Product Updates

Twelve things shipped since the Big Catchup: storage, signing, limits, video, and a couple of smaller fixes.

1. A folder per client, seven providers, your structure

Client files now land in a tidy folder per client inside your connected cloud storage, instead of piling into one place. This works across every provider we support: Google Drive, Dropbox, OneDrive, Box, pCloud, Bunny.net, and MEGA S4.

By default files are saved as [Your connected folder] / 360Onboard Uploads / {Client company name} / {Onboarding name} / file.pdf, so your Drive shows real, human-readable folders, never internal IDs.

You can change the structure yourself now too. Under Settings → Cloud Storage there's a "Folder structure" panel with a live preview, edit a simple template using {client} and {flow} tokens and every future upload follows it.

2. Three new storage providers

Bunny.net Edge Storage and MEGA S4 connect with an account API key, almost typing-free: paste the key, pick your zone/bucket from a dropdown of your real ones. OneDrive connects like Google Drive: sign in, done, works with both personal and work accounts.

3. Your first workspace is now named after your agency

New agencies no longer land in a generic "My Workspace." Answer "What's your agency called?" during setup and that name is applied straight to your workspace from the very first screen.

4. Agency counter-signers no longer block public links

If your e-signature step has a second signer, say you countersigning after the client, the flow can now still use a public shareable link. Flip "This signer is my agency (fixed email)" on that signer and enter one agency email; the client signs via the public link, the document auto-emails your agency to countersign, and the finished PDF goes out once you sign.

5. Client email replies now reach you, not a dead inbox

Previously some client-facing emails could show noreply@360onboard.com as the reply-to address even when you were sending through your own SMTP server, so a client reply went nowhere. The reply-to is now worked out automatically (your explicit reply-to → your SMTP from-address → your help email → your account email → 360Onboard fallback). If you send from your own server, client replies land in that inbox by default. Nothing to configure.

6. Friendlier free-AI usage limits

The monthly free-AI allowance more than tripled, heavy users get a gentle non-blocking heads-up instead of a hard wall, and a message that wrongly told some users their "free year of AI has ended" is fixed: it hadn't, that was just the old monthly cap resetting.

7. Tutorial videos and images now work everywhere

Fixed a bug where a video/image/GIF uploaded to a Tutorial step looked fine while building but showed a grey "Video placeholder" in Preview and for the client. Media is now properly hosted, so it shows up correctly everywhere, and existing videos self-heal automatically next time you save. You also no longer have to publish a flow to check how an uploaded video looks; Preview plays it right after upload.

8. Remove a custom domain whenever you want

Deleting a branded domain no longer fails with "Cannot delete domain with active clients." Any client links on that domain automatically fall back to your standard 360Onboard link, nothing lost, no onboarding interrupted, and your personalized link names come back automatically if you re-add a domain later. One thing to know: previously-sent invitation emails with the old branded address will stop working once the domain's gone; send a fresh link from the dashboard if anyone still needs one.

9. Signing a document is now instant

Finishing a signature used to mean sitting on a spinner for 10-15 seconds, longer on big documents, while we built the signed PDF, uploaded it to your cloud storage, and sent out the completion emails, all before the page responded. On a multi-signer document, even the first signer waited while we emailed the next person.

Now the page responds the moment you sign. Everything else, the signed PDF, the upload, the emails, the next signer's invite, happens in the background a few seconds later. Same finished document, same audit trail, just no more waiting.

10. Second signer's link now opens on the right domain

On multi-signer onboardings, the client would sign on your branded domain, but the second signer's invitation could point to a generic 360Onboard address instead. Off-brand, and confusing for whoever's being asked to sign next.

Fixed: the second signer's link now always matches whichever domain the client actually used. Nothing to configure, and it applies automatically to onboardings sent from now on.

11. Folder naming, fixed and expanded

When a client had no company on file, their folder used to get skipped entirely and their files landed in a shared folder with everyone else's. Folders are now named from the client's email, which every client has, so nobody's files get lost in a shared folder again.

The folder structure panel (Settings → Cloud Storage) also picked up the full variable set from email templates: company, full name, first name, last name, email, and onboarding name, each with its own fallback, plus a live preview showing exactly where files will land. Signed contracts and regular uploads now file into the same folder too, they used to split across two.

12. Signing on your phone no longer gets stuck

Typing or drawing a signature on a small screen could clip off the confirm button, especially once the keyboard popped up, so there was no way to finish signing on some phones. The signature panel now scrolls properly and the "Adopt and Sign" button stays visible and reachable the whole time.

13. Flowlu joins the CRM Sync lineup

Flowlu is now live under Settings → Integrations → CRM Sync, alongside SuiteDash, SwipeOne, and NinjaPipe. Same setup as the others: connect once, drop the "Add to CRM" action into any flow, map your fields, done. GoHighLevel is next.

14. Send every completed submission straight to Notion

There's a new Export step you can drop into any flow. When a client finishes onboarding, their answers land as a new row in a Notion database, no copy-paste, no export files to download and re-import. Connect once under Settings → Integrations → Export, pick a page and a database (or create one on the spot), then map your flow's fields to columns. Notion is the first export destination, more can follow on the same foundation.

As always, reach out if you notice any errors, any issues, any problems, and I'll take care of it.

David

The last changelog post we shipped was Platform Access Is Done — The Full Story on June 2. This is everything since. It's a long one. There were a lot of moving parts.

The Big Picture

Five weeks. Three big new systems — the rebuilt AI copilot, the full guided Platform Access walkthroughs, and the first real CRM sync. Plus a substantial Team/Workspace permissions overhaul, a rebuilt Flow map, a real upgrade to conditions, dynamic checkboxes on e-signature documents, loud cloud-storage sync warnings instead of silent failures, and a long list of smaller fixes.

The headline:360Onboard is now a credible end-to-end onboarding platform. Five weeks ago it could build flows, send emails, collect signatures, and take payments. Today it does all of that, walks the client through connecting the rest of their stack, pushes the result into your CRM, and the AI can author and test most of it for you. We were heads-down because there were a lot of foundational pieces to lay before the rest makes sense.

1. The AI Copilot Was Rebuilt

This is the biggest change of the cycle. The 360Onboard AI copilot was re-architected end-to-end.

The new behavior: the AI just builds. It used to make you approve a plan first, then build. The new model writes flow steps, conditions, e-signature contracts, and emails directly, asks a couple of clarifying questions only when it needs them, and shows you what it's doing as it works. It also reads input from places it couldn't before — PDFs (existing intake forms) and your voice (hit the mic and say what you want).

What it can do now that it couldn't before:

• It builds flows, contracts, and emails directly from a chat message, a PDF upload, or a voice note — no "approve a plan" step.
• It tests API steps for you. When you paste a cURL or describe an API call, the copilot runs the request, sees the response, and saves only the fields a later step actually references. A follow-up email can drop in a {{registration_link}} your flow just generated — no manual mapping in the builder.
• It writes leaner, better-delivering emails. No more logo at the top by default — image-heavy emails get clipped in Gmail. The AI now adds your logo only when you ask for it.
• It builds multi-rule AND/OR conditions with nested groups, and sets your flow's language across the 10 supported locales.
• It asks instead of guessing. When a literal value could be either fixed or per-client (email, name, phone, company), the AI asks you which it should be, instead of wiring the wrong thing.

The free AI window was actually broken for a chunk of accounts — a hidden "email verified" requirement that almost nobody could clear, because the verification email was never sent. The user impact: paying/LTD users inside their free AI window were getting pushed to "add your own API key" for a reason nobody could fix from their end. All fixed. The clock was reset to today for everyone, so you got the full 12 months from right now.

2. Guided Platform Access — The Full Client Walkthrough

The 360Onboard Platform Access system is the result of a long project that shipped in the previous changelog. Since then, we've made the experience meaningfully better for clients and the agencies who depend on it.

The first thing a client sees is now a "Share Access" screen — a clean, branded list of exactly what they're granting and the role it gives you. For platforms that can't be fully automated (Meta, Google Business Profile, LinkedIn, etc.), the client gets a step-by-step tutorial with screenshots, deep links to the right settings page, and copy-paste fields for any value they need to bring back.

For Meta in particular, the partner-invite flow now does per-asset permissions for Pages, Ad Accounts, Pixels, Catalogs, and Instagram — so your client grants exactly what you need, not everything.

Build-time preview — in the builder, you can now preview the entire client experience before you publish. No more publishing a flow only to find the client experience felt wrong.

Two Platform-Access bugs you might have been hitting:

• Optional steps no longer leave onboards stuck "In Progress." Previously, if a client skipped an optional Platform Access step (you marked it "not required"), the system was still waiting on it — onboarding never completed. Now it records as Skipped, the onboarding completes, and the Results page shows skipped vs. connected clearly labelled.
• Google Tag Manager now has a real Manager role. Previously the GTM grant was hardcoded to a basic user role regardless of which one you picked — so there was no way to get account-admin (manage users, create/delete containers, publish across the account). Pick Manager and you actually get it now. Default role is still Publish, so there's no silent privilege escalation.

3. Add to CRM — Your Flow Can Push Clients Into Your CRM

This is a system people have been asking for since the product launched. The first three CRMs are live:SuiteDash, SwipeOne, NinjaPipe.

Set up once under Settings → Integrations → CRM Sync, then drop the new Add to CRM action into any flow's workflow — pick which CRM, when it fires (after a step, or when onboarding finishes), and which fields map to which flow answers.

• Field mapping is yours. Email, first name, last name, company, phone, note, plus your SuiteDash custom fields. Match by email, create-or-update — no duplicates.
• Loud failures, not silent ones. If your keys stop working you'll see a clear warning in Settings → Integrations → CRM Sync, mirroring the same change we made to cloud storage.
• This is the foundation: GoHighLevel is next on the same architecture. (Flowlu, also planned at the time, joined the live lineup shortly after this post.)

4. Workspace + Team Permissions Got a Lot More Granular

The Team tab now does things it should've done from the start.

• Edit a member's workspace access after they've joined. No more remove-and-reinvite to change their access.
• Workspace admins are scoped to their own workspaces. A workspace-specific admin can manage the team only within the workspaces they can access — they can't grant "all workspaces" or touch workspaces they can't see. They can't promote anyone to Admin (cap is Manager). They can't remove or change the role of all-workspaces members (that's owner-only).
• Workspace-scoped team invites. When you invite from a workspace, the invite defaults to that workspace only instead of silently granting access to every workspace.
• The Team list now only shows people who actually have access to the workspace you're viewing, with a clear "All workspaces" badge for global members.

5. The Flow Map Was Rebuilt

The builder's Flow map renders crisply now, with a live mini-map and zoom controls — closer to the polish you'd expect from Zapier or n8n.

Conditional steps now read as real branches. When several steps branch off the same answer (e.g. "if registrar is Cloudflare → Tutorial A, else if Namecheap → Tutorial B"), the map splits them from a single decision point, labels each path with its condition, and merges them back together — instead of drawing each one as a separate, confusingly-labelled bump.

6. Conditions Got a Real Upgrade

Three things that should've shipped sooner:

• Multi-rule AND/OR conditions, with nested groups. "Show this step if Plan = Pro AND Country = US" or "show this if budget > $1k OR they're in Canada" — both work now, and you can nest groups for more advanced logic.
• "Does not contain" operator alongside the existing "contains."
• Warn before deleting a field or step that conditions rely on. The confirmation dialog tells you exactly which conditions reference it, so you don't accidentally break your logic. Empty rules are auto-cleaned.

7. Dynamic (Conditional) Checkboxes on E-Signature Documents

You can now place a checkbox on a signature document and set it to "Dynamic" instead of "Manual." A dynamic checkbox isn't ticked by the signer — it auto-checks based on the client's earlier answers. Set a condition like "if Plan equals Premium" and the box checks itself when the condition is met; if not met, the box doesn't appear on the document at all. No empty box left behind on a signed PDF, and the signer can't override it.

8. Cloud Storage Uploads Now Fail Loudly, Not Silently

If your Google Drive, Dropbox, Box, or pCloud (new provider, US + EU) connection quietly expired, every new upload was silently going to 360Onboard storage instead — and you had no way to know. The file was safe (360Onboard storage as fallback), but the integration looked like it was working when it wasn't.

That's fixed. Settings → Integrations → Cloud Storage now shows a clear warning with a one-click Reconnect button when syncing is failing. Files still never get lost — the difference is that the failure is now visible, so you can actually fix it.

pCloud is a new provider. Both US and EU datacenters are supported.

9. Cross-Account Flow Sharing

You can now hand off one of your onboarding flows to someone on a different 360Onboard account.

• Open the Share action on any flow card, enter the recipient's email, and set a password. We email them a link.
• The recipient opens the link, logs in, enters the password, and picks which of their workspaces to drop the flow into. It lands as a draft they can review and publish — their copy is fully independent of yours.
• The flow is copied complete: all steps, the workflow automation timeline, and signature routing carry over.
• Links expire after 30 days. Share the password separately from the link for safety.

This becomes really useful if you ever start building and selling onboarding flows — hand a buyer a clean, ready-to-customize flow instead of an exported JSON they'll fight with.

10. Smaller but Worth Flagging

• Deleting a client now removes their response too. The confirmation copy is honest about what it does.
• Client activity timeline is now a clean, chronological list of real milestones (opened, viewed each step with time spent, completed, resubmitted) instead of a repetitive wall of "Viewed" rows.
• Results page sorts by most recent activity reliably. Clients who actually opened their onboarding no longer show "Not opened."
• "Download response as PDF" is back for new flows too.
• Traditional Chinese (繁體中文) language option added alongside Simplified.
• Each workspace can run its own live custom domain. No more "enabling one disables the others."
• File upload fields now accept multiple files by default, with a clean side-by-side gallery on the results page, per-file Open/Download, a "Download all" zip button, and an in-page preview.
• Completion emails no longer send twice when the last step is an action step (email, SMS, API, webhook).
• E-signature and schedule steps can now require completion. Clients must sign / must confirm they've booked before they can continue. New flows default to required; existing flows are unchanged.

11. Two Things That Shipped Today

• PDF export: long links stay intact. When exporting a client's results to PDF, long links (booking links, file URLs, signed-document links) used to come out with extra spaces inserted in the middle. Long links now stay intact and copyable. They still wrap onto the next line when they're too long to fit, but the break happens cleanly at the edge of the line instead of inserting characters into the link itself.
• Questionnaire answers can now be pre-filled from a value or a variable. In the builder, each text-style field has an "Auto-fill" section where you can type a value or insert a variable like {{first_name}} or {{company_name}}. When the client reaches that step, the answer is already filled in — they can still edit it. The AI builder assistant now sets this up for you automatically for name/email questions, so clients don't retype what we know.

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As always — reach out if you notice any errors, any issues, any problems, and I'll take care of it.

—David

The entire Platform Access system in 360Onboard is live. Native one-click connections for the platforms that allow it, deep-link shortcuts for the ones that don't, and clean guided tutorials for the handful that still need a human touch.

This is the piece a lot of you have been asking about for months — getting client accounts connected without the back-and-forth email chains, the screenshare calls, the "can you send me a screenshot of where the gear icon is" nightmares. It was the single biggest blocker between 360Onboard and being the onboarding tool I actually wanted it to be. And it's done.

Here's the honest, full version of how we got here.

Why it took so long

If you guys know me, you know I'm a perfectionist. If it's not perfect, if it doesn't look a certain way or act the way I want it to be, I typically don't want to push it out to the world. That was one of my biggest issues, and that's what happened here.

When I used to look at places like Leadsie and Connexify (Connexify being heartbroken at this point, but still), I assumed both of them offered one-click everything. Every platform. Every connection. Just magic.

I spent months trying to figure out how to offer Facebook Ads directly — like, actual OAuth. Every path I took was literally failing.

That's when I actually started digging in. Going through their flows. And I found that they don't have one-click for most of the things they do either. Yes, they have it for Facebook Pages, Google Ads, Microsoft Ads, and TikTok Ads, but apart from those, they don't really have it for the rest of the squad. Even Meta Ads itself isn't automated by them.

Essentially, I was killing myself trying to match a standard that didn't even exist. Once I realized that, the whole project changed.

Why Facebook Ads isn't one-click anywhere

Quick aside, because this comes up a lot.

Meta removed the direct app-to-Facebook one-click ad account connection about a year, year and a half ago. They killed the flow. Nobody — not me, not Leadsie, not Connexify, not anyone you've used before — can do true one-click Facebook Ads onboarding anymore. It's gone.

So when you see a competitor "doing it," what they're actually doing is the same thing I'm doing now: a deep link, a guided step, or a manual share. There is no magic version of this anymore. I had to make peace with that.

How I actually fixed it

Once I stopped chasing a perfect that didn't exist, I studied the real pattern across every platform. And the rule became really clear:

Automate when possible. When it's not possible, build deep links so the client barely has to do anything. And if deep links are the best you can do, write very simple, quick, descriptive guided tutorials so they're never lost.

That's exactly what I built. End result: your client really doesn't have to do anything except sign in and pick the accounts they want to share. Google Business Profile and a couple of others still use short manual guides because of how those APIs are gated by the platform itself. Everything else is either OAuth or a one-link shortcut.

What shipped

Native one-click OAuth — client signs in once, picks the accounts, done. We handle the rest.

• Google Ads
• Google Analytics
• Google Tag Manager
• Google Merchant Center

Deep-link plus light guided — client clicks one link, picks the account or fills in one field, done. No screenshots, no calls.

• Google Search Console
• Google Business Profile
• Meta Business Portfolio
• Meta Ad Account
• Facebook Page
• Instagram
• Meta Catalog
• Meta Dataset (Pixel)
• Shopify (collaborator code)
• Squarespace (contributor invite)
• WordPress (admin)
• GoDaddy (delegate access)
• Klaviyo
• Mailchimp
• HubSpot
• Yelp
• Snapchat
• Pinterest
• X (formerly Twitter)
• YouTube

You'll see what I mean the second you build a flow with one of these. It just works.

Full transparency on what's not done

I'm not going to pretend everything is perfect.

Google Business Profile OAuth. Works, but as a 3-step guided tutorial right now. Google has that API gated and we're waiting on their official green-light approval to flip it to a one-click flow. So not one-click yet — more like three clicks. Still simple, just not the standard I want long-term.

Microsoft Ads, TikTok Ads, and LinkedIn. Not yet. Microsoft Ads and TikTok Ads are on the roadmap. LinkedIn specifically is held up because we don't have the scopes and permissions from them yet, but we're actively working on getting that approval. If you have a real client that needs any of these three in the next 30 days, reply to my email directly and I'll help you figure it out.

I'd rather tell you straight than have you discover it mid-onboarding.

Try it

Open any flow in 360Onboard. Drop in a Platform Access step. Pick the platform you want from the list above. That's it.

I told you guys I'll build one of the best onboarding platforms you've ever seen, and I'm still committed to that goal. The ones listed should fix 90% of the real use cases for a platform like ours, and I'll keep you updated on the rest.

As always — reach out if you notice any errors, any issues, any problems, and I'll take care of it.

—David

This month is all about automation. You can now react to anything that happens inside an onboarding flow without writing a single line of code.

Workflow Engine

Every step in your flow can now trigger automated actions when it's completed. Set up triggers, conditions, and actions to handle the busywork for you.

What workflows can do:

• Send custom emails
• Send SMS notifications
• Notify your team in real time
• Fire webhooks to other tools
• Branch on conditions (run different actions based on what the client did)

n8n-Style Workflow Builder

A full visual canvas for building your workflows:

• Outline rail and blocks for each action
• Inspector forms with friendly setup for emails, SMS, webhooks, conditions, and team notifications
• Run history so you can see exactly what fired and when
• Minimap with active glow + tooltips
• Instant insert and optimistic toggle/delete — the UI never makes you wait

Answer-Based Condition Builder

Build workflow rules directly from the answers your clients give. No formulas, no scripting — just point at the question and pick the answer.

WYSIWYG Email Template Builder

The email builder got a complete rebuild:

• Visual template builder with a gallery to start from
• Branding controls + sender configuration
• Variable insertion menu so you never have to remember syntax
• New V2 email pipeline with proper branding chain and reliable scheduled reminders

Improvements

• Friendlier validation messages in the builder — no more cryptic errors
• Sticky progress bar restored in the new client experience
• Duplicating a flow now correctly preserves workflows + signers

We've been heads down building, and there's a LOT to share. Let's get into it.

First Things First — Bug Fixes

We squashed a bunch of bugs this cycle, including some we didn't even know existed. That's on us.

But here's the thing — if you ever notice something off, please text us. We jump on bugs immediately. The faster we know, the faster it's fixed. Don't assume we already know about it. If something feels wrong, tell us. Seriously.

Bring Your Own AI Keys (BYOK)

You can now plug in your own API keys for AI models. We also added OpenRouter and Straico support — so you can talk to our AI using your own keys and your preferred providers.

In-Flow Messaging Widget

This one is huge. Your clients or employees can now send a message directly to your company while filling out an onboarding flow. There's a widget on the right side of each step — they type their question, you get it instantly. No more back-and-forth outside the platform.

Employee vs. Client Flows

You can now mark flows as employee flows or client flows. We noticed a lot of you are building onboarding flows for your own team, not just clients. Now you can organize and distinguish between the two.

Company Field — No Longer Required

We made the company field optional. If you're onboarding someone who isn't tied to a specific company — like an employee or a freelancer — you're no longer forced to fill that in.

CSV Export (Rebuilt)

Exporting responses to CSV wasn't as smooth as it should've been. We rebuilt it. Now it works the way you'd expect — clean, fast, and reliable.

MCP Support

360Onboard now has an MCP server. That means you can control it from your favorite AI clients — Claude, ChatGPT, and others. Manage your flows, check responses, all from the tools you already use.

Twilio SMS Reminders

You can now send SMS reminders to your customers via Twilio. Set it up, and your clients get a text nudge to complete their onboarding.

Pabbly Billing

For those of you in countries where Stripe isn't available — we added Pabbly Billing so you can still bill your customers through our platform.

One note: We'd love for you to run a test first. We've already done testing on our end, but if you want extra peace of mind, run a test transaction with a friend or reach out to me directly and we'll test together.

Box.com Integration

Everything from our platform can now be stored directly to your Box.com account. Another storage option for those who need it (joining Drive, Dropbox, and pCloud).

Dark Mode

Yes, it's here. Dark mode. That's it. That's the update.

2FA Security

You can now enable two-factor authentication on your 360Onboard account. Lock it down.

Analytics & Audit Trail

Full visibility into your onboarding flows — see exactly when someone viewed a flow, when they completed each step, and the full timeline of activity.

Onboarding Complete Notifications

When someone finishes a flow, you now get a completion notification with a direct link to their responses. (There was a bug on this one too — fixed.)

Public Client Portal

A new themeable portal page that lists all of your public links in one place — perfect for sending one link instead of many. Gated behind an active custom domain so it's truly yours.

Conditional Step Navigation

Your flows can now branch at the step level based on how clients answered earlier questions. Skip steps, route down different paths, build truly adaptive onboarding.

Unsplash Image Picker

Search and insert beautiful Unsplash photos directly inside the builder — no more downloading and re-uploading.

New Step Layouts

Two new layouts for prettier flows:

• StepDashboard — app-shell layout with a 2-column grid
• StepTwoColumn — left column becomes a hero image panel

Dashboard Redesign

Brand new dashboard with stats, an activity feed, and redesigned hero-style flow cards with a stats strip and overflow menu.

Under the Hood: V2 Platform

Quietly, we also rebuilt huge parts of the platform from the ground up to be faster, cleaner, and easier to extend:

• New 3-panel flow builder with dedicated editors per step type and auto-save every 2 seconds
• DocuSign-style e-signature — real PDF rendering, drag-and-drop fields, multi-page support, multiline fields, 8 embedded Google Fonts
• AI Copilot redesign — diff preview before applying changes, process trace, redesigned actions popover
• 10-locale translation system — English, French, Italian, Spanish, Japanese, Russian, Korean, Norwegian, German, Chinese
• 1-click OAuth platform access with friendlier scope labels and deep-linking back to the right step

You'll see a one-click "Switch to V2" button on your existing flows. New flows default to V2.

We're moving fast and building what you need. If you have ideas, feedback, or just want to say hi — drop a comment below or shoot us a message. We're listening.

—David

A focused month — better billing options, a public API, and a much-improved e-signature experience.

Monthly & Annual Subscriptions (MRR)

LTD is still around, but if you'd rather pay monthly or annually, you now can. Plan changes go through the Stripe customer portal so you're always in control.

Public Response API + Docs

You can now pull onboarding response data programmatically. Full API docs included — perfect for piping data into your CRM, data warehouse, or internal tools.

E-Signature Builder Rebuild

We rebuilt the signature builder in stages over the month. The result:

• Better field properties and typography controls
• Smart field placement (no more pixel-pushing)
• Multi-page navigation while building
• Cleaner, faster client-side signing experience

Email Templates Redesign

Transactional emails got a fresh, more professional look across the board.

Archives

Old flows you don't need anymore can now be archived to keep your workspace tidy. They're not deleted — just out of the way.

Improvements

• Replaced our old support widget with a native 360Onboard one

We just shipped some massive new features to make client onboarding smoother than ever.

What's New

AI Agent Integration 🤖
Your new AI assistant can:

• Build complete onboarding flows automatically
• Read and analyze contracts
• Create custom contracts
• Analyze flow results and provide insights

While we are still working on the BYOK features, it's completely free to use on us during this first week, so enjoy it!

Cloud Storage Integrations ☁️
Clients can now upload files directly to your system via:

• Google Drive
• pCloud
• Dropbox

Stripe Payment Integration 💳

• Charge customer payments directly
• Built-in invoicing system
• Seamless payment processing

1-Click Account Access 🔐
The game-changer: Clients can now grant access with one click for:

• Google Analytics
• Google Tag Manager
• Google Merchant Center

We programmatically send AND accept invites on behalf of both you and your client. No more back-and-forth emails!

Coming Soon

• Google Ads (end of this week)
• Google My Business Profile
• Facebook integrations

Bonus Updates

• Invoicing is live – manage billing directly in 360onboard
• Company name now optional – perfect for onboarding individuals, not just businesses

We've added public Roadmap and Changelog pages so you can see what we're building and what's new.

• Roadmap – View planned, in-progress, and completed features. Submit feature requests.
• Changelog – Product updates, new features, improvements, and fixes in one place.

We've shipped several improvements to make client onboarding smoother and faster.

What's New

Language Support

• Added Chinese language support

Performance & Reliability

• Fixed bugs and optimizations
• Improved app speed
• Enhanced SMTP email delivery

New Features

• Internal Steps – Add internal steps to collect client information before sending them their onboarding flow
• Email Controls – Turn off email notifications per flow
• Multi-Signer Waiting Room – For flows with multiple signers, if someone tries to access their link before their turn, they see a waiting room message

Enhanced Email Notifications

• After all signers complete their signatures, everyone automatically receives an email with the fully signed document
• Get notified via email when onboarding is completely finished

Enhanced Experience

• Improved confetti celebration animations

Two powerful new features just shipped.

Custom SMTP Integration

You can now connect your own SMTP server to send emails directly from your domain.

• Send onboarding emails from your actual business email
• Improve deliverability with your established sender reputation
• Maintain complete brand consistency in every client interaction
• No more "via 360onboard.com" in email headers – your clients only see emails coming from you

Expanded Language Support

We've added even more languages to our multilingual themes:

• English, Français (French), Italiano (Italian), Español (Spanish), 日本語 (Japanese)
• Русский (Russian), 한국어 (Korean), Norsk (Norwegian)

Now you can deliver truly localized onboarding experiences to clients around the world.

We've been shipping like crazy based on your feedback. This might be our biggest update yet.

New Features

1. Multilingual Theme Presets – Your flows can now speak your clients' language (English, French, Italian, Spanish, Japanese). Perfect for international agencies and global clients.

2. Celebrations – Make completions memorable with animated celebrations: confetti, fireworks, emoji rain, sparkles.

3. Mark Tutorial Steps as Done – Clients can now check off tutorial steps as they complete them for easier progress tracking.

4. Dynamic E-Signature Fields – E-signature documents can now pull data from previous questionnaire steps. Example: Client selects "Premium Plan" in Step 1 → Their contract in Step 2 automatically includes "Premium Plan" in the document. The contract literally changes based on their answers.

5. "Change My Answer" Bug Fixed – Clicking "Change My Answer" now loads previous responses correctly.

6. Read-Only Fields – New field types for displaying information within questionnaires: info boxes and table columns. Perfect for pricing breakdowns, terms, or important information in the middle of forms.

7. New Settings Sidebar Layout – Redesigned for clarity and easier navigation.

8. Placeholder & Default Values – Set placeholder text and default values in questionnaires to guide clients and speed up form completion.

9. Robust Conditional Logic – AND/OR operators. Create complex, branching flows that adapt based on client responses. Show different questions, skip steps, or route clients down different paths automatically.

10. Duplicate Flows – Duplicate an existing flow and customize it. Huge time saver.

11. Public Links – You no longer have to assign flows to specific clients. Create public links that anyone can fill out and still get personalized onboarding.

12. Analytics & Client Activity Tracking – See exactly when clients open forms, complete steps, and make progress. Know who's engaged and who needs a reminder.

13. Custom Theme Text & Fonts – Modify text on themes and change fonts to match your brand identity.

14. Custom Text Fields in Signatures – Beyond signatures and names – add custom text fields for titles, dates, company names, or any other information needed during signing.

15. Multiple Signers – Sequential signing: when one person signs, we automatically send to the next signer, then the next. Perfect for contracts that need multiple approvals.

16. Bug Fixes & Design Improvements – Countless small details polished and bugs squashed for a smoother, more beautiful experience.

We've been listening to your feedback and shipping updates. Here's what's new.

Sensitive Data Steps (New Step Type)

Collect sensitive information with enterprise-level security built right in.

• Add a "Sensitive Data" step to any flow
• Clients are notified that their data is encrypted end-to-end
• Data auto-deletes 120 seconds after you view it (timer starts the moment you reveal the data – we enforce this on our end)
• Perfect for: bank account details, SSNs, API keys and passwords, any confidential client information

Better Results View

We've redesigned the results view to make it easier to find what you need and take action on client submissions quickly.

Improved Field Positioning

Fields now stay where you put them – no more jumping to the bottom of the list. Field types now match between the builder and sidebar for consistency.

Mobile-Friendly Flows

Your onboarding flows now look and work beautifully on mobile devices. Clients can complete everything from their phones without awkward formatting issues.

Menu Tooltips

Each flow menu item now has tooltips so you can quickly understand what each option does.

Account Deletion

Users can now delete their own accounts directly from settings if needed.

Incredible updates for 360Onboard – new features and fixes to make onboarding smoother and more powerful.

What's New

Conditional Logic – You can now make each form question dependent on another. Create dynamic, personalized onboarding flows that adapt based on your client's responses.

Save for Later – Your clients can now save their progress and complete the onboarding flow later. They can use either a password or magic link to pick up right where they left off.

Improved File Uploads – File uploads now work better than ever – smoother and more reliable for your clients.

Sticky Header – The header is now sticky on all client landing pages for easier navigation.

Modal Alerts – All browser alerts have been converted to clean, modern modals for a better user experience.

List Mode Default – The clients page now defaults to list mode for faster browsing and management.

Bug Fixes

• Fixed: Editing a flow no longer duplicates it – that bug is gone.