2026-05-02
- PM-doc → DOCX/PDF export with watermarks (text + image), font choices, and section AI zones.
- Inline AI zone regenerate button inside editor + auto-save on convert.
- Plan-tier enforcement: webhooks cap, API access tier, approver-forced (Free), branded footer.
- Approver picker now lists workspace admins by name + email.
- Send-email modal: CC, BCC, auto-generated editable subject + body.
2026-04-28
- 15 industry-tailored platform proposal + invoice templates seeded.
- Tenant inheritance flow: 'Use as default' creates editable workspace copy.
- Markdown → ProseMirror conversion: AI-zone output renders bold, lists, headings properly.
2026-04-21
- Lead scoring background tasks now charge credits.
- Pipeline Kanban + drag-to-stage on /deals.
- Suggested owner for new leads based on past customer-rep history.
- Bulk-assign leads → admin queue.
2026-04-14
- Finn AI assistant with knowledge-base grounding.
- Audit log entries for every Finn + human action.
- SSE streaming for Finn chat.
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