We’ve launched the all-new Advanced Certificate Builder, rebuilt from the ground up for speed, flexibility, and professional-grade design.

⚡ Responsive Canvas – Real-time editing with instant previews and smooth performance

📐 Standard + Custom Sizes – Choose A4, US Letter, or set your own canvas dimensions

🎨 Advanced Design Tools – Drag-and-drop frames, patterns, shapes, icons, and more

🖼️ Modern Templates – Professionally designed templates to help you get started faster

🛠️ New Design Engine – Built on the same high-performance system as the Badge Builder

Design and deliver certificates faster than ever

Create polished, branded certificates that reflect your professional quality

Give clients and learners a premium experience

Content Library inside the Documents & Contracts editor and template editor.

Save your own reusable pieces - from a single block (e.g., signature table, pricing cards) or even all elements on a page.

Drag & drop saved items anywhere in a document.

Share library items across locations from Documents & Contracts → Templates → Content Library.

Create the block OR place all elements on a page you want to reuse.

Save to library

For a block: hover the block and click Add to Content Library.

For a page: open the page -> "⋯" Hamburger menu → Add to Content Library.

Give it a name and save.

Reuse it: open the Content Library panel (left sidebar → Custom) and drag the saved block/page anywhere on the document.

Share it across locations: Go to Documents & Contracts → Templates → Content Library, click the ⋯ next to an item → Share, then select the location.

Speed: assemble proposals, contracts in seconds - no more rebuilding the same sections.

Consistency: keep branding, terms, and layouts uniform across teams and clients.

Scale: distribute best-practice components to every location with one share.

We’ve enhanced the Prices/ Variant management experience to make it easier for users to configure important details and manage variants without missing steps.

Hover Highlight on Prices/ Variant Tiles: Prices/ Variants now highlight on hover, making it clear that they are clickable and lead to the detailed price/ variant Page, where product weights, dimensions, and digital files can be added.

Action Buttons: Each price/ variant now includes quick Edit and Delete options for faster management without needing to enter the full detail page.

Many users were skipping weight and dimension setup, leading to incorrect or missing live shipping rates at checkout. With improved visibility, these details are now easier to configure.

Users sometimes missed uploading digital files, causing them not to appear on the Thank You page or in the Customer Access Center. The new design makes it clearer how to add these files.

Simplified setup of shipping and delivery with accurate live rates.

Reliable digital fulfillment so customers always receive their files.

Faster and more intuitive price/ variant editing experience.

With a joint effort from Invoicing & Estimates and Core Payments teams, an enhancement that would allow businesses to benefit from precise 4-decimal tax rate calculations across invoices, estimates, subscriptions, transactions, and checkouts, is now live. This update ensures accuracy with respect to fractional tax rates and tax amounts.

Tax rates are now calculated and displayed up to 4 decimal places (e.g., 7.1250%).

Tax amounts continue to round to 2 decimals as per currency standards (e.g., $1.78).

Applies to invoices, estimates, transaction details, subscription details, receipts, other checkouts (Forms, Funnels, Stores, Payment Links, etc.) and CSV exports.

Tax percentages shown with 4 decimals across the UI and in API responses.

Consistency ensured with invoicing flows for accurate reporting.

Validated with external systems like QuickBooks Online (QBO), Stripe, and Shopify to support 4-decimal tax rate display.

Import/export of invoices, orders, transactions and subscriptions aligned with the new precision.

Existing records remain unchanged.

Only new invoices, estimates, orders, transactions, and subscriptions created after this update will follow 4-decimal logic.

Already signed documents and contracts with pending invoices will not change to keep consistency in what was agreed upon and what is paid.

Payments → Invoices (builder, previews, exports)

Payments → Estimates (builder, previews)

Payments → Checkouts (tax breakdown)

Payments → Transactions (details and exports)

Payments → Subscriptions (details page and receipts)

Payments with 4 decimal tax rate precision on mobile POS invoices

We’ve introduced two key enhancements to Forms, Surveys, and Quizzes:

These updates aim to reduce submission friction and make error correction easier and more intuitive.

When users attempt to submit a form or survey with validation errors, the system now automatically scrolls to the first field with an error.

This eliminates the need to manually scan the form for missed inputs.

Previous Behavior: All validation errors in surveys were shown as a single list at the top of the slide. Users had to manually locate and fix each field.

New Behavior: Errors now appear inline—directly on the relevant fields—with auto-scroll guiding users to the first issue.

These changes are particularly helpful on mobile devices where manually identifying errors in long forms was previously cumbersome.

On form or survey submission:

If any fields contain validation errors, the user is automatically taken to the first error on the page.

Inline error messaging ensures users don’t miss critical input issues, particularly in surveys with multiple fields per slide.

This update applies to all Forms, Surveys, Quizzes, and Requests.

This feature is enabled by default—no setup required.

It’s especially effective for longer, complex forms with multiple inputs or sections.

You can now add gradient backgrounds and blur effects to your Sections, Rows, and Columns in the Page Builder. Background settings have also been reorganized into a cleaner tab view, making it easier to switch between Color, Image, and Video options.

Multi-color gradients: Build gradients with up to 10 colors for smooth, dynamic backgrounds.

3 gradient styles: Choose between Linear, Radial, and Angular for different design looks.

Adjustable blur effect: Add depth with a blur toggle and intensity levels you control.

Cleaner background tabs: Background options are now neatly organized into Color, Image, and Video tabs for easier editing.

Go to Page Builder → Background Settings in the right-hand sidebar.

Choose Gradient to create multi-color backgrounds with smooth blends.

Use the Blur toggle to soften the background (great with semi-transparent colors).

Easily switch between Color, Image, and Video tabs for a streamlined editing experience.

This update gives you more creative control over page design, helping you create modern, eye-catching layouts with less effort. Whether you want a subtle blur for depth or vibrant gradients for impact, you now have the flexibility built right into the editor.

Existing background images and videos work just as before.

Gradients support multiple colors, while blur works best with semi-transparent backgrounds.

No previous settings are affected this adds new creative options without disrupting your current designs.

We’ve enhanced how Facebook and Instagram contacts are managed to reduce duplicates and keep contact records unified.

📍 Previously, when someone messaged your business on Facebook or Instagram and later shared their email or phone number, the system would append that data - but still create a new contact, even if another contact already existed with the same information. This led to duplicate records and fragmented histories.

✨ Now, when a contact enters through Facebook or Instagram and later shares an email or phone number that matches an existing contact, the system will automatically merge the contacts - ensuring one complete profile. However, if the account has explicitly enabled “Allow duplicate contacts”, the automatic merge will not happen.

Facebook/Instagram contacts are now automatically merged if their email or phone matches an existing contact 🔄

Prevents duplication and keeps all conversations and details in one place

Automatic merge is skipped if the account has turned on “Allow duplicate contacts”

We’ve rolled out a set of refinements that make badge creation more fluid, precise, and enjoyable. These aren’t flashy — they’re thoughtful improvements that make a big difference in your daily workflow.

🧹 Cleaner Editing Experience

Toolbar now auto-hides when rotating or moving elements

Fixed resizing issues for lines and shapes

Removed unnecessary corner markers for a cleaner canvas

🎯 Better Control for Small Elements

New move icon makes it easier to reposition tiny or tightly packed objects

🎨 Visual Consistency Upgrades

Template borders now perfectly match the final badge preview

Less clutter = more focus while designing

Tiny tweaks now feel effortless

What you see while editing is exactly what you get

These small changes make a big impact — and more smart improvements are on the way!

Go to “Memberships”

Select the “Credentials” tab

Click “Create” in the top-right corner

Choose “Create Badge” from the dropdown

Badges are a lightweight, visual way to recognise milestones, progress, and engagement. While we’re actively working on a dedicated “Issue Badge” action, you can start issuing badges right now using the existing “Issue Certificate” workflow action.

Yes — Badges are issued through the same action as Certificates!

You can combine any of the supported workflow triggers with the existing “Issue Certificate” action to send a Badge automatically to your customers.

✅ Just select a Badge template instead of a Certificate template when using the "Issue Certificate" action.

🧐Most Used Triggers + Use Cases

You can find these triggers inside your Workflow Trigger menu, under “Courses,” “Contact,” and “Form Activities.”

Go to Automation > Workflows

Create from Scratch or open an existing Workflow

Add a Trigger from the list above

Add an Action → select Issue Certificate

Choose a Badge template instead of a Certificate template

Note: Badges are fully visual and lightweight — perfect for micro-recognition. They’ll be sent as downloadable images to your customers.

We’re introducing a dedicated “Issue Badge” action to make this even clearer and easier to use. Until then, the “Issue Certificate” action supports both Badges and Certificates seamlessly.

Send Invoice, Send Estimate, and Send Recurring Invoice actions now include a Channel dropdown.

Choose Email, Text, or Email & Text for each action—no more separate steps or duplicate actions required.

Open your Workflow in the Automation Builder and add (or edit) a Send Invoice, Send Estimate, or Send Recurring Invoice action. Scroll down to the Channel field highlighted below:

Save Action and Publish your workflow.