Your client portal now does much more: quotes, approvals, delivery tracking, and secure webhooks
Send clients polished digital quotes they can accept online, track project delivery through shared checklists, give each client a dedicated portal workspace, and keep your webhook credentials locked away safely.
What's new in Hub
Today's update is a significant step forward for teams that manage ongoing client relationships in Hub. Clients can now sign in to a dedicated workspace, review and accept quotes online, follow project delivery milestones, and see their websites and feedback — all in one place. Behind the scenes, webhook credentials are more secure and your automation activity history is easier to explore.
A complete client portal workspace
Clients can now open a personalised workspace linked directly to their account. From there they can access every document you've shared with them — contracts, invoices, feedback — visit their websites, and send messages to your team. You control exactly what each client sees: documents are only shown when you explicitly choose to share them, and access is tied to an active account membership.
The URL alone never unlocks anything. Every request is verified against the client's identity, their account, and which portal they belong to — so there's no risk of the wrong person seeing the wrong content.
Configurable record cards in the portal
You can now present any Hub record to clients as a clean, configurable card inside their portal workspace. Choose a customer-facing summary and up to four fields to display alongside the existing record conversation. Cards give clients a clear snapshot of a project, asset, or deliverable without exposing your internal working notes.
Digital quotes clients can review and accept online
Creating and sharing a quote is now a single, unified workflow. Write or import your line items, save a version, and share a secure link — all from one editor. Clients see the exact prices and terms you approved and can record their acceptance with their name and email.
A few details worth knowing:
- The offer is locked at the point of sharing. Later edits to a draft never change the version a client has already received. If you want to revise the offer, you replace the link.
- Withdrawn or replaced links stop working immediately. Once you withdraw a link, clients can no longer access it — but accepted versions remain in your account history.
- Expiry is enforced. Links must have an expiry within 90 days. Clients can still read an expired accepted quote for their records, but they can't accept through it.
Quote PDFs and acceptance receipts
Clients can download the shared quote as a PDF at any time. Once a quote is accepted, they can also download an acceptance receipt. Owners and admins can retrieve a private receipt — including the acceptance name and contact — even after the client link has expired or been withdrawn.
PDFs include separate recurring totals, full terms, version and page numbers. They are not tax invoices or verified digital signatures, but they provide a clear, readable record of what was agreed.
Clients can open quotes directly from their portal
Once a quote is published and linked to a client's account, it appears automatically in their portal workspace alongside their other documents. They can read, download, and accept it without needing a separate link. Only quotes you've explicitly linked to the account are ever shown — private drafts are never exposed.
Invitations now correctly link to the right client account
When you invite someone to a client portal, you can now explicitly choose the company account the invitation is tied to. The invitation is verified against that account before it's created, and if you change the recipient, the account choice clears automatically to prevent mismatches.
Accepted invitations that include an account take clients straight to that account's documents, websites, and feedback. Contact-only invitations keep their existing destination.
Reusable delivery checklists
Hub now includes a ready-to-use delivery bundle: a Delivery record type with a four-stage pipeline covering request, scope, owner and deadline confirmation, completion, evidence, client acceptance, billing, and next review. Every delivery keeps its own checklist progress and supporting evidence.
You can adapt the fields and stage criteria to fit your service — retainers, onboarding, maintenance, or anything else. Nothing is preconfigured for any specific client, so installing the template doesn't create any obligations or kick off any recurring work. It's a starting point your team can shape to match how you actually deliver.
A cleaner, simpler quotes editor
Quote records previously had two separate sets of controls for customer details, pricing, and status. They've been unified into a single editor with one pricing panel and one sharing status. A read-only disclosure preserves access to the original record values if you need them. Settings → Quotes lets owners and admins configure which catalog to draw prices from and how fields like unit, frequency, and currency should map.
Webhook credentials are now stored securely
Webhook request URLs, headers, and bodies are saved through a secure server-side callable rather than being written into browser-accessible storage. Workflow definitions keep scoped references to those settings, but the credentials themselves are never copied into your Activity log or run history. This means webhook secrets stay genuinely private, even if someone can read your automation output.
Browse your full automation activity history
Activity and per-automation outcome lists now support resumable pagination — you can scroll back through your entire history without hitting a hard cutoff. Structured filters, a refresh control, and a retry action make it easy to find a specific run or investigate a failure. Progress labels now accurately reflect how much history has been loaded.
A small but welcome editor fix
The playbook advance control was wrapping awkwardly at narrow screen widths. That's now fixed — the control stays on a single line as expected.
More improvements are in progress. We'll keep you updated as they roll out.