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Weekly Product Updates (Internal): August 31 – September 6
Internal updates to streamline SaasOptics profile creation, display bundle IDs in the Admin UI, and enable Everflow Plus bundle migrations.
We have updated our internal billing and account setup workflows to improve operational efficiency for our Finance, Sales, and Operations teams. These changes streamline SaasOptics profile creation, display bundle IDs directly in the Admin UI, and enable complete Everflow Plus bundle migrations.
- We can now view the bundle_id directly on the charge card and bundle card within the Admin UI Billing Tab, eliminating the need to extract the ID from the URL.
- We have decommissioned the SaasOptics lead source validation check during profile creation to prevent account setup blocks. The Order Form Lead Source Validation now only blocks submission if the field is empty, and any new lead source values will trigger an automated notification in the billing health Slack channel.
- Finance can now utilize a new billing item for the Everflow Plus Discount, enabling the complete migration of Everflow Plus bundles.
