📣 Coperniq Changelog — 🌐 Web v2.90 (Dec 31st, 2025)

🆕 New (🧪 Beta)

📄 Document Templates (Beta): Create reusable document templates in Coperniq Web, with request + project fields.
🧑‍💻 Portal Documents (Beta): Share and access documents directly in the customer Portal.

🔥 Why this matters:

✍️ A DocuSign alternative for sales — generate + send signature-ready docs without bouncing between tools
⚙️ Workflow-native document automation — take repeatable docs (HOAs, permitting apps, interconnection apps, etc.), add them to your workflow, and Coperniq will auto-fill them from your project data so you can generate documents in seconds

✨ Improvements

🧾 Quote PDFs: Download quote PDFs even while a quote is still in draft.
🗂️ Projects & Requests: Default sorting now prioritizes time in phase.
📊 Portfolio: “Time in Stage” is now labeled Time in Phase, and shows consistently.
🔴 Invoices & Bills: Due amounts are now highlighted in red for faster visibility.
🔢 Invoice totals formatting: Improved readability with better number formatting.
📤 Larger API file uploads: Upload larger files via API using streaming.

🛠️ Fixes

👀 Smart View: Fixed issues where projects could disappear after a status change and where totals could show as 0.
🧰 Work orders: Fixed site selection behavior for clients with a single site.
🏛️ AHJ workflows: Fixed several cases where AHJ status/requirements didn’t reflect correctly.
🚪 Portal request experience: Fixed text wrapping in request dropdowns and portal preview edge cases.
💳 Payments onboarding: Fixed cases where Stripe onboarding could be blocked by logo upload timeouts.
📁 Files in forms: Fixed missing “Shared on Portal” badge for form files.
🖼️ Logo upload: Preserved logo aspect ratio when uploading.
💬 Comments: Fixed duplicate tagging display in comments.