We’re excited to introduce one of our most impactful releases yet—bringing powerful enhancements across contracts, payments, automation, reporting, and more.
These updates are designed to give you greater control, clearer financial visibility, and a smoother experience for both your team and your clients.
✍️ More Flexible Contract Workflows
Contracts are now built to better support how your business actually operates.
Multi-Signer Support
Easily require and collect signatures from multiple clients on the same contract—perfect for weddings, corporate approvals, and more.
Track and allow more than one contract signer
Track progress with a new Partially Signed status when not all required users have signed the contract
Prevent clients from moving forward to the invoice until all required signatures are complete
Improved Client Experience
Clear prompts now guide clients through signing requirements—reducing confusion and missed steps.
Business Counter-Signer Improvements
Your business signature is now automatically applied after all client signatures are complete, ensuring a seamless and professional workflow.
Contract Tokens for Invoices & Payments
You can now enhance your contract templates with new dynamic tokens:
Insert the full invoice directly into your contract
Add a complete payment schedule table that automatically reflects the invoice payment plan
These tokens ensure your contracts always display accurate, up-to-date financial details without requiring manual updates.
💳 Smarter Payments & Better Control
Catch-All Payment (New)
Keep your payment schedules consistent—even when invoices change.
Lock in scheduled payment amounts when the schedule is created
Automatically apply any additional charges to a single remaining balance payment
Eliminate the need to recalculate or adjust payment requests
Partial Payments (More Flexibility for Clients)
Give clients more control over how they pay.
Allow clients to make smaller or additional payments at any time
Remaining balances automatically roll into the final catch all payment
Take a look at our payments article to see how Releventful simplifies even the most complex payment workflows—giving your team more control, flexibility, and automation than ever before.🔥Let's Go!
New Payment Experience
The payment window has been redesigned for a more intuitive experience:
Cleaner, modern layout
Easier navigation with new tabs at the top of the window
Auto-Saved Payment Methods = Easier Damage Deposits
Payment methods are now automatically saved after a client’s first payment. This means that damage deposits can be charged any-time using the card on file.
Easily charge saved cards or bank accounts for future payments
Ideal for deposits, installment plans, and damage fees
Clearer Financial Tracking
The Payor name now reflects who actually made the payment on an invoice—not just the primary client
Improves reporting accuracy and reconciliation
📦 More Powerful Packages & Pricing
Sell smarter and standardize your offerings with enhanced automation:
Automatically add add-ons when a package is selected
Apply automatic price increases for premium add-ons
Ensure fees are always included with new auto-add fee settings
These updates help increase revenue opportunities and reduce manual setup. For clients using the client cart proposal templates, this also creates a more seamless and guided booking experience.
⚡ Smarter, More Responsive Automations
Campaigns That Adapt to Your Clients - Auto-Reply Handing
Automations now respond dynamically when leads engage:
Automatically stop campaigns when a lead replies
Or move them to a new sales stage for continued follow-up
💡 Pro Tip: Instead of stopping a campaign, move leads into a new stage to trigger the next phase of automation.
For more information on configuring your sales campaigns, review our resource linked here.
New Event-Based Automations - Auto Cancel/Archive
You now have more control over your event lifecycle:
Automatically cancel events
Automatically archive events
Trigger these actions based on a sales stage
To enable these settings:
Go to Settings > Event Settings > Event Helpers
For example, you can automatically cancel events when they move into a Closed - Lost stage—no manual updates required.
📊 Unlock Deeper Financial Insights
We’ve expanded your reporting suite to give you a clearer, more powerful view of your business performance.
Cash-Based Reporting
See exactly how money is flowing into your business—based on when payments are actually received, not just when revenue is booked.
Make smarter decisions with real cash visibility.
24-Month Revenue Forecasting
Look ahead with confidence. Visualize your upcoming revenue across booked events and future payments over the next 24 months.
Plan growth, staffing, and investments with clarity.
📈 More Ways to Track Performance
New reports now make it easier to:
Monitor cash flow in real time
Compare booked vs. collected revenue
Identify outstanding receivables
Analyze monthly revenue trends
👉 Explore these reports in your Reporting menu or learn more here.
📅 Clearer Calendar & Room Visibility
Managing your space just got easier:
Instantly view assigned rooms by hovering over events on the calendar
See detailed room information in expanded event views from the calendar
Smarter conflict detection—only flagging real conflicts when needed
To adjust room conflict settings:
Go to Settings > Event Settings > Event Room Defaults
📌 Better Booking & Proposal Control
Proposal Expiration Dates
Create urgency and keep deals moving by setting expiration dates directly on the Quick Close Invoice screen.
💬 Stronger Communication Tracking
Stay on top of client communication with automatic tracking:
Contract and invoice share emails are now logged in the Messages tab of the portal
Anytime you send a client a contract or invoice, the message is recorded in the portal
Easily track when messages were sent and what was included
🔗 Expanded Zapier Integration
Connect Releventful to more of your tools with expanded Zapier functionality:
New lead and invoice triggers
Brand data included in workflows
Client phone numbers available for SMS automations
🧾 Faster Sales Pipeline Management
Bulk Actions
Select and move multiple leads and events between stages in one action.
Smarter Filtering
Apply filters within each sales stage
Customize views per column
Quickly reset filters using the clear option
Updated Pipeline View
Enjoy a cleaner layout with improved room visibility and organization.
🏢 Easier Venue Management
Set a Default Venue
Save time by setting a default venue for your events:
Automatically apply your venue to new events
Configure defaults per brand for multi-brand accounts
🧾 BEO Improvements
Printed BEOs now include page numbers for better organization and clarity.
🚀 Built for How You Work
This release is all about helping you:
Close deals faster
Reduce manual work
Improve financial clarity
Deliver a better client experience
And we’re just getting started.