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What’s new in Replypad?

CHANGELOG

August 2, 2024

NEWAsset management.
  • Track customer devices and software assets.
  • Customize details such as product configuration, serial number, model, and more.
  • Manage warranty information.
  • Associate an asset with conversations about service issues.
  • View all assets associated with an account.
  • View device service history.

June 26, 2024

NEWQuickBooks integration.
Easily invoice customers for charges, time spent, contracts, and recurring contracts – either individually or in bulk.

Learn more

May 6, 2024

NEWBilling features – Part 3

  • Contracts & recurring billing.
    Handle recurring billing agreements with ease. Automate renewals, MSP contracts, time and material arrangements, “all-you-can-eat” agreements, and more.
    • Contract duration & recurring settings.
    • Manage the contract price and recurring charges.
    • Ongoing charging activity settings: what’s included, what’s allowed, and more.
    • Custom pricing: Manage custom prices and hourly rates.
    • Configure global discounts and exception rules.
    • Automatic renewal of contracts.

April 16, 2024

NEWBilling features – Part 2

  • Charges.
    Capture more billable time, and log and bill for parts used, products sold, and services provided. Custom prices and hourly rates are automatically applied based on the customer contract.
  • Time tracking.
    Track time spent on different tasks – whether billable or not. Log time while charging for services directly from the ticket to ensure that billing and time tracking are 100% accurate.

February 22, 2024

NEWBilling features – Part 1

  • Products & Services.
    Manage a catalog of all the products and services you offer, each with its own price or hourly rate settings.
  • User rates.
    Manage default hourly rates for users.

November 30, 2023

  • NEWConversation custom fields!
    • Tailor conversation details to your specific requirements.
    • Each custom field has a name and type, e.g., text or date.
    • Manage custom fields of a conversation directly from its sidebar.
    • Search conversations by any of your custom fields.

    User guide

November 14, 2023

  • NEWRecent searches.
    Easily run a recent search without typing anything. You can also pin commonly used searches to appear at the top of the recent searches list.

October 31, 2023

  • NEWTeam Notifications: Unassigned Conversations.
    Automatic notifications alert team members to newly received unassigned conversations associated with their team.

October 16, 2023

  • NEWTeam @Mentions.
    • Quickly loop all members of a team to the conversation as you type.
    • Your message is automatically pushed to all mentioned users and team members.
    • Team members automatically become conversation followers. They also become Cc recipients when posting a public reply.

    User guide

September 28, 2023

  • NEWDownload email messages.
    Save the original inbound email to a file (.eml) that includes the entire email message, including text, images, and attachments.

September 12, 2023

  • NEWSchedule conversations.
    Schedule when Replypad automatically emails your new conversation to the customer.

August 21, 2023

  • EnahncedInbound email.
    Smarter handling of ‘Reply-to’ addresses that differ from the sender’s (From) address.

July 31, 2023

  • NEWLight Users.
    Light users have limited permissions, yet, they can view information, collaborate with your team in Replypad, and provide subject matter expertise, input, and advice by adding internal notes to conversations.
    Light Users are free and available in select tiers.

June 28, 2023

  • NEWIntroducing Replypad’s user interface in another language: Hebrew.
    (This pertains to the app’s new optional language interface; Replypad can already handle content in any language.)

May 15, 2023

  • EnhancedBulleted and numbered lists in the message editor.

April 24, 2023

  • NEWTeams!
    Teams are groups of users. They help organize and manage conversations and user access. You can associate conversations with teams and generate reports on their activity.

    User guideAdmin’s guide

March 29, 2023

  • NEWAdvanced conversation search is now available in the app’s mobile interface on your phone or tablet.

March 21, 2023

  • NEWLatest conversations section under the account and contact pages.
  • Simplified message view of inbound email – Better table handling.

February 27, 2023

  • Reports: New conversation charts show totals by users.

February 22, 2023

  • NEWManage the account’s contacts as part of the account details page.
  • Easily navigate from the account details to the details page of any of its contacts.

February 20, 2023

  • Start new conversations with an internal message.

February 15, 2023

  • NEWAccount default followers.
    Automatically follow conversations with specific accounts.
  • Easily navigate from contact to their account.

February 9, 2023

  • NEWAccount default assignee.
    Select the user that will automatically get assigned to new conversations started by this customer.
    The accounts list shows the default assignee of each account.
    Filter the accounts list to see only accounts you’re the default assignee of.

January 18, 2023

  • Message editor – New text highlighting option.

December 28, 2022

  • Message editor – New text coloring option.
  • Message editor – Supports source code snippets – HTML, JSON, Javascript, anything.

December 5, 2022

  • NEWCustom fields!
    • Define different sets of custom fields for accounts, contacts, and users.
    • Each custom field has a name and type, e.g., text or date.
    • Manage data of custom fields under the account, contact, or user details page.
    • The conversation sidebar shows custom field data of the linked account and contact, letting you edit it directly.

    Learn moreUser guide

  • Default mailbox for new conversations. A new user preference.

November 7, 2022

  • Get visually alerted when adding Cc recipients not belonging to the conversation account.
  • Saved responses: For better organization and usability, you can now associate a saved response with conversation categories. The saved response will then become available based on context – the conversation category. A helpful option to use when your saved response library grows.

October 27, 2022

  • NEWContact popovers!

October 11, 2022

  • NEWCampaign Monitor integration.
    Grow your audience. Manage email list subscriptions right from your inbox.

    Learn moreUser guide

October 6, 2022

  • NEWMailchimp integration.
    Integrate Mailchimp with your inbox workspace to easily manage audiences and subscriptions within your inbox and the conversation context.

    Learn moreUser guide

September 28, 2022

  • Pipedrive integration enhancements – Deals!
    See deals information directly within the conversation sidebar. Details include the deal status, amount, associated pipeline, stage, and related notes. Jump to the deal details in Pipedrive in a single click.

    Learn moreUser guide

September 21, 2022

  • NEWRecent conversations app.
    See and access the full context right within the email conversation thread. Quickly see recent conversions with the linked contact or account within the conversation sidebar.

    Learn moreUser guide

September 15, 2022

  • NEWPipedrive integration.
    Access your customer’s information from Pipedrive within your email conversation in Replypad.

    Learn moreUser guide

August 8, 2022

  • Usability improvement where you can now move modal windows around.
  • Enhancements to live reports and charts.

July 20, 2022

  • Performance enhancements. The app has just become even faster!

June 21, 2022

  • Charts: New reporting charts added – Analyze conversation closing by dates and assignees.

June 14, 2022

May 16, 2022

  • NEW@Mentions
    • Quickly loop in teammates to the conversation as you type.
    • Your message is automatically pushed to all mentioned users.
    • Mentioned users automatically become conversation followers. They also become Cc recipients when posting a public reply.

    User guide

April 11, 2022

  • NEWSnooze!
    • You can now snooze conversations. Once snoozed, they’ll no longer show in your inbox unless a new reply arrives.
    • Snoozed conversations will automatically enter your inbox at the selected time.
    • A new Snoozed conversations list view gives you quick access to the conversations you snoozed.

    User guide

March 23, 2022

  • Inline images pasted directly into your reply message get inserted in a better and more user-friendly proportion.

March 8, 2022

  • NEWEmoji support!

March 1, 2022

  • NEWStructured conversation search.
    In addition to and together with the powerful free text search, you can run structured searches by account, contact, mailbox, priority, assignee, and more.

    User guide

  • The search field width is adaptive, showing wider automatically when the display allows.

February 17, 2022

  • Enhancements to saved responses.
    Inject saved responses to your messages while typing using the ; character and the list that opens right there, or – use the inset saved response toolbar option for a more advanced saved response search.

January 4, 2022

  • NEWScheduled replies.
    Schedule when Replypad automatically emails your reply to the customer.

    User guide

Earlier changes

There have been many previous updates and changes. However, we only started documenting changes in this changelog early in 2022. You can learn about all features in Replypad by visiting the documentation center or the features overview page.


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