July 9, 2021 | Keap

This article applies to:

Money update: Send quotes and invoices to companies

Keap’s quotes and invoices now include an option for you to address the request to a contact’s company instead of the individual receiving the quote or invoice. Your quote or invoice will display the company’s information in the “Billed to” section and be sent to your contact at the company so you can collect payment. Learn more.

Easy Automations update: Use custom fields in your messages

You can now access your custom fields when creating notifications, emails, deals and more in Easy Automations. Click the [#] button to insert a merge field, then select “custom fields” from the menu to access your custom fields and personalize your automations. Learn more.

Dashboard update: “Move widget” mode for rearranging your Dashboard

Wait, how did that widget end up there? Your Dashboard widgets are now protected from accidental shifts with a "move widget” mode. Once everything is in its right place, exit the “move widget” mode to keep your widgets where they belong. Learn more.

Bug fixes

  • Customers were unable to open Landing Pages in Campaign Builder or Checkout Pages. (Known Issue 2470381)