Follow up on the latest improvements and updates.

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November 6, 2025

new

Automations

Business App

Conversations AI

Partner Center

CRM

Now Available

Forms

Companies & Contacts

Capture Leads and Automate Follow-up with Forms

Build better forms, faster with the latest updates now available in Forms!
Create Forms for Any Occasion
Vendasta's drag and drop form builder makes it easy to create and publish forms for any purpose. From simple Contact Us forms to capture new leads, to forms for event registration or requesting a quote, Forms is available in Partner Center and Business App to help you engage customers. All submissions are logged in Conversations and your - or your SMB client's - CRM to ensure all details are captured and follow up can be personalized, automatically. 
What's New in Forms
From form creation to lead follow up, these latest updates help you build the workflows you want.  
Build Fast with Form Templates
Save time by starting with ready-to-use templates - including a new Acquisition Widget template
 - tailored to collect the information needed for a selection of common use cases.
Organize with Sections
Create multi-step or organized forms using sections. Perfect for longer submissions, this improves flow and completion rates by breaking forms into digestible steps.
Collect Files through Forms
Let users upload files directly in your forms. Documents and images are automatically attached to the contact and company record created from the submission, complete with an AI-generated summary
 of the uploaded file. Note: Users can only upload one file per submission at this time. The ability to upload more than one file with a submission should come available around mid. November 2025.
Automate with Ease
Create the perfect post-submission workflow for each form type. Set up automations from templates or from scratch in seconds, all without leaving the Form builder. Set form submissions to trigger actions such as:
Having your AI Chat Receptionist follow up immediately
Creating an account and Snapshot Report
Launching marketing campaigns
Assigning and notifying a salesperson
Activating products automatically
All of this is configurable in just a few clicks!
Why it's Important
These updates make Forms more than just a lead capture tool. With Forms, you can build processes that facilitate sales and experiences that delight customers, new and old.
Now you can:
Launch workflows faster
: go from capture to conversion in minutes.
Reduce setup time
 with templates and customizable design with AI or CSS.
Keep data accurate
 with all submissions logged to the CRM. Google Place lookups enrich company details automatically.
Automate follow-ups
 instantly through connected automations that deliver personalized outreach at scale.
Work smarter
, not harder: no technical setup required.
---
How to Get Started
Create a Form from a Template
In Partner Center
Go to Marketing > Forms > Create form
Browse, preview, and select a template.
Add fields or sections as desired.
In Business App
Go to CRM > Forms > Create form
Browse, preview, and select a template.
Add fields or sections as desired.
Add File Upload Fields
Click Add fields
 and search “File”
Drag to your desired location and click Save
Set Up Automations
Go to Automations
Select a template or start from scratch.
Review or add triggers (e.g., assign salesperson, start campaign)
Click "Save automation" and toggle it on
Want to learn more about Forms before getting started? Check out the Forms Overview.
---
FAQ
Q: Can I add these new features to existing forms?
Yes — update any existing form to include file uploads, sections, or automations.
Q: Where do uploaded files go?
They attach automatically to the contact and company record, complete with an AI-generated summary.
Q: What file types are supported?
Common formats like PDF, JPG, PNG, and DOC are supported. You can customize allowed types and size limits.
Q: Can I link my existing automations?
Absolutely — any automation triggered by that form will appear under its Automation tab
.
Q: Who can use it?
All users with access to Forms can start using these updates immediately.

October 29, 2025

new

Proposal Builder Sunsetting: Transition to the New Simplified Ordering Workflow

Effective December 1, 2025, Vendasta will begin retiring the legacy Proposal Builder tool.

Partners will have access to their proposals until February 3, 2026

, and can download them before this date. After February 3, Proposal Builder will be fully removed from Partner Center.

We encourage all partners to start using Vendasta’s new unified ordering workflow, which offers a better way to manage quoting, approvals, and fulfillment in one place.

What’s Changing

December 1, 2025:
Proposal Builder will no longer be available to new partners.
February 3, 2026:
Proposal Builder will be fully retired for all users.
Existing partners can continue viewing and exporting proposals until the final retirement date.

After February 3, Proposal Builder will be removed from Partner Center.

Why It’s Changing

Proposal Builder was originally designed to help partners create branded proposals. After careful consideration and feedback from customers, development efforts have shifted to streamline our ordering workflow. Much of the key integrated Proposal Builder functionality has since been moved to Vendasta’s ordering workflow, and now, Proposal Builder does not integrate with Vendasta’s orders or invoices.

The simplified ordering workflow now provides everything needed to create, customize, and send client-ready orders in one place. Partners can:

Select products and packages
Customize pricing, terms, and start or end dates
Attach PDFs or other collateral (including proposals created in Google Docs or other tools)
Send orders for customer approval and payment
Automatically trigger activation and invoicing

You can still include visuals by attaching your own custom proposal PDFs created in tools like Google Docs or Microsoft PowerPoint.

What to Expect

No new Vendasta partners will gain access if they sign-up after December 1, 2025.
Existing Vendasta partners can view and export proposals until February 3, 2026.
Support and bug fixes will end after the sunset date.

Why Use The New Simplified Ordering Workflow?

Simplified workflow: Create and send orders in a single step, without managing extra templates.
Modern tools: Use familiar document or design tools to build your proposals while keeping quoting and approvals in one system.
Improved consistency: Retiring Proposal Builder reduces confusion and ensures a smoother experience across Orders and Invoices.

What You Should Do

Start using the new ordering workflow in Partner Center.
Download any proposals you wish to keep before February 3, 2026.
Attach your own branded PDFs to new orders for a polished, client-facing experience.

If you currently use Proposal Builder, we recommend completing your transition as soon as possible.

Saying Goodbye to a Legacy Tool

Proposal Builder has supported many partners over the years, but as Vendasta focuses on modern, integrated commerce experiences, we are simplifying the platform to ensure a more consistent and reliable experience for everyone.

Thank you for helping us continue to make Vendasta simpler, smarter, and more powerful for your business.

October 24, 2025

new

Orders

Coming Soon

Commerce

Coming Soon: Gain More Control, Greater Flexibility, and Better Visibility over Packages

We’re excited to announce significant enhancements coming soon to give you more control over your packages and greater visibility into your revenue. These changes will roll out in phases starting later this month.
What’s Changing
Currently, when you added a package to an order, it appeared as a single line item with a total price. This meant that the individual items within the package — and their unique pricing — were hidden once the sale was complete, making it challenging to reconcile wholesale and retail data or track package performance at a granular level.
With the upcoming changes, all package line items and their unique pricing will be retained and visible throughout the order, invoice, and subscription lifecycle.
Note: Existing packages on current subscriptions, orders, and invoices will remain unchanged. The new functionality will apply only to newly generated retail subscriptions and invoices moving forward.
Key Benefits for You
These updates are designed to empower your team to customize packages to meet each customer’s needs, and facilitate financial transparency to ensure accurate accounting.
More Control Over Packages
Manage pricing breakdowns at the product level.
Set or edit the package name directly from an order.
Remove individual items from a package as needed.
Change editions of products within a package.
Look forward to creating custom packages on the fly directly from an order in future phases.
Flexible Display Options
Choose how package details appear to your SMB customers:
Show contents with no individual prices
Show contents with individual prices
Hide contents entirely for a simplified experience (the default experience)
Improved Revenue Visibility
See each package’s line items and their pricing at the order, invoice, and subscription levels.
Reconcile wholesale and retail subscriptions easily.
Release Timeline
We’re rolling these features out in phases to ensure a smooth transition:
Phase 1: October 2025
View individual line items in packages across orders, invoices, and subscriptions.
Customize how packages display to SMB clients.
Edit package names in an order.
Retire the creation of SOL numbers from orders.
Add weighted pricing* per item based on package total.
*Weighted pricing: All items in a package will have their own pricing and it will automatically be assigned to the line item based on the  retail pricing and product frequency
Phase 2: Late 2025
Control default item pricing for each package.
Add or remove package contents directly in an order.
Create new single instances of packages on the fly in an order.
Why This Matters
These updates are designed to improve your day-to-day operations by making packaging your products and services more transparent, flexible, and adaptable to your business needs.
You’ll gain better insight into revenue by item, more control over how packages are displayed to customers, and the ability to quickly tailor packages to suit unique customer scenarios.
Next Steps
The first phase begins rolling out in October, and we’ll keep you informed as each phase goes live.

October 23, 2025

new

Now Available in Marketplace: New Industry-Ready AI Workforce Recommended Packages

We’re excited to introduce new recommended packages in Marketplace, purpose-built for six key industries:

Take me to Recommended Packages

------------------------

Why this matters

AI-driven customer journey:
Each package, led by the AI Receptionist, shows how Vendasta solutions help businesses attract new customers (get found and chosen), convert more leads (capture every inquiry and close faster), and engage effectively (retain clients and build loyalty).
Faster time to value:
Ready-made assets such as AI prompt scripts, social posting plans, nurturing email campaigns, and plug-and-play automation templates with industry-specific tips make deployment quick and seamless.
Stronger retention & stickiness:
Bundling solutions into packages has been shown to improve client retention and long-term engagement, which is why these recommended packages are designed to maximize growth and reduce churn.

------------------------

How to get started

You can find these new packages directly in

Marketplace

Packages

Recommended Packages

. From there, simply:

Explore the package
for your vertical (Home Services, Pet Services, Automotive Services, Personal Services, Agent & Broker Businesses, or General Business).
Activate the package
to access the full set of ready-made assets and start customizing them for your clients.
Deploy with confidence
knowing the package is designed to help you demonstrate value quickly, grow client relationships, and scale your business.

Take me to Recommended Packages

October 22, 2025

new

Local SEO & Listings

Social Marketing

Automations

Conversations AI

CRM

Now Available

AI Workforce

Product Updates: 2025-10-22

Small but mighty updates across Vendasta are now available to help you and your SMB clients capture leads, automate common actions, track performance, and more.

AI Workforce

Customize an AI Chat Receptionist's lead capture flow by viewing and editing the default prompt in the "Capture Leads" capability.
Direct AI Chat Receptionists to monitor the conversation for additional fields to automatically log key lead data beyond name, number, and email to a Contact record. Set these fields - standard or custom in
AI workforce > AI Chat Receptionist > Configure > Capabilities > Capture Leads > Fields to capture from conversations > [add fields].

Note: Both of these updates are coming soon to AI Voice Receptionist too.

CRM

Trigger targeted, one-off automation actions across multiple records in seconds directly from the CRM with Bulk Actions. This allows you to quickly execute tasks like sending a follow-up campaign or assigning leads without building a full workflow in Automations. Learn more
Customize field names on forms without losing track of which fields they map to on CRM records with clear indicators of field origin.

Local SEO

Assign dedicated, unique URLs and phone numbers to Google and Facebook listings to tailor the customer experience improve campaign tracking. Learn more

Social Marketing

Add more posts on the fly when creating multi-post campaigns. Go beyond the preset options of 3, 6, 9, or 12 posts, up to a maximum of 20 posts per campaign, without having to start over. Learn more
View Instagram post engagement metrics via the new Instagram Engagement Graph.
Report post reach with new metrics available for LinkedIn and TikTok.

October 20, 2025

new

Notice: Google Q&A Feature Retirement – Effective November 3, 2025

In line with Google’s official announcement about retiring the Google My Business Q&A API, Vendasta will make corresponding updates across our products.
Starting on November 3, 2025
, the Google Q&A
 sections will be removed from the following areas within the platform to ensure our platform remains aligned with Google’s current integrations and supported APIs:
Standalone Reputation Management
Business App → Reputation Management
Multi-location → Reputation Management
Executive Report
As for Vendasta Services’ offerings, only the **Review Responses Plus** service will be affected by this change. Beginning November 3, 2025, Vendasta Services will no longer provide Google Q&A functionality within Review Responses Plus. All other features of this service will continue to operate as usual.
No action is required on your end — these updates will occur automatically.
-------------------------------------------------------------------------------------
Tips to Stay Connected with Customers
As you adapt to this change, there are new ways to maintain customer engagement through AI technology. We’ve shared insights on how AI Agents
 are becoming a more effective way to manage customer Q&A. Learn more in our latest blog post: Google Q&A Feature Retiring: What Businesses Need to Know
To help you preserve the value of your existing Q&A content, we recommend downloading your Google Q&A data before the retirement date. You can then repurpose these insights to train your AI Receptionist, enabling it to provide accurate answers to common customer questions and maintain a consistent experience. 
If you’d like our team to assist with this, check out our AI Receptionist Setup service.

October 16, 2025

new

Social Marketing

Now Available

Now Available: Get Smarter Social Comment Responses from Social Marketing's AI-powered "Suggest Reply" + Pexels Integration

More Context, Automatically 
Engage your social media audience effortlessly with the latest update to Social Marketing. Extra context is now available to the AI-powered "Suggest Reply," improving the quality and relevance of AI-generated responses to social media comments.
"Suggest Reply" now utilizes AI Knowledge and Social Post Instructions when generating replies.
To update context for social posts and comment responses, go to Business App > Social > Launch > AI Settings.
Why it's Important
Craft sharper, smarter replies:
 AI-powered replies with full context are more aligned and intelligent, crafted with a deep understanding of not only the post content and comment, but the responding business.
Ensure stronger contextual understanding:
 Each suggested reply is now more thoughtful and tailored, fitting the conversation seamlessly.
Maintain consistent quality:
 Users can expect coherent, relevant, and consistent replies across all interactions.
Increase efficiency:
 Replies will be generated faster and with higher quality, streamlining social media engagement for SMBs.
--------------------------------------------------------------------------------------------
Get Picture Perfect with Pexels
Never struggle to find the right image for social content again. Pexels imagery is available right in Social Marketing, providing direct access to a vast library of high-quality, royalty-free images, and streamlining your content creation workflow.
Why it's Important
Browse & select high-quality images:
 Easily access a wide range of stunning, royalty-free images from Pexels, perfect for enhancing your social media posts.
Save as drafts:
 Plan your posts ahead of time by saving selected images as drafts for future use.
Schedule & publish effortlessly:
 Complete your content planning by scheduling and publishing your social media posts, complete with eye-catching visuals.

October 15, 2025

new

Vendasta Services

Now Available

New Vendasta Services: Express Website Build and Animated Display Banners

Deliver more to your SMB clients, faster, with two new products from Vendasta Services. 
Launch a Professional Website in a Single Day with Express Website Build
Express Website Build delivers a fully functional, five-page WordPress website with professional design and mobile responsiveness, all within the same business day.
What's included
This turnkey website creation service includes: 
up to five essential pages (Home, About, Services, Contact, etc.)
a mobile-optimized layout 
lead capture form integration (up to five fields)
core SEO structure
one round of revisions
Each site also comes preloaded with Vendasta’s standard plugin stack for SEO, security, and backup. Optional add-ons for extra pages or consultations are available.
Who it’s for
Express Website Build is ideal for agencies and marketing professionals who need to launch small business websites quickly without sacrificing quality or credibility.
This new service provides an efficient solution for agencies seeking to fulfill urgent client requests, to pilot new offerings without adding in-house design burden, or to leverage website builds as an on-ramp to other digital solutions.
Pricing & Availability
$149 USD (one-time)
Available now in the Marketplace as Express Website Build
Requires WordPress Hosting Pro and 3-month Website Support
Same-day delivery
: Orders received with complete assets by 10:30 a.m. CST are guaranteed same-day delivery; later orders are completed the next business day.
Animated Display Banners — High-Impact HTML5 Ads for Modern Campaigns
Animated Display Banners delivers professionally designed HTML5 ad sets that capture attention and drive engagement more effectively than static ads. 
What's included
set of six animated HTML5 banners (built to IAB specifications and optimized for display across desktops, tablets, and mobile devices) 
static backup images
ClickTAG integration (if provided)
one round of revisions. 
fast turnaround: 48 hours after receiving client assets
Who it’s for
Animated Display Banners is best suited for agencies managing awareness or retargeting campaigns that require professional, brand-consistent creatives without the delay of traditional design workflows.
Pricing & Availability
$100 USD (one-time)
Available now in the Marketplace as Animated Display Banners
*Note: "Digital Ads: Creatives" is now called "Standard Display Banners" to align with this release. This update gives partners two flexible solutions for their clients’ display advertising needs, one for traditional creatives and one for dynamic HTML5 motion graphics.*

October 8, 2025

new

Reputation Management

Social Marketing

Automations

Business App

Conversations AI

Executive Report

Partner Center

Campaigns

CRM

Now Available

Now Available: Connect Shopify Stores to AI Receptionists

October brings a host of updates across Vendasta, most notably a new integration that has customers filling their shopping carts without ever leaving their conversation with an AI Receptionist.

AI Receptionists become Personal Shoppers with New Shopify Integration

Connect a business' AI Receptionist to their Shopify store to provide customers with a personalized shopping experience. No more searching, filtering, and scrolling through inventory, just direct links to the items that fit their criteria.

When connected to a Shopify store, the AI Receptionist can:

search the catalog to get available products matching shoppers' criteria
provide product details for shoppers' review
add items to a cart for the user
provide the link to the checkout page

Convenient, Conversational Commerce via Any Channel

Customers can shop and add to cart from a business's website, or any other channel connected to an AI Chat Receptionist, such as SMS, WhatsApp, phone, Facebook Messenger, or Instagram.

Connect in a Few Clicks

Just add the new Capability, add the store URL, and save - and it just works.

In Partner Center or Business App, go to
Administration > Integrations > Browse > Shopify > Connect > [paste in store domain] > Add connection.

Go to
AI Workforce > AI Chat Receptionist > Configure > Add a capability > Access Shopify > [select store from dropdown] > Save.

Learn more

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More Updates

APIs & Integrations

New integration: Kixie. Automate sales outreach and close deals faster by connecting Kixie directly to Business App. Learn more

Automations

Stop marketing campaigns mid-sequence for a contact when a condition is met (e.g., a meeting is booked or an email bounces) by adding "Pause campaign for Contact" or "Pause campaign for Company" actions to an automation.

Campaigns

Personalize messages faster with dynamic content fields that display as draggable “chips” with clearer styling, and support for dark mode.

Conversations AI

System-generated notification emails are sent from Business App with the professional sender name “Team at [Business name],” to ensure recipients recognize the sender.
Duplicate conversation threads for a single contact are prevented by intelligently detecting and linking SMS conversations with the same number that were created by web chat replies.
Conversations are not merged for security purposes. Anyone can say their phone number is ___, and if conversations were auto-merged, it would introduce a security risk: anyone on web chat could gain access to the conversation history of a contact by just saying their number is ___. To prevent this, the conversations are kept separate, but linked together in Business App so that the business can keep track of all conversation in one spot for a single contact.

CRM

Delete contacts, companies, and tasks in bulk within the CRM, saving significant time on administrative cleanup. To delete, navigate in Partner Center or Business App to
CRM > Contacts / Companies / Tasks > [set desired filters] > Select all > Bulk delete.
Maintain customized CRM filters and sorting with saved views, which are now saved to the database and persist across all devices. Just log in and your settings will load automatically.
Serve international users and clients better with field names, forms, and templates translated to the language set for the user.
Fine tune follow up and re-engagement campaigns and workflows with new, filterable fields "Last meeting scheduled" and "Last meeting completed" for contacts and companies.
Filter companies based on which products they do or don't have active, making it easy to create hyper-targeted lists for upsell or cross-sell campaigns.
Design forms instantly by simply uploading a screenshot or describing your brand for the platform to generate perfectly on-brand styles with AI-Generated Form Styles.
Streamline lead capture via forms that now support Smart Company Enrichment. Company information automatically populates the form when a user enters just the company name, saving them time and ensuring accurate data is submitted to the CRM.

Reporting

[Executive Report] Configure the order, and hide or show sections of the Executive Report on a market-by-market basis to focus client reporting on the services you provide.

Reputation Management

Get incredible insights on customers with review matching, which automatically connects new reviews to known contacts. Deeper context for every review, clarity on request conversions, and more personalized follow ups are just a few of the benefits delivered through this update. Learn more

Social Marketing

Publish to Clickable.bio pages with multiple images and videos without compatibility errors, allowing for richer Instagram content.

WordPress Hosting

Upgrade client sites to PHP 8.2 and 8.3 directly from the hosting dashboard for enhanced performance, security, and compatibility.

October 8, 2025

new

Reputation Management

CRM

Now Available

New in Reputation Management: Match Reviews to CRM Contacts

Get incredible insights on your customers with review matching, which automatically connects new reviews to known contacts. This upgrade gives you deeper context for every review, allowing you to measure the effectiveness of your review requests and follow up with customers in a more meaningful way.

How it Works

New reviews are automatically matched against customer data (name, email, phone), providing unmatched visibility into real customer engagement.

Why it's Important

Review matching gives you and your clients more context about who left each review, providing insights that can inform decisions, at both strategic and individual customer levels.

Know your reviewers:
Identify reviews tied to known contacts with high confidence.
Know what's working (and what's not):
Track how review requests convert into actual reviews or NPS feedback.
Know how to follow up:
Take smarter follow-up actions with full customer context.

How to Access

Navigate to Business App. Launch
Reputation Management > Reviews > Manage Reviews.
Matched reviews display a linkable name that connects to the contact's timeline.
Reviewer names in the review cards will indicate match status. If the reviewer's name is hyperlinked, the review is matched to an existing contact.

Click on a linked name to navigate to the reviewer's contact record in the Business App CRM. In the contact's timeline, you will see a Review Card with detailed review information, including the review, rating, source, and submission date.

Multi-location businesses can analyze request conversion across locations.

Navigate to
Multi-location Business App > Reputation > Requests.
View total request and response data.

Filter by Reviews or NPS to see how many requests result in each type of response.

Note: All new inbound reviews submitted on or after September 30, 2025 will be analyzed and matched with contacts. Historical reviews will not be matched.

Ready to get started? Find more details and FAQs

here

→