Feb 19, 2026 release
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You can now add custom fields to various objects, such as Account, Contact, Deal, Quote, Subscription, Product and Plan. The field types support are string, integer, date, boolean and rich text. Custom fields appear in the UI in a special section called Custom fields and are available for reading and writing via the API.
Coupons can now be recurring as opposed to just being applied once at the checkout.
You can now share a quote in two different ways. The quote can be downloaded as a PDF and marked it as shared. Sharing via email now allows you to edit a personal, unbranded email that the customer can respond to.
It's now possible to trial plan add-ons in the same way regular plans can be trialed.
account.net_payment_days is now available in workflows
Improvements to rendering of usage-based pricing in the portal's plan picker
Added ability to specify a billing period when linking to the plan picker in the portal
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