the integration currently supports US-based Xero accounts only.

Fixes

• In Notification Center, files could fail to render on Safari.
• In Messages, search did not return some expected matches and could show extra newlines between bulleted lists.
• In Messages, mass message channel search returned only the first 30 matches; the cap has been removed.
• In Context Bar, the selected tab did not persist across navigations, and the toggle is no longer shown on the client side or on manual-embed apps' empty state.
• On mobile, Message, File, and Notification detail pages could fail to open from notifications.
• In Contracts, in-progress contracts could refresh mid-session for client users and lose their progress.
• In Contracts, the empty state could fail to load, PDF/A files could not be uploaded as templates, and templates could throw "Date Invalid" or render the date component incorrectly.
• In Contracts, long input values could overflow the field, uploads did not reset between submissions, and the unsaved-changes dialog could appear when nothing had changed.
• In Contracts, the "Waiting for submission" count now updates in real time after a request is canceled.
• In Forms, forms with PDF attachments could be overwritten if there are name conflicts for the same PDF.
• In Payments, canceling a subscription edit could leave it in an unsubmittable state. There is now a clear error message and the subscription stays editable.
• In Payments, payment links priced at exactly $0.50 could throw an error, the store preview could show $0 products, the Billing Period dropdown didn't always render, and deleted products could keep their "in use" flag.
• In Payments, the "Add a price" popup no longer closes when the "Price already exists" snackbar appears.
• In Files, dragging a folder could trigger deletion, small-file uploads could fail, the sidebar's selected state could desync, and file channel updates could fail silently.
• In Files, removing a client from a company no longer deletes all of that client's files.
• At the platform level, companyId could return a deleted company after a client was reassigned to a new one, breaking legacy automations. The field now reflects the current assignment.
• Magic links now deliver correctly for email addresses containing a + character, and workspace onboarding no longer hangs on those addresses.
• MFA enforcement on the Starter plan could prevent first-login QR code setup; fixed.
• In Forms, date fields are no longer converted to timestamps on the client, which was causing date drift in non-UTC time zones.
• In Forms, dragging to reorder options no longer makes the option disappear, choice reorder icons render correctly on mobile, the upload form resets correctly between submissions, and broken Forms/Helpdesk pages now load.
• In Editor, Shift+Enter now produces paragraph breaks consistently across long-form fields.
• In Profile, names with multiple words no longer truncate after a profile picture upload, and colored tags in profile manager are readable for client users.
• Manual embed apps no longer show identical content across instances when configured separately.
• Icon picker now falls back gracefully when an icon reference is missing.
• On the Desktop app, Google SSO works correctly, the "Visibility to clients" setting saves as expected, and a download link is available from Account Settings.
• In QuickBooks Sync, missing service items in QBO no longer throw an error, the "No company info found" error is surfaced clearly, and duplicate records with wrong invoice amounts have been fixed.

Meet Assembly 2.0

Big changes have arrived, including some highly requested features! See all the details on our release page.

Redesigned client home page

Your client home builder has been redesigned to look even better with more customizability.

• You can now create up to five different homepage "segments" or variations and automatically show the right one to each client based on custom field tags.
• the Home App itself has been completely refreshed with updated banners, a curated image gallery, improved responsive loading, and a cleaner greeting + action items layout.
• You can also use the new text formatting bar in Client Home, Messages, and elsewhere to better structure text.

Organize your apps into folders

Drag and drop apps and embeds into folders for you and your clients.
For clients, group embeds such as Analytics dashboards or helpful links into expandable folders. For you and your internal teams, you can also unpin apps from your internal dashboard without affecting the client view. Also, search and select from more than 1000 new sidebar icons!

Tasks: Associate tasks with clients

You've asked for this one a lot: the ability to associate a task with a client or company without making it visible to them. Create a task, associate it to a client, and it shows up on that client's profile — but only your team sees it. When you're ready, you can optionally share it with the client. This is huge for teams who want a single view of everything happening with a client, without cluttering the client's task list.

Time-based automations

Time-based triggers for Assembly automations are here. Set up tasks that reoccur daily, weekly, monthly, quarterly, or on a custom schedule. Send recurring messages, trigger forms at regular intervals, or create quarterly check-in tasks for every active client. Target internal users, all clients, or all companies—the system handles the rest.

Context on clients wherever you are

We've redesigned the right sidebar on your client details in the CRM —and brought it to more surfaces. Now when you're in Messages, Files, Notifications, or other apps looking at client-specific content, you can pull up the context bar to see client details, edit custom fields, add internal notes, or chat with your team—without navigating away. The goal: show you the right context at the moment you need it, so you're not constantly clicking back to the CRM.

Payments center with analytics

We've consolidated the Billing App into a single Payments page with tabs: Overview, Invoices, Subscriptions, Payment Links, Stores, and Services. The new Overview tab shows your balance, upcoming payouts, and payment activity at a glance.

And more!

• Desktop app for internal teams: No more browser tab hunting. Get notified the moment something needs your attention. Download today for Mac. (Windows coming up soon!)
• New app icon picker: The icon picker now includes over 10x more icons and a search bar, so you can quickly find the right icon to customize your apps, menu items, and folders exactly how you want.
• New custom app base for developers: We've rebuilt the foundation for Custom Apps from the ground up. The new base includes live examples for server-side rendering, client-side API requests, and AppBridge configuration—breadcrumbs, action menus, header controls—all with real feedback so you can see exactly how things work. There's also a preview of our design system pointing to the latest Storybook. If you're building on Assembly, this is your new starting point.
• Tasks API: comments, attachments, and client association – The Tasks API now exposes comments, attachments, and associated clients. Fetch all comments on a task, access threaded replies via parentCommentId, and pull attachment metadata including secure download URLs. There's also a new comment.created webhook so you can trigger workflows when clients respond. If you're building integrations that track client activity or sync task data externally, this unlocks a lot.

We appreciate your support a lot! If you're excited about any of these, give us some love on Product Hunt!

Rich Text Formatting Bar

The message composer has been rebuilt with a full formatting toolbar. You can now apply bold, italic, underline, strikethrough, headings, bullet lists, numbered lists, and inline links directly from the composer — no markdown required.

The same formatting experience now extends across the surfaces where you write most: article authoring in the Helpdesk App, service descriptions in the Payments App, scheduled messages in Automations, and internal notes in the CRM. Consistent rich text controls, everywhere you need them.

Improvements

• In the CRM, pressing Enter after typing a title in an internal note now moves focus to the body, so you don't have to click to continue writing.
• In the CRM, internal note creation now responds noticeably faster, reducing the delay that previously occurred when saving a note.
• Added Satoshi to the list of fonts available for portal customization.

Fixes

• In the Payments App, fixed a bug where clicking to edit a subscription from the client details page opened an empty new-subscription form instead of the existing subscription's details.
• In the Forms App, fixed a bug where some clients briefly saw a "No forms have been assigned to you" empty state when loading the Forms App, even when forms were available.
• In the Files App, fixed a bug where the Files App did not appear for some clients.
• In the Notification Center, fixed a bug where some in-product notifications were delayed by multiple hours.
• Fixed a bug where email notifications were not being delivered to clients in some workspaces.
• Fixed a bug where some users who signed up via Google were stuck in an infinite spinner on login and could not access the app.

Improvements

• In the Contracts App, increased the maximum PDF size to 100 pages.
• In the Messages App, the channel loading experience has been improved. Internal users no longer see a full-page spinner when navigating to Messages — channels now load progressively without blocking the page.

Fixes

• In the Payments App, fixed a bug where subscriptions set to cancel still displayed a "next payment" date, even though no upcoming payment was scheduled.
• In the Payments App, fixed a bug where some users could not delete unverified payment methods added during micro-deposit verification.
• In the Files App, fixed a bug where column spacing was off, causing the "Creator" column to be cut off even when there was plenty of available space.
• In the Files App, fixed a bug where the PDF viewer occasionally caused the browser tab to become unresponsive, requiring a hard refresh to recover.
• In the CRM, fixed a bug where a brief "No users found" empty state flashed when switching from the Companies tab to the Contacts tab.
• In the Contracts App, fixed a visual bug where the text editor clipped input fields at the corners.
• In the QuickBooks App, fixed a bug where product descriptions were not consistently syncing between Assembly and QuickBooks Online.
• In the QuickBooks App, fixed a bug where product mappings could change unexpectedly without user action.

Smarter duplicate file handling in the Files App

Previously, uploading or moving a file with the same name as an existing file could silently overwrite it. Now, whenever a duplicate file name is detected, you can either replace the existing file or keep both. Renaming a folder to a name that already exists now also shows the same replace/keep-both prompt instead of a generic error. The duplicate handling also extends to links and nested file structures.

Manual Apps with Custom App Visibility

Manual Apps let you set up embeds and links for clients one by one. Previously, you couldn't combine this with app visibility rules, which let you show or hide an app globally or based on custom field requirements. Now you can use app visibility rules with Manual Apps. This means you can configure embeds and links for each client, keep everything hidden during setup, and then switch it all on in one step. For example, you could create an "Analytics" app and add a unique analytics embed for each client — all while keeping the app hidden. Once every client's embed is in place, just flip the app visibility to 'on' and everyone sees their dashboard at the same time.”

Improvements

• In the CRM, you can now copy text from list views (clients, companies, invoices) without being redirected to the detail page.
• In the CRM, a confirmation warning now appears when removing a client from a company, explaining that the client will lose access to company data.
• In the Tasks App, subtask names now show more text before truncating.
• In the Tasks App, avatars now render consistently — fixed casing, sizing, and initials display.
• In the Tasks App, spacing between the status and client dropdowns on mobile has been fixed.
• In the Tasks App, the "Create from template" dropdown is now wider for better readability.
• In the Payments App, your business name now consistently appears in bank statements during micro deposit verification, making it easier for clients to identify the transaction.
• In the Payments App, pending and failed payment notifications now display improved in-product messaging so you can take action faster.
• In the Messages App, the mass message flow now displays all companies instead of only recent ones, so you can reach any company channel.
• In the Files App, pressing Escape while renaming a folder now saves the name instead of discarding it.
• In the Files App, file channel loading speed on client detail pages has been improved.
• In the Contracts App, text field inputs now support up to 4,000 characters and display full content while editing.
• In the QuickBooks App, the error message when a re-sync fails now correctly reflects the actual failure reason.
• In the QuickBooks App, a product's class reference is now carried through on line items, preserving accounting classifications set in QBO.
• Clients can no longer update their own company information. This gives you and your team full control over company data integrity.
• Improved title truncation across channel-based apps so long names are no longer cut off too aggressively.

Platform & API

• Updated the branding from Copilot to Assembly for our open source projects.
• Added pagination support to the List Form Responses endpoint.

Fixes

• In the CRM, fixed a bug where the "View details" action opened to the wrong tab.
• In the CRM, fixed a bug where removing a client from a company did not update in real time.
• In the CRM, fixed a bug where the Company Detail page had no scrollbar, preventing access to content below the fold.
• In the CRM, fixed a bug where some users could not remove a company from the sidebar for activated clients.
• In the CRM, fixed a bug where client import occasionally returned a "Something went wrong" error.
• In the CRM, fixed a bug where the scroll position in the company switcher reset to the top after switching companies.
• In the CRM, fixed inconsistent client ordering in the channel selection drop-down on company detail pages.
• In the Payments App, fixed a bug where some payment links did not work for unauthenticated users.
• In the Payments App, fixed a bug where the search and create buttons were missing from the Payment Links header in some workspaces.
• In the Payments App, fixed a bug where copying a payment link returned a standard URL instead of a magic link.
• In the Payments App, fixed a bug where the last invoice in a fixed-cycle subscription was incorrectly prorated.
• In the Payments App, fixed a bug where ACH payment methods could not be added from the client or company details page, and newly added payment methods did not appear without a page refresh.
• In the Payments App, fixed a bug that prevented invoices from displaying on client and company detail pages for some users.
• In the Payments App, fixed a bug where invoice-ready email notifications were not received by some clients.
• In the Messages App, fixed a bug where the chat list occasionally showed only one client until the user logged out and back in.
• In the Files App, fixed a bug where searching with special characters like ( caused an error page.
• In the Files App, fixed a bug where some users received email notifications for files they had uploaded themselves.
• In the Files App, fixed a bug where file actions triggered from the command bar returned a 404 error.
• In the Files App, fixed a bug where some users were unable to delete folders.
• In the Files App, fixed a bug where uploading folders with many files or nested structures could time out or fail.
• In the Files App, fixed a bug where downloading folders as zip files failed in some cases.
• In the Files App, fixed a bug where file previews did not include client-submitted input fields, and highlighting in previews occasionally obscured text.
• In the Files App, fixed a bug where TXT files appeared unformatted in the file preview.
• In the Files App, fixed a bug where some file downloads from the preview pane returned errors.
• In the Files App, fixed a display issue where breadcrumb paths were prematurely truncated, cutting off folder names.
• In the Contracts App, fixed a bug where signed contract input fields had an opaque white background, obscuring the document beneath them.
• In the Contracts App, fixed a bug where the secondary button text overflowed on contract request pages.
• In the Contracts App, fixed a bug where the scrollbar was missing on the contracts page.
• In the Tasks App, fixed a bug where the search and display icons were misaligned on mobile.
• In the Tasks App, fixed a bug where the wrong notification count was showing on the sidebar item.
• In the Tasks App, fixed a bug where client users did not receive email notifications for tasks assigned to them when created via an automation.
• In the Tasks App, fixed a bug where the app was periodically unable to connect to its database, causing intermittent errors.
• In the Automations, fixed a bug where the edit workflow page did not display Save and Cancel buttons in the header.
• In Automations, fixed a race condition that caused some batch runs to not update their status after completing execution.
• In Automations, fixed a bug where the autoresponder stopped working for some workspaces.
• In Automations, fixed a bug where autoresponses failed when a client's address custom field contained certain formatting.
• In Automations, fixed a bug where the autoresponder occasionally failed due to an internal ID being incorrectly processed as a client ID.
• In the Forms App, fixed a bug where some form responses did not load in the UI or via the customer API.
• In the Forms App, fixed a bug where clients needed to refresh the page to see a newly shared form after switching companies.
• In the QuickBooks App, fixed a bug where some payments were not syncing to QuickBooks Online.
• In the QuickBooks App, fixed a bug where invoices were syncing with incorrect price data to QuickBooks Online.
• In the QuickBooks App, fixed a bug where some invoices were not syncing to QuickBooks Online.
• In the Client Home App, fixed a bug where a video embed could not be resized.
• In Notes, fixed a rendering issue where text occasionally appeared in an incorrect font.
• Fixed a bug where Windows users couldn't copy text with Ctrl+C — the shortcut was incorrectly opening the Create menu.
• Fixed a bug where the Store page sometimes loaded with a blank sidebar or blank listings for unauthenticated users in some cases.
• Fixed a bug where editing a product could overwrite customized store descriptions.
• Fixed a bug where invite links older than one year could not be used, even after resending the invite.
• Fixed a bug where sidebar notification badges rendered "0" instead of being hidden when there were no unread items.
• Fixed a bug where the "Dashboard" sidebar item appeared selected regardless of the current page.
• Fixed a bug where some users encountered an authentication error on logout.
• Fixed a bug where special characters in email sender display names caused delivery failures.

Staff user role permissions change

We’ve updated the internal team permissions for Staff vs. Admin users.

• Staff users can’t access the Billing App, invoices, products, or the Billing tabs on client CRM profiles
• QuickBooks and Xero integrations are hidden from Staff users
• Billing-related notifications are turned off for Staff users
• Admin users retain full access to everything. Contracts and all other features currently remain unchanged—Staff users can still access them. We’re working toward fully customizable roles in the future; this is a first step.

You can review the full internal user permissions in our Guide.

Changing contact emails from CRM

You and your team can now edit the email addresses of clients who log in via email and password in the CRM via "Edit info" option (triple dot menu).

• Note: you cannot change contact emails if they log in via OAuth/SSO methods such as Google (only the client can change their email via Account Settings).
• If you want to change the email on behalf of a client who is logged in via SSO, you can ask the client to disconnect their OAuth and set up email/password first or contact support@assembly.com.

2025 Year in Review

Companies will say every year is the “big year.” But 2025 was really, actually a big year for Assembly, and for customers like you who trust us to elevate your clients' experience.

Here’s a snapshot of how you all are using Assembly in 2025—and what mattered most to you.

Thank you for your faith and trust in us as we've worked to grow and change the platform. We know there are still plenty of areas where we can make things even more flexible, customizable, and useful for you and your clients, but I hope your interactions with me and our team prove that we're as committed as you are to a great customer experience.

See you next year!
— Assembly Team

Happy Holidays! Today we've rolled out our Winter 2025 Edition releases, including:

US Xero Integration

Earlier this year, we released a new and improved QuickBooks integration that let you map products from Assembly into QuickBooks. We’re excited to bring the same functionality to US customers the small business accounting software, Xero.

How it works:

• Map Assembly products directly to existing Xero items. If you don’t have a matching Xero item, we’ll automatically create one for you.*
• Sync invoice statuses (paid, voided, deleted) and invoice numbers directly with Xero,
• Sync tax information with Xero
• Download a CSV audit log of the sync history.
• Sync absorbed fees to an automatically created Assembly Processing Fees expense account in Xero.

*Note: like the QuickBooks integration, this is a one-way sync from Assembly to Xero. New items created only in Xero will not automatically appear in Assembly. You can always create corresponding products in Assembly after and map them with this sync. The Xero integration also current only supports business billing in the US for now, but we plan to roll it out to international billing features in 2026.

Try the integration today.

Task Automations

You can now automatically create tasks for clients and team members based on your task templates and schedule automations once your clients complete a task. We know many people have been looking for this built-in functionality around the Tasks App, and we’re pleased to finally be able to deliver this.

New Action: Create Task

You can now automatically create tasks from task templates and assign them to clients or your teammates (internal users) based on certain triggers.

Client Visibility: When the assignee is one of your internal users, you can optionally choose to add the relevant client or company as a follower of the task via the “Client Visibility” field.

New Trigger: When a task is completed

You can now trigger automations to send your clients messages, forms, contracts, and other follow ups after they complete a task.

Coming in 2026: Recurring tasks based on a schedule

Next year, we’re going to release a time-based automation trigger that will enable you to schedule recurring actions (like tasks) on a regular time interval, such as daily, weekly, monthly, etc.

Subtasks in Task Templates

You can now add your subtasks to your task templates and use them in automations or create tasks from these templates.

After creating a task from a template, you can assign the subtasks to clients or team members (with client visibility optional). Automations based on task templates will create the subtasks, but for now, you will need to set subtask assignees after.

3 new interactions with company custom fields

We’ve rolled out more ways to use custom fields on companies to create a customized and automated experience for you and your clients. Starting today, you can:

Set app visibility rules based on company custom field tags

Previously, you could decide which apps and embeds were visible to individual clients depending on custom field tags. You can now set app visibility rules on a company level, using company custom fields.

For example:

• You have a company custom field (type = Tag) called “Plan” with options for Gold, Silver, Bronze. Your companies subscribe to a certain tier of service.
• Your Gold tier companies receive access to on-demand communication with your team via the Messages App.
• You set the Messages App’s visibility show only to companies where their Plan tag is “Gold.”
• (Bonus points: you sell your Gold plan packaged services using Assembly’s recurring products or Store so that clients can self-serve purchase your offering!)

Automate actions with company custom field tags

New Action: Update company

You can now automatically change tags for a company based on certain automation triggers.

Examples:

• When a customer pays for a Gold tier membership (via invoice, Store purchase, or payment link) → Update company custom field property “Plan” to “Gold.”
• When your client signs an “Enterprise Agreement” Contract → Update company custom field property “Company Stage” to “Enterprise.”

New Trigger: When a company is updated

Whenever a company’s custom field tag is added, modified, or removed, you can trigger an automation to streamline your operations.

Examples:

• When a company is updated to Enterprise, upload files into an “Enterprise” folder in their Files App.
• When a company is updated to Gold, send a custom message in the Messages App saying: “Welcome to your Gold Tier membership…” and outlining new benefits.

Use company custom fields in URL parameters

Before today, your embedded apps could pass a client’s custom fields as URL parameters. This is useful for passing information from these fields to external tools to save your clients time. We’ve now expanded this functionality to support company custom fields in URL parameters.

An example of how to use URL parameters to save clients time:

You can pre-populate any known company information into an embedded or externally linked form (like a Jotform) to save your customers time when filling it out details such as:

• primary address
• point-of-contact email
• phone number
• and any other custom fields you create.

Your feedback on these new features is appreciated! You can share your thoughts in our community forum.