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Deposit Invoicing, Pipeline View, Embeddable Forms, and More

All 12 roadmap items are now shipped: deposit invoicing via Stripe, a CRM pipeline view, embeddable intake forms for Pro and Studio, project-level member permissions, document version history, 25+ project templates, and AI that learns from your workspace.

Sensra Team

A significant batch of new features is now live: deposit invoicing, a CRM pipeline view, embeddable intake forms, project-level member permissions, document version history, an expanded template library, and AI that uses your workspace history to improve proposal drafts.

Deposit invoicing

After a client accepts a proposal, you can send a deposit invoice directly from the project. Payment is collected through Stripe Checkout — no external invoicing tool required.

  • Connect your Stripe account once from Settings → Connected apps.
  • From any accepted proposal, enter the amount, currency, and an optional description. Sensra generates a Stripe Checkout link tied to the project.
  • Invoices show as Pending, Paid, or Voided. Pending invoices can be cancelled at any time.

CRM pipeline view

A new Pipeline page shows all your projects in a kanban-style deal board. Projects move through five stages automatically: Lead, Discovery, Proposal sent, Active, and Closed. Use it for a quick weekly read on where every deal stands without opening individual projects.

Embeddable intake forms

Embed a Sensra intake form directly on your own website. Each submission automatically creates a draft project in your workspace with the submitted details as intake notes.

  • Create forms from the new Intake Forms section in the sidebar.
  • Copy the iframe snippet and paste it anywhere on your site. Domain allowlist controls limit which domains can embed the form.
  • Available on Pro and Studio.

Project-level member permissions

Workspace admins can now restrict Member-role teammates to specific projects. Members only see the projects they have been added to — useful for agencies where different staff work on different client accounts. Owners and Admins always have full access.

Document version history

Sensra automatically saves a snapshot of every proposal and scope of work each time its status changes. Open Version history from any document to see a timestamped list of snapshots and a diff of what changed between each version.

Expanded project template library

The template library has grown from 6 to 25+ industry-specific templates: brand identity, video production, SEO retainers, data analysis, app design, copywriting, IT support, event management, and more. Available from the Templates section.

AI learns from your workspace

Proposal generation now draws on anonymized signals from your workspace history — acceptance rates, revision patterns, and common proposal structures — as optional context when drafting new proposals. This is pattern guidance only; the AI never copies prior client details or overrides the approved project brief.