v1.3.27 (Jan 14, 2026) Proposal actions, clearer statuses and better client details
Managing proposals from your Proposals list just got a lot easier.
Everything in one menu:
- Each proposal now has an Action menu with View, Download, Edit, Send, Mark as Sent, Create Invoice, Duplicate and Delete
- Duplicate an existing proposal to reuse it for a similar client in seconds
Clearer statuses:
- New proposals now show a yellow "Waiting" badge until the client responds
- Proposals you haven't sent yet are clearly marked, so nothing gets forgotten
Accurate client details:
- The "Billed To" section now correctly shows your client's email and phone number
- If you've set a default business address, it appears on your proposals along with your tax ID
A cleaner list:
- The proposals page now uses the full width of your screen
- The "Deals" column is now called "Pipeline" to match the rest of ClientCee
- Fixed action menus getting cut off at the edge of the table