New fee edit permissions let firms control who can change a proposal’s fee, put your firm’s brand on the client onboarding page, and let you duplicate a proposal and carry your customisations across to the next client. Two smaller fixes come with it. AI drafts now come through cleanly, and you stay logged in for longer. Here is what changed and where to find each one.
Set Fee Edit Permissions
When your team generates a proposal for a client, FigsFlow works out the fee automatically from your pricing setup. This feature lets the firm decide who is allowed to change that figure.Â
You choose which users or roles can manually override the calculated fee. Anyone without permission sees the fee as read-only and generates the proposal on the automatically calculated price.Â
Show Your Firm's Logo on the Client Onboarding Page
When you onboard a client, they receive a link that opens the onboarding page. That page used to show the FigsFlow logo. Now it shows your firm’s own logo instead, so the client sees your brand from the first screen. If no logo is set, the page falls back to the FigsFlow logo.
How to Set or Change Your Logo
Step 1: Go to Settings, then Firm ProfileÂ
Step 2: Find your firm logo on that screen and upload or change itÂ
Step 3: Save. It applies to the client onboarding page automatically
Reuse a Customised Proposal for a New Client
If you have customised a client’s Proposal and LOE, you can duplicate proposal for another client instead of building it again. All the terms, wording, and formatting carry across exactly as they are. You then change the name to the new client.Â
How to Duplicate Proposal
Step 1: Go to Proposals and duplicate the client proposal you want to reuse.Â
Step 2: Select the client you want to send it to, then preview.Â
More Reliable AI Drafting
AI-generated engagement letters and service descriptions now come through complete and in the correct order every time. Earlier, longer drafts could sometimes cut off partway or arrive with sections out of sequence. That is fixed. When you generate a letter or a service description, the full text comes through as intended, ready to review without patching gaps or reordering paragraphs.Â
Longer Login Sessions
You now stay signed in for up to 30 days across normal working gaps, so you are not logged out between sessions during a typical working week. When a session does genuinely expire, you get a single clean redirect to the login page rather than repeated prompts or broken screens. Sign back in once and you are straight back to where you were.Â
Conclusion
This release gives firms tighter control over pricing, a branded first impression at onboarding, and report reuse that no longer costs you your customisations. Set your Fee Edit role and upload your logo now so the controls apply before your next client goes out.Â
