ClientTether Product Release Notes

Release Date: April 30, 2026

This release focuses on improving reliability, streamlining workflows, enhancing customer experiences, and strengthening integrations across the platform.

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Proposal & Sales Experience Enhancements

We’ve improved how proposals and sales-related data are displayed and handled to create a more polished and consistent experience.

What’s New

• More accurate formatting for pricing and currency fields across proposals
• Improved proposal generation and printing consistency
• Cleaner formatting for links and rich text content within proposals and editors

Why It Matters

These updates create a more professional and trustworthy sales experience. With cleaner presentation and fewer formatting issues, your team can confidently deliver proposals that reflect your brand and close deals more effectively.

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Messaging & Communication Improvements

Messaging tools have been refined to ensure smoother, more reliable communication across channels.

What’s New

• Improved handling of invalid or blocked phone numbers to prevent messaging errors
• More consistent behavior in email templates and communication logs
• Enhanced reliability when sending and managing SMS and email communications

Why It Matters

Stronger messaging reliability means fewer failed communications and less manual cleanup. Your team can communicate with customers more confidently, knowing messages are delivered and tracked correctly.

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Hosted Pages & Lead Capture

Enhancements to hosted pages and forms improve both the user experience and the quality of captured data.

What’s New

• More consistent behavior for form fields, including required fields and default selections
• Improved rendering of custom fields across hosted pages and contact profiles
• Better handling of selection inputs like radio buttons and dropdowns

Why It Matters

These improvements ensure cleaner, more accurate data capture while creating a smoother experience for your leads. Better data at the point of entry leads to stronger follow-up and higher conversion rates.

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Automation & Workflow Reliability

We’ve strengthened automation tools to ensure workflows run more predictably and efficiently.

What’s New

• Improved reliability of Action Plans, including date handling and sequencing
• More consistent behavior when applying templates within automated workflows
• Enhanced stability when managing reminders and automated follow-ups

Why It Matters

Reliable automation reduces manual work and ensures nothing falls through the cracks. Your team can trust that workflows execute as expected, improving efficiency and customer responsiveness.

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Reporting & Data Accuracy

Updates in reporting and filtering provide clearer insights and more dependable data.

What’s New

• Improved accuracy in advanced filters and reporting outputs
• Better alignment of lead data across sales dashboards
• More consistent tracking of lead sources and activity data

Why It Matters

Accurate reporting gives you better visibility into performance and smarter decision-making. These improvements help ensure your data reflects reality, so you can act with confidence.

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Integrations & API Enhancements

We’ve enhanced integration reliability to ensure smoother data flow between systems.

What’s New

• Improved lead creation reliability from third-party sources
• More consistent syncing of sales and pipeline data via API
• Better handling of edge cases in external data payloads

Why It Matters

Stronger integrations mean fewer sync issues and cleaner data across platforms. This ensures your systems stay aligned and your team avoids time-consuming manual corrections.

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User Experience & Interface Improvements

General interface enhancements make the platform more intuitive and easier to use.

What’s New

• Improved navigation and responsiveness in key areas like calendars and profile views
• Enhanced editor behavior for cleaner content formatting
• More consistent display of notes, whiteboards, and user-generated content

Why It Matters

A smoother interface reduces friction and helps your team move faster. Small improvements across the platform add up to a more efficient and enjoyable daily experience.

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Platform Stability & Performance

Behind the scenes, we’ve made important improvements to overall system stability.

What’s New

• Fixes for login and user access issues
• Improved handling of background processes and system performance
• General bug fixes to reduce unexpected errors across workflows

Why It Matters

A more stable platform means fewer interruptions and more dependable performance. Your team can stay focused on serving customers instead of troubleshooting issues.

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Release Summary

This release is focused on:

• Making workflows more reliable
• Improving customer-facing experiences
• Reducing friction for admins and teams
• Strengthening integrations and data accuracy
• Enhancing overall platform stability

ClientTether Product Release Notes

Release Date: Friday March 20, 2026

This release focuses on improving reliability, enhancing document workflows, refining user experience, and strengthening integrations across the platform.

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CT Sign Document & Signing Experience Improvements

We’ve made key enhancements to ensure clarity, accuracy, and confidence in your document workflows.

What’s new

• Preview attachments before signing
  Users can now review all attached documents prior to completing the signing process.
  
• Locked Terms & Conditions at time of signing
  Signed documents now permanently retain the exact Terms & Conditions used at the moment of signature, ensuring compliance and audit integrity.
  

Why it matters

These updates improve transparency, legal consistency, and user confidence in your proposals and agreements.

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Proposal & Sales Experience Enhancements

We’ve improved how proposals are displayed and how quickly they load.

What’s new

• Improved proposal layout and ordering
  More consistent and polished presentation for customer-facing proposals.
  
• Faster proposal loading (especially with images)
  Optimized performance when viewing proposals with rich content.
  

Why it matters

A smoother, faster, and more professional proposal experience helps improve conversion rates and customer trust.

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Messaging & Communication Fixes

Several improvements were made to ensure your communications are reliable and consistent.

What’s new

• Improved email reply handling
  Replies from contact history now behave correctly and maintain proper conversation threads.
  
• Resolved email template insertion issues
  Templates now consistently populate and render as expected.
  
• Enhanced Message Center consistency
  Messaging behavior is now more aligned across the platform.
  

Why it matters

These updates ensure clean communication history, reliable messaging, and fewer manual corrections.

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User Management & Admin Controls

We’ve simplified user management and improved administrative control across the platform.

What’s new

• Improved user selection with checkbox interface
  Easily assign multiple users with a more intuitive selection experience.
  
• Removed deleted users from assignment options
  Prevents confusion and errors during assignment workflows.
  
• Improved subaccount permission handling
  More consistent access control for subaccounts.
  

Why it matters

These updates reduce friction and improve accuracy in team management and permissions.

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Hosted Pages & Lead Capture Improvements

We’ve enhanced hosted pages to improve data capture and reliability.

What’s new

• Improved hosted page display and rendering
  
• Better mapping between form inputs and custom fields
  
• More consistent behavior across updated hosted page experiences
  

Why it matters

These improvements ensure cleaner data capture and a better experience for your leads and customers.

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Reporting & Data Accuracy

We’ve addressed issues impacting reporting and data consistency.

What’s new

• Improved CSV export accuracy for reporting
  
• Fixed missing data issues in settings and configurations
  
• Enhanced lead source tracking based on contact type
  

Why it matters

More accurate reporting enables better decision-making and operational visibility.

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API & Integration Enhancements

We’ve improved the reliability and capabilities of our API layer.

What’s new

• Fixes to client update API reliability
  
• New endpoint for retrieving pipeline data
  
• Improved stability for integrations using client updates
  

Why it matters

These changes ensure more dependable integrations and cleaner data synchronization.

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System Controls & Notifications

We’ve added better control and visibility into system behaviors.

What’s new

• Ability to disable call recording where needed
  
• Improved password reset notifications
  
• Better handling of logged-in vs. public page access
  

Why it matters

These updates improve compliance, security, and user awareness.

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Platform Stability & Performance

Behind the scenes, we’ve made several improvements to overall platform performance.

What’s included

• Improved reliability of Action Plans
  
• Enhanced staging and testing environments
  
• Fixes to tax settings and configuration persistence
  
• General bug fixes and stability improvements across workflows
  

Why it matters

A more stable platform means fewer interruptions, faster workflows, and a better overall experience.

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Release Summary

This release is focused on:

• Making workflows more reliable
  
• Improving customer-facing experiences
  
• Reducing friction for admins and teams
  
• Strengthening integrations and data accuracy
  

If you have feedback or questions, our team is always here to help.

Read these instructions thoroughly before starting. We want to help you avoid unnecessary delays. Approval can take anywhere from a few days to several weeks. It is best to start immediately.

1. Go to Hello (Name)! > Settings and find Telephony in the gray list on the left hand side. (these are in alphabetical order)

2. If you do not have an EIN, fill out the customer profile (should be self-explanatory but note the instructions for the phone number on step 5 below). Before you submit your brand and campaign, check with your CSP or email support@clienttether for help with these steps. We may need to submit your campaign in the Twilio platform rather than the telephony tab, so be sure to involve us to avoid unnecessary delays.

3. If you have an EIN, be sure to activate the green switch to indicate Yes, then fill out your business details. Your legal business name must match the business name that matches the EIN you have with the IRS.

4. Fill in your business address. This must be your current business address.

5. Fill out your contact information, Save & then STOP. When entering the phone number, be sure to enter it in this format: +18888888888. 1 is the country code for the United States.

6. STOP HERE. Before Registering your brand and campaign, your website must be compliant:

• Every form on your website must tell people that by filling it out they are opting in to texting and how to opt out, as well as a link to your privacy policy.
• Your website must have a privacy policy that states mobile information will not be shared with third parties for marketing purposes, and gives information on how to opt out of automatic texting.
• Note that you must abide by your privacy policy and information given on your website.

7. Once your website is compliant and your registration is approved, come back to the telephony tab and submit your brand – only submit it once, and wait for approval.

8. Once your brand is approved, click the I accept box to check it, then choose a phone number and submit your campaign. 

9. If you are denied, review these steps and if there is nothing on your end to fix, reach out to support@clienttether.com

10. Note that phone numbers are bought through a third party vendor, Twilio, and there are government regulations. The registration, brand and campaign approvals are verified by a third party, not Twilio. There are instances where the registration, brand and campaign are not approved and we have to work through Twilio to resolve it. You may be included in this communication, so watch for emails from Twilio and from the folks at ClientTether who are working to help you get these approvals.

11. Approval can take several weeks, even if everything is compliant. We will do our best to help you.

12. For more information about requirements, please view this pdf: https://support.clienttether.com/wp-content/uploads/2024/09/SMS-Registration-Compliance.pdf

Welcome to ClientTether’s Support page. This is your first stop for all things ClientTether Support related. We sincerely hope you find exactly what you are looking for.

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