Email Integration

• Automatic email sending to clients with secure magic links for quote/invoice access

• Nylas email service integration for sending via connected email accounts

• Professional email templates for quotes and invoices

• Magic link generation with secure token validation

Client Portal Enhancements

• Magic link authentication for secure, passwordless access to quotes and invoices

• Token-based portal access with expiration handling

• Preview dialogs for quotes and invoices

• Quick navigation to linked business entities

Invoice & Quote Management

• Enhanced invoice detail page with PDF preview tab

• Sticky headers and tabs for improved navigation

• Extended overview sections with clickable entity links (contact, company, quote, opportunity)

• Additional date tracking: sent date, reminder date, overdue date

Organization Branding & Configuration

• Comprehensive organization profile settings with company details

• Company registration fields: KvK number, VAT number

• Full address and banking information management

• Invoice preferences: currency, language, payment terms, custom prefixes

• PDF branding system with custom logo, footer text, and font families

• Live PDF preview for branding settings