v1.3.0
Branded PDFs, Native E-Signatures, and a Rebuilt External Crew System
Welcome to the latest release of the Automated Booking and Resource Allocation Management network. This update adds branded, client-ready PDFs, native e-signatures on quotes, and a refreshed onboarding experience.
Here is everything new, improved, and ready to use in this release.
1. Branded PDF System (Pro+)
Quotes and invoices now look like they came from your studio, not a generic template.
- Quote PDFs: Quotes can now be generated as PDFs, a document type that didn''t exist before this release.
- Branded Invoice & Quote PDFs: Add your logo, accent color, and footer text once in your branding settings, and every quote and invoice PDF picks it up automatically.
- Branding Settings UI: A dedicated settings page for managing your logo, accent color, and footer, with a live preview before you save.
- Client Portal Downloads: Clients can download the branded PDF version of any quote or invoice directly from their portal.
- PDF-Attached Emails: Quote and invoice emails now include the branded PDF as an attachment, not just a link.
2. Native E-Signatures
Quote acceptance in the client portal is now a real, legally binding signature, not a click-through button.
- Consent & Typed Signature: Clients type their name to sign, with an explicit consent step before the signature is captured.
- Server-Captured Evidence: IP address, browser, and timestamp are recorded server-side at the moment of signing.
- Frozen Content: A hash of the exact quote content is generated and locked in at signing time, so what was signed can never silently change afterward.
- Append-Only Audit Trail: Every step of a quote''s lifecycle, from sent to viewed to signed, is logged in a trail that can''t be edited or deleted.
- Signer Timeline: See the full history of a quote''s approval process, including who took each action and when.
- Signature Certificate Page: Signed PDFs now include a certificate page with signature and tamper-detection details built in.
- Signed Copy Delivery: The signer automatically receives a copy of the signed document by email.
- ESIGN & UETA Valid: The signature flow satisfies the same legal standards as dedicated e-signature platforms.
3. Onboarding & Guidance
- Restart Walkthrough: Anyone can restart the guided walkthrough at any time from a single button.
- Contextual Tips: Four in-context tips are now live, surfacing help exactly where it''s relevant.
- Guided Tour Chatbot: Ask for a tour and get a deterministic, step-by-step walkthrough of the platform.
- Personalization Step: New accounts now select their vertical and whether they run productions, work on them, or both, so the experience adapts from the first session.
- Onboarding Reliability Fixes: Fixed a handful of edge cases around new organization creation, demo data setup, and roster claiming that could occasionally cause duplicate or inconsistent records.
This release put real weight on client-facing polish, branded PDFs and e-signatures, alongside a smoother first-run experience for new accounts. Both matter for a platform handling real contracts and real money.