- FeatureGrowth plan — a new mid-tier between Team and Business: 4,000 documents a month included at £249, self-serve through Stripe Checkout.
- ImprovementRefreshed pricing across Team, Growth, Business and Enterprise, with lower per-document overage rates.
- FeatureLifecycle emails — automatic onboarding and account notifications keep you in the loop without logging in.
- DocsNew 'Create your first template' walkthrough in the help center — upload, bind tokens, preview, and publish.
changelog
What we shipped, in order.
Versioned, dated, and written for the people evaluating us. Older entries stay readable — buyers want to see velocity, not hide it.
- Feature/security — full trust statement covering hosting, identity, encryption, tenant isolation, audit, sub-processors, and compliance roadmap.
- FeatureDocEngine if / else if / else conditionals inside Word templates. Show or hide whole paragraphs and table rows based on record values.
- FeatureComparison operators in conditional guards (gt, gte, lt, lte, eq, neq) for numeric and string values, case-insensitive.
- DocsAuthoring guide updated with conditional examples, marker-placement constraints, and a sales-order walkthrough.
- Feature/help — customer-facing knowledge base. Install, authoring, billing, security, troubleshooting.
- Feature/contact-support — categorised intake with auto-attached diagnostics for faster triage.
- Feature/download/Templ8r.zip — public install-pack URL for the Dataverse solution and Word add-in.
- Feature/pricing — four published tiers (Pilot, Team, Business, Enterprise) with side-by-side feature comparison and FAQ.
- Feature/subscribe — Stripe-backed self-serve checkout for Team and Business tiers.
- Feature/book-demo — pre-bake-your-template intake form for 20-minute demos.
- FeatureBranded Word + PDF generation from any Dynamics 365 record, in a single ribbon click.
- FeatureMulti-hop relationship binding compiler — every path resolves in one Dataverse fetch, however deep.
- FeatureOutput lands on the originating record's timeline as a Note. Word, PDF, both, or zipped.
- FeaturePer-tenant data isolation by construction — JWT-claim-scoped DB queries and managed-identity blob paths.
- FeatureImmutable audit row per generation. Snapshot-pinned, exportable, survives template delete.