Changelog
What shipped
Every entry below is live in production. We log features when they ship, not when they are planned.
2026-09-17
Product audit — fixes across documents, invoicing, files and email
ImprovedFixed
- Proposal and invoice PDFs render through one document layout: org logo, consistent page furniture, real page numbers. Applies to documents sealed from this release on — already-sealed documents are immutable by design.
- Invoice issue and due dates persist as entered; an impossible date is rejected by name instead of failing generically.
- Invoice drafts can be deleted.
- Concurrent invoice edits: a stale tab is rejected rather than overwriting the newer version.
- Sealed invoices no longer re-total after sealing.
- Files tab counts every file exactly once — added an Unfiled group, so All equals the sum of its groups.
- An upload takes its file kind from the folder it was dropped into.
- Client portal returns a real not-found page and a real closed-brief page instead of an indefinite loading state.
- Sign-up from a shared outbound IP no longer rate-limits colleagues out of the same workspace.
- Portuguese plurals correct at zero, one and many.
Changed
- Weekly Brief email matches the in-app panel, including the “2 more below the line” overflow row.
- Unanswered client messages now escalate into one digest to the agency instead of going silent after the second.
- Custom-domain lifecycle notifications: verified, setup failed, verification lost.
- A stranger's public brief converting to a lead notifies the owner.
- Invoice email link labelled “Download the invoice (PDF)”.
- Brief gains a “Check now” action — no longer gated on the overnight sweep.
- Team screens route each role to a surface it can act on; billing facts are shown only to roles that can act on them, and a new member's welcome is written for a member rather than an owner.
- Templates and packages support archive, restore and delete.
- Package totals compute while editing rather than on save, and “New package” no longer creates a row before any input.
- A refused price states what is wrong with it.
- “Use it in Tave” carries the chosen template through sign-up.
2026-09-10
Tave 1.0 — general availability
AddedAdded
- Pipeline with in-product proposals and electronic signature.
- Client intake forms.
- Projects with scope baselines; change orders approved by the client in their own portal.
- Invoicing and payments.
- Scheduling with a public booking page.
- Monday Brief — deadline, revision and margin watchers.
- White-label client portal on the agency's own domain, in English and Portuguese.
2026-09-10
Blog
AddedAdded
- Blog in English and Portuguese, with RSS.
- First post: what scope creep costs a small agency — every figure verified at its primary source.
2026-09-03
Marketing site, calculator and template library
AddedAdded
- usetave.com live in English and Portuguese.
- Scope-creep calculator.
- Ten free intake-form templates.
Next
AI assist
Built, switched offNot yet enabled
- Message classification and draft wording are implemented and disabled.
- Enabled once our AI provider joins the subprocessor list. Until then nothing is sent anywhere.