Release Notes – Friday March 20, 2026
March 17, 2026ClientTether 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.