What's New in TalleFlow — Human Approvals, Brochure Proposals & Document Integrity

✨ Automation approval gates — Require human approval on gated automation steps, assign approvers, review from a Home queue or the project Automations tab, bulk approve, skip-and-continue past one step, and see Owner/Admin analytics so sensitive actions do not run unattended. 📋 Brochure proposals and package selection — Let clients choose packages and add-ons in the portal with pick-one or multi-select modes, see live totals from their selections, and submit from portal chrome instead of a buried button inside the brochure. 🔒 Sent document snapshot integrity — Open sent and signed documents from the locked share snapshot by default, sign on authenticated portal links, and rely on stricter share activation, merge-tag checks, and one-invoice-page rules so what clients see matches what you sent. 🎨 Backdrop library and client review — Upload custom backdrops, organize them into collections, share them on projects, and get notified when clients leave template or backdrop feedback in the portal Designs tab. 📚 Proposal builder walkthrough — Walk through a guided tour that teaches the proposal builder with a static editor mock so you understand the flow before sending your first brochure. 🔔 Brochure submitted notifications — Get in-app and email alerts when a client submits a brochure, with notification settings and deep links that take you straight to the follow-up work. Also shipped in this release ⏰ Inventory schedule reminders — Receive alerts when package inventory cannot reserve until the project has start and due dates, with a Waiting badge on the Offerings inventory tab instead of discovering the gap later. 💳 Payment statement descriptor — Set the client-facing name that can appear on Stripe Connect card and bank statements from Finance settings so payers recognize your business instead of a generic platform label. 📝 Contact Form+ walkthrough — Learn Contact Form+ through an in-app Flows tour with a static Unlayer mock so field layout and setup are easier to get right on the first pass. 🎯 Portal branding contrast checks — Save portal colors only when page, sidebar, and button text pairs meet accessibility contrast, with clearer readability on card and popover surfaces in the client portal. 🔄 Portal business switcher — Switch between slugged businesses from the portal sidebar or header with a proper cross-tenant handoff instead of a switcher that appeared to do nothing. 📊 Project offerings activity — See inventory reservations, timeline changes, and Canva design links in the project Activity feed with filters and icons that match the rest of the project history. 📄 Apply page templates — Insert reusable templates onto chosen document pages with previews and replace-or-add choices so you do not overwrite unrelated pages when building proposals or brochures. ⏱️ Relative automation due dates — Set create-task due dates relative to when an automation runs so deadline timing follows the trigger day in your business timezone instead of only fixed or project-anchored dates.