The features and updates below will be releasing this Thursday, 8/6/26. Bug fixes and minor updates are released as they are completed throughout the week. Interested in taking a deep dive on different features in Rev.io? Check out our <a href="https://community.rev.io/c/rev-io-psa-webinars" target="_blank" rel="noreferrer" class="LexT__link">Power Hour webinar series</a>. <h3 class="LexT__h3" dir="ltr">Updates</h3><ul class="LexT__ul"><li value="1" class="LexT__listItem">Proposal templates can now be duplicated directly from the Proposal Templates list using the Duplicate option in the row actions menu, allowing you to quickly create a new template based on an existing one without starting from scratch. [66152]</li></ul> <h3 class="LexT__h3" dir="ltr">Bug Fixes</h3><ul class="LexT__ul"><li value="1" class="LexT__listItem">Customer notes now display formatted text correctly instead of showing raw HTML markup. [65747]</li></ul>

The features and updates below will be releasing this Thursday, 8/6/26. Bug fixes and minor updates are released as they are completed throughout the week. Interested in taking a deep dive on different features in Rev.io? Check out our Power Hour webinar series . Updates. Proposal templates can now be duplicated directly from the Proposal Templates list using the Duplicate option in the row actions menu, allowing you to quickly create a new template based on an existing one without starting from scratch. [66152] Bug Fixes. Customer notes now display formatted text correctly instead of showing raw HTML markup. [65747]

8.6.26 Release Notes

Rev.io Developer Portal

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