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Campaigns Pro, Onboard Pro, Sheets, and quotes in Invoices

Three new Pro Tools - offers people can claim, onboarding journeys and spreadsheets inside your site - and quotes and self-billing in Invoices.

By Darryl Waterhouse · · 3 min read

Three new Pro Tools reached the Marketplace this week, and Invoices learned to send quotes.

Campaigns Pro: offers people can claim

Send a message, or an offer, to groups of people from Contacts. An offer closes on a date or after a number of claims, whichever comes first. Each person can get their own link that claims once.

  • Schedule a send and it goes out at that time. If the server restarts mid-send, it carries on and nobody gets the email twice.
  • See what worked. Opens and clicks are counted for each campaign, with no cookies and no third parties, and links back to your site are tagged so Analytics shows where people landed.
  • Follow up with everyone, with those who did not open, or with those who did not claim. Test two subject lines against each other first.
  • Link an offer to a Shop discount code with Shopping Cart Pro.

Every email has a working unsubscribe link, and Campaigns Pro, Surveys and Onboard Pro share one opt-out list. More about Campaigns Pro.

Onboard Pro: a journey for every new starter

Onboard Pro progress for a New workshop starter journey: six people, two finished, the rest shown at the step they have reached

Welcome new staff, clients or members with a journey: read this, fill in that, sign here, then get an account. Each person gets a personal link by email, with no password to set up.

  • Steps can be a page or document to read, a form, their details, a task done elsewhere (which can be countersigned), a document to sign (with Docs Pro), or a site account that you approve.
  • Progress shows where everyone is. Tick or waive a step, see who has gone quiet, and send a nudge or automatic reminders. Due dates flag anyone overdue.
  • Insights shows each step's drop-off and the median time taken, with a CSV export.
  • Enrol automatically. Add someone to a contact group and they start the journey the next day.

More about Onboard Pro.

Sheets: spreadsheets inside your site

A Workshop stock 2026 workbook in Sheets: tools with stock, reorder levels, unit cost, stock value and a status column, with Refresh, Feed, Share, CSV and Excel buttons

Workbooks of up to 20 sheets, with formatted columns, sorting, filters and formulas (SUM, IF, AVERAGE, CONCAT and the rest), including formulas that refer to other sheets.

  • Bring your files. Import .xlsx, CSV or JSON, and export a sheet as CSV or the whole workbook as .xlsx. Print any sheet.
  • Live data. A fed sheet fills itself from Contacts, any collection, form submissions, Surveys, Campaigns Pro, Analytics or Shop orders and products, and refreshes when you ask.
  • Share a workbook to view or to edit, with one editor at a time.

More about Sheets.

Invoices: quotes and self-billing

Quotes have their own numbers and a valid-until date. Email one, and the client accepts by typing their name, with no sign-in, or declines with a reason. You are told either way. One click turns an accepted quote into a draft invoice, and the two stay linked.

Self-billing is for invoices you raise on a supplier's behalf under an agreement. They have their own numbers and print marked SELF-BILLING. You are reminded when an agreement is due for review. More about Invoices.

All four are Pro Tools. Tell us about your site and we will set them up with you.

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