Feb 19, 2026 release

Custom fields (beta)

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.

Recurring coupons

Coupons can now be recurring as opposed to just being applied once at the checkout.

Quote sharing improvements

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.

Plan add-on trials

It's now possible to trial plan add-ons in the same way regular plans can be trialed.

Small improvements

  • 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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