Changelog

This week, we rolled out some powerful updates to make working in Collect even smoother – whether you're sharing feedback, generating exports, or syncing with your CRM.

Here’s what’s new:

✨ A fresh take on comments

We redesigned how comments work so teams and clients can communicate more clearly.

• React with emojis (👍, ✅) to give quick feedback
• Keep things tidy with threaded replies
• Share team-only notes with internal comments

It’s all about speeding up communication and cutting down on confusion.

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📄 PDF Collation: One-click professional reports

Exporting data just got classy. You can now combine everything from the portal into one structured PDF.

• Use multiple templates
• Customize page order
• Add static pages like covers or instructions

Perfect for client-ready reports in seconds.

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🔄 HubSpot integration, now sharper than ever

We added more automation, better tracking, and new ways to collaborate straight from HubSpot.

• Trigger actions from workflows (like reassigning requests or updating statuses)
• See richer timeline details
• Auto-invite contributors when sending a request
• Create HubSpot objects directly from Collect
• Reassign objects without switching tools

Collect and HubSpot now speak the same language — with less manual work.

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We’ve shipped a bunch of improvements to make building in Collect faster, more powerful, and a lot more intuitive.

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Redesigned Builder Layout

We’ve rethought how you interact with elements in the builder. Settings now live in a clean, collapsible menu at the top-right of each element—always just one click away. And you can now insert elements exactly where you want them.

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Smarter Element Logic

‍You can now define conditional rules directly within each element—making it easier to stay focused and organized. Prefer the big-picture view? The original logic page is still available.

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New Element Settings

We’ve added a powerful set of options to help you manage your workflows:

• Set due dates at the element level
• Assign elements to users, groups, or contacts
• Auto-validate elements after actions like uploads
• Mark elements as internal-only

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Multi-Document Insertion

No more adding elements one by one. Just list the documents you need—we’ll create a separate element for each automatically.

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Collaborative Requests

Requests can now be truly collaborative. If a request is marked as collaborative, contacts can invite others to contribute—directly from the portal.

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You can now add an extra layer of security to your client portals with one-time password (OTP) protection.

Whether you want to secure access from the very first connection or only once a client has started entering information and uploading documents—you decide when it kicks in.

We’ve made it flexible:

• OTP is sent by email for a smooth user experience
• You can fully customize the email content to match your tone and context

It's a simple way to keep sensitive workflows secure while keeping things easy for your clients.

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You can now customize automated emails at the campaign level—giving you more control over the messages your clients receive.

Previously, email customization was only possible in the branding settings, which apply across multiple campaigns. That still works—but now, if you want to fine-tune specific messages for a single campaign, you can.

A few notes:

• You can currently customize a selected set of system emails (like status updates, confirmations, and access notifications)
• Campaign-level custom emails will override branding-level customizations, which themselves override our default templates

More flexibility, more relevance—one campaign at a time.

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We’re taking another step toward making Collect fully enterprise-ready.

Enterprise clients can now enable Single Sign-On (SSO) via SAML and SCIM provisioning. This brings tighter security, easier onboarding, and seamless user management at scale.

With SSO-SAML, your team can log in through trusted identity providers like Okta, OneLogin, or Google Workspace, reducing password fatigue and improving access control.

SCIM takes care of provisioning and de-provisioning users automatically—so your team lists stay up to date without manual work.

It’s everything you need to simplify IT workflows and stay secure as you grow.

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