Documentation

What is new in sync.d

Setup, integrations, troubleshooting, and the public roadmap. New here? Start with the setup guide.

Changelog

Every shipped feature and fix, newest on top.

v2.9November 2026
  • The default payment link and UPI ID in Settings now show on every invoice that has none of its own, in the PDF, the invoice email and the client portal
  • Invoice dates and new invoices now use your own time zone, so nothing shows a day early or late anywhere in the world
  • The booking calendar in the client portal shows the right month and day wherever your client is
  • Proposals now fit a phone screen instead of being cut off, and still sign and download as before
  • Turning off project digests in Automatic Emails now also stops the digest sent when a milestone changes
  • Sign-up links can open on the Free, Pro or Team plan
  • Long recordings no longer stop with "The file is not a supported audio or video format" on a later part. A part already waiting in your browser uploads when you press Retry in the recorder. Recorder 0.2.2 (download it again from Settings, Integrations) also keeps the last seconds of each part in that part
v2.8November 2026
  • sync.d now works for businesses anywhere. Tell it where you are based, and your dashboard, analytics, invoices and reports all run in your own currency
  • Proposals can be priced in any of eight currencies, on every proposal design and on the page your client signs
  • Outside India, name your own tax (VAT, Sales tax, GST), set a default rate, and it prints on all 11 invoice designs. Invoices with no tax show no tax rows at all
  • Outside India, invoice numbers read 2026/INV/1, and Indian tax fields and festival holidays are left out
  • Dollar, euro and pound amounts on PDFs now use normal grouping, such as $100,000.00
  • Rupee amounts in the client portal now use Indian grouping, such as ₹3,00,900.00
v2.7November 2026
  • Sign in or create your account with Google, with no password to remember. If you already have an account with that email, it signs you straight in
  • New Automatic Emails page in Settings: switch off recurring invoices, progress reports, project digests, meeting reminders, or meeting minutes. With recurring invoices off, each one waits as a draft for you to check and send
  • Invoice PDFs are fixed: long invoices now run onto extra pages with page numbers instead of being cut off, and the Premium, Minimal and Stripe designs no longer export as a solid colour page
  • Every invoice design now prints everything you fill in: the client address and GSTIN, the contact person, your full bank details including account holder and branch, UPI, pay link, notes and HSN. Recurring invoices carry the client address and GSTIN too
  • No logo? Every invoice design now shows your company name in its place, in the same font as the rest of the design, instead of an empty space
  • You can now take the signature off your invoices. The switch is in Settings under Branding, and on the invoice form next to Show PAN
  • Better use of space on invoices: a short invoice now spreads evenly down the page, and fuller ones are more likely to stay on one page
  • Invoice fixes: Onyx prints your invoice number exactly as written and shows the real project name, Slate shows your real payment details instead of stock terms, and labels with nothing after them are gone
  • Every proposal design now prints your whole proposal: your logo, the Problem and Solution sections, deliverables, custom pages, all your terms, and both signatures on the signed copy. Prices and text no longer overlap in the PDF
  • Stock text is gone from the Maya proposal design. It now shows only what you wrote, and it no longer draws a pretend signature when you have not added one
v2.6October 2026
  • Short videos for each setup step: adding your business details, sending your first invoice or proposal, and inviting a client to their portal, plus what to set up next and how the plans compare. They are at the top of the Setup guide, and the step you are on plays from your dashboard
  • New accounts get a few short setup emails, each with the video for their next step. Stop them from the link at the bottom of any of them
  • Cancelling now asks one question, why you are leaving, and shows a fix that fits, such as moving from Team to Pro. Cancel stays one click away, and nothing is deleted when your plan ends
  • Short emails when something looks stuck, such as a client you bill by hand every month or a signed proposal with no invoice, each pointing to the fix. Stop them from the link in any email
  • If a card payment fails, the account owner gets an email with the last day to pay, a reminder, and a final notice, plus a bar in the app with a button to update the card. The plan keeps working until that day, and nothing is deleted if the account moves to Free
  • Proposals from an account without a logo or cover image show your business name in their place
  • The plans on the Billing tab sit two to a row on laptop screens, so nothing is squeezed
  • The project cost estimator now treats profit margin as a share of the quoted price, so a 20% margin really keeps 20%. It used to add 20% of cost, which is a 16.7% margin
  • Three new free tools: a GSTIN checker, a finder for all 567 GST SAC codes, and an MSME late payment interest calculator for clients who pay after 45 days
  • Put any of the free calculators on your own website. Each tool page has the embed code to copy
  • New guides at sync.digithinktech.com/guides: GST for freelancers, invoicing clients abroad under LUT, the GST invoice format, freelance rates, margin vs markup and writing proposals
  • Short videos now open the setup guide and the proposals, client portal, meetings and invoices guides. On a phone they play in a tall format that fills the screen
  • Delete a meeting recording with its transcript and minutes from the Recordings panel. The files saved to your Google Drive go too, and tasks made from the minutes stay
  • Set your working days and hours in Settings, Hours & Holidays. Clients can only book inside them, and weekends are closed by default
  • The GST calculator and your default GST rate use the current rates: 0%, 5%, 18% and 40%, plus the special rates for gold, silver and diamonds. Older 12% and 28% invoices are unchanged
  • Meeting reminders, project digests, recurring invoices and progress reports now go out even when you use the default sync.d sender
  • A recording that stops partway through processing now restarts on its own within about half an hour
  • The Status page shows real checks of the app, sign in emails, Google Calendar and AI, run every 15 minutes
  • Sign in links, password resets and welcome emails are delivered reliably again
  • Sign in links and client project links open a short page first. Press Continue to sign in. An expired link now says so on the sign in page
  • Session Duration in Settings now sets how long a sign in lasts. If you signed in by email link and have no password yet, you can set one in Settings
  • Members no longer see client TDS details, internal client notes or team hourly rates. Only owners and admins can change a team member's email or remove them
  • Only owners, admins and the person themselves can connect or disconnect a team member's Google Calendar, and deactivating a user signs them out everywhere right away
  • Portal teammates without Recordings or Files access no longer see meeting minutes or the project folder
  • Questionnaires now have their own private link, separate from the proposal link
  • A client who already uses another agency's portal can now be invited to yours, and the portal uses your brand colour
  • Invoice PDFs are much smaller and faster to create
  • Invoice numbers always run in date order. A new invoice cannot be dated before the latest one in its series, and sync.d tells you which invoice sets the date
  • Cancel an invoice from its status menu. It keeps its number, stays on your CA report marked cancelled, and leaves your totals. Sent or paid invoices can no longer be deleted, so no number goes missing
  • One click PayPal links are paused while we fix how PayPal payments complete. Paste your own PayPal.me link, or use Polar or Wise
  • Proposal, invite, reset and meeting links no longer load analytics, and every page uses stricter browser security rules
  • Get the recorder extension from Settings, Integrations. Version 0.2.1 stops uploading a recording you deleted
v2.5October 2026
  • Feature request board: ask for what you need, vote on what others have asked for, and follow each request from under review to shipped
  • The Export CSV on the Reports page now includes GST charged to clients without a GSTIN, which it previously left out
  • Every proposal design now shrinks long sections to fit the page instead of cutting them off, and keeps images undistorted in the exported PDF
  • Team members you invite now work in your workspace, with your clients, projects and plan
  • New meeting recorder version: download it again from Settings, Integrations. Each recording is saved on your computer until it uploads, so a dropped connection no longer loses it
  • The recorder asks you to confirm that everyone on the call knows it is being recorded, and long meetings now stay together as one recording
  • Meeting minutes and transcripts go to your team first. Send them to your client when you are ready, or turn on automatic sharing in Settings, Integrations
  • Meeting reminders now go out about a day before each booked call
  • Bookings respect your holidays, team time off and business hours, and round robin only offers times when someone on the team is free
  • Invoices apply GST after any discount, and TDS is worked out on the amount before GST
  • Invoices with a part payment now show as Partially paid and stay in your Unpaid list
  • Your client's team members can open the projects you share with them and approve milestones
  • Change your password from Settings
v2.4September 2026
  • IGST vs CGST and SGST is now decided automatically per invoice, from your registered state against the place of supply
  • Place of supply picker on clients and invoices, plus a manual tax-type override for edge cases
  • The Export CSV on the Reports page gained supply type, place of supply, and split IGST, CGST and SGST columns
  • Private per-client billing notes: record that a client deducts TDS, at what rate and under which section, without any of it printing on the invoice
  • In the default proposal design, long sections now shrink to fit the page instead of being cut off at the edge
  • In the default proposal design, images no longer stretch in the exported PDF, and screenshots crop from the top so the hero is visible
  • In the default proposal design, deliverables and website structure swapped columns so long page lists have room
  • Option to hide your signature stamp on a proposal, and italics removed from proposals
v2.3July 2026
  • Guided product tour for new workspaces on desktop, and one for the client portal
  • Help center inside the app with working search and expandable articles
  • Inline help tips on the pages that need the most explaining
  • Team availability and time off, with the project page flagging a lead who is away or a workspace holiday
  • Show and hide toggle on every password field
  • The meeting recorder extension is now available for Firefox and Safari as well as Chrome
  • Recordings not yet linked to a project collect in one place so you can assign them
v2.2June 2026
  • Sign in with a password or a one-time magic link
  • Free, Pro, Team and Enterprise plans, with a 15 day trial on Pro and Team
  • Client portal accounts: clients get real logins, and the primary contact can invite their own team
  • Choose which client contacts can see invoices and payments in the portal
  • Manager role, sitting between admin and member
  • First-run onboarding wizard, and Portfolio moved to its own page
v2.1June 2026
  • Recurring auto-invoicing per project and per client, with a day of the month, a run count, and automatic stop
  • Automatic progress reports per project, sent directly or held for team lead approval
  • Workspace holidays, shown to clients and blocked from booking
  • Custom proposal pages, and an Auto-invoice shortcut on each proposal to set up or send a recurring invoice for that client
  • Proposal questionnaire you can send to the client, with answers flowing straight into the proposal
  • Custom questions in the proposal builder, and proposal autosave
  • Invoice statuses simplified to draft, unpaid, sent and paid
v2.0May 2026
  • Invoice templates with a visual picker, and six proposal designs
  • Meeting recorder extension for Chrome, saving recordings to Google Drive against the project
v1.9April 2026
  • AI meeting summaries with action items
  • Client meeting reschedule and cancel from the portal
  • Theme toggle on the client portal
v1.8March 2026
  • Project messaging with @mentions, threads and reactions
  • Magic link client login with 30 day session
  • Client portal with project list and milestones
v1.7February 2026
  • Calendly style meeting scheduler
  • Google Calendar OAuth and freebusy availability
  • Round robin assignment, 24h reminders
v1.6January 2026
  • Project workspaces with milestones and status
v1.5December 2025
  • AI proposal generator with OpenAI and Perplexity
  • Shareable client links, no account required
  • GST compliant invoicing with PDF export

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