Flexible PDF Template Sections

• Add cover pages and back matter to templates

• Template-level attachments that automatically include

• Configure prepend/append sections in template settings

• Static text and images always included

• Knowledge items automatically merged in correct order

Better Template Organization

• Cover pages appear before main content

• Back matter attachments after document

• Consistent merging in preview and final PDF

• Better control over document structure

• Professional document composition

Duplicate & Move Pages

• Duplicate template pages with one click

• Move pages up or down in designer

• Easier multi-page template building

• Improved page organization workflow

• Faster template creation

Smart Knowledge Item Selector

• New knowledge item selector component

• Visual selection of attachments

• Organize attachments as front or back matter

• Clear distinction between cover and appendix

• Better attachment management in quotes and invoices

Refreshed Portal Preview

• Portal always shows current PDF after changes

• Refresh button for immediate PDF regeneration

• No more stale previews

• Reliable preview of final output

• Consistent behavior between preview and sending

SignIQ Improvements

• Signature controls stay visible in sidebar

• Sidebar protected from accidental collapse during signing

• Better status updates during signing process

• Clearer status transitions

• More reliable signing flow

Improved Email Sending

• More reliable email sending for quotes and invoices

• Better error handling for email issues

• Transparent error messages

• Emails always deliverable