What's New

Build proposals exactly how your clients will see them using modular blocks — text, estimates, and media. Save your favorite layouts as reusable templates.

• → Stack blocks — cover, text, estimate (line-item table), media, acceptance, divider — and drag to reorder sections and blocks
• → Pick row layouts (full-width, 8-4, 4-8) to put a sidebar next to your scope or estimate
• → Live preview and inspector panel while you edit; the same renderer powers the internal view, the public client link, and the PDF
• → Save any proposal as a template, or start from built-in Standard and Lite templates. Tokens like client name and issue date fill in automatically

Instantly generate or refine text blocks — like your Scope of Work — using your past business context. You can also generate and edit images directly in the app.

• → Generate or rewrite the body of any text block (summary, scope, notes, terms) with one click — Every uses your past proposals and business voice for context
• → Generate images inline with AI from a text prompt, or upload your own
• → Media library persists assets so you can reuse them across proposals
• → PDF export includes all inline media with correct sizing

Easily toggle the client approval button on or off based on your workflow. Clients type their name and email to accept; the signed date renders inline on the document.

• → Turn the acceptance block on or off per proposal — keep it for new clients, skip it for retainers or informal quotes
• → Clients approve on the public page with name and email; signed date appears on the document afterward
• → Admins can also mark a proposal accepted manually from the internal view
• → Works on branded client portal subdomains

Skip the manual work. Just tell the agent what you're pitching, answer a few quick questions, and let it draft a comprehensive, customized proposal for you.

• → Select a client, type one sentence about what you're pitching, press Generate
• → The agent gathers client context (voice, history, past deals), asks a couple of clarifying questions, then drafts every section block by block
• → Prices line items using your historical data and fills in cover, scope, estimate, and acceptance
• → Hands back a finished draft you review and send — no auto-send
• → Works the same from Every Agent in the app and from Claude/ChatGPT via MCP

Your homepage is now a command center with widgets for metrics, pipeline, calendar, client activity, and automations.

• → Key Metrics widget shows revenue, outstanding balance, and expenses at a glance — no more clicking around to find the numbers that matter
• → Additional widgets for pipeline stages, upcoming bookings, client activity, and recurring invoice automations give you full visibility from one screen
• → Priority Cards surface smart action items that need your attention
• → Fully configurable: show, hide, or rearrange widgets and customize what each one displays to match how you work

Every works inside the AI tools you already use. Connect your account and the AI assistant you're already using becomes one that knows your business.

• → Works with Claude Desktop and Claude CoWork, plus any MCP-compatible client (e.g. ChatGPT Developer Mode, Claude Code, Cursor, and Codex)
• → Same tools and live data as Every Agent inside the app — manage invoices, clients, proposals, payments, expenses, bookings, and more from wherever you already work
• → OAuth 2.0 authentication, organization-scoped access, stateless — your data stays yours

The entire app has been visually refreshed — cleaner layouts, better information density, and a more polished feel everywhere you look.

• → New layout patterns and enhancements across the app to improve utility, density, and visual consistency
• → Expanded and denser agent chat view with a better experience and easier access to agent settings and features

Offerings are now two things: services (work you do) and products (things you sell).

• → Services replace the old offerings with the same pricing models (fixed or hourly), booking, and time tracking support
• → Products are new: a parent item with variants, each with its own SKU, price, and options. Modeled after how Shopify and Google Shopping handle inventory
• → Invoice and proposal line items connect directly to services or products, so pricing stays in sync with your catalog
• → Booking pages reference services only. Products don't have bookable time slots

Tell your agent how to sound across clients, teammates, and external contacts.

• → Set a distinct voice for three audiences: client-facing, internal/casual, and non-client external. Pick tone tags like warm, direct, professional, or playful
• → Add example quotes so the agent has concrete style references
• → The agent applies your voice when drafting proposals, invoices, and emails, and falls back to plain professional writing when unsure

Upload a spreadsheet, match it to a saved script, and run it again. No chat required.

• → New Import page: upload CSV, XLS, or XLSX files and preview the data before anything runs
• → If you've imported the same format before, the page finds your saved script and lets you reuse it in one click
• → New Export page: download invoices or expenses as CSV with field selection and presets like standard, detailed, and accounting

A single magic link gets clients straight to their invoices and proposals — no passwords, no signup.

• → Clients receive a magic link — no password, no signup. They click and they're in.
• → The portal shows all invoices and proposals tied to that client's email
• → You can preview exactly what your clients see from your own dashboard
• → Lives at your branded subdomain (acme.every.ai)

Every client-facing link lives under your brand — invoices, proposals, and booking pages included.

• → Automatically set for existing users based on your company name
• → Change it anytime in Settings — old links redirect to the new one, so nothing breaks
• → Invoices, proposals, and booking pages all use your subdomain automatically
• → Emails to clients link to your subdomain too, not generic Every URLs

Clients book appointments through your branded page at {slug}.every.ai

• → Clients pick a service, date, time slot, and fill in their details
• → Three payment options: free, pay at booking (Stripe), or card saved and charged before the appointment
• → Google Calendar integration blocks busy slots and creates events automatically
• → Automated confirmation, reminder (24h and 1h), cancellation, and reschedule emails
• → Clients can cancel or reschedule from a link in their confirmation email — no login needed

Bookings connect to your offerings, contacts, clients, and invoices

• → Select which of your existing offerings are bookable — with duration, pricing, and location
• → New bookers automatically become contacts and clients in your account
• → Paid bookings generate invoices marked as paid — your billing records stay complete
• → Schedule-later mode lets clients commit without picking a date, so you can schedule manually after

The start of a client-facing portal at {slug}.every.ai

• → Your booking page lives at a branded subdomain — the first step toward a full client portal
• → Customize with your business name, welcome message, and accent color
• → Set availability schedules, buffer times, and booking policies
• → More client-facing experiences coming to your subdomain soon