What's new in Boots AI — curated release notes with every update.
v2.5May 27, 2026ProposalsPlatformSecurity
Live Progress Tracking & V2 Editor
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Live Progress Tracking — Watch your proposal build section-by-section in real time. No more waiting and wondering what's happening behind the scenes.
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Drag-and-Drop Editor (V2) — Reorder proposal sections with a simple drag gesture. Your proposal, your structure — no more locked templates.
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Attention-Based Pipeline — Deals now group by what needs your attention (hot leads, stale deals, ready to send) instead of rigid lifecycle stages. Spend your energy where it moves the needle.
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End-to-End Request Tracing — Every request gets a unique ID that flows from your browser through the API to the AI brain. When something goes wrong, we pinpoint the exact step — no more guessing.
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Enforced Content Security Policy — Upgraded from report-only to enforced CSP headers, blocking cross-site scripting attacks before they reach your data.
v2.4May 6, 2026IntelligenceProposalsPlatform
Upload Intelligence & Client Research Automation
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Upload-to-Proposal Pipeline — Drop an RFP, meeting notes, or any document. Boots extracts the deal brief, builds a client profile, and pre-fills a proposal — five steps that used to take an hour, done in under two minutes.
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Client Intelligence Runs — Boots now researches your clients automatically: scraping websites, extracting pain points, and surfacing competitive insights. Every finding gets a confidence score so you know what to trust.
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Approve/Reject Research Findings — Review each AI finding with one click. Approved findings feed into your proposals; rejected ones train Boots to do better next time.
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Real-Time Job Events — Background jobs (text extraction, AI research, proposal generation) now broadcast live status updates. No more refreshing to check if your proposal is ready.
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Dynamic Table of Contents — Proposal detail pages now auto-generate a sticky TOC from your sections. Jump to any part of a long proposal instantly.
v2.3April 30, 2026IntelligencePlatformSecurity
Brain Readiness & Integrations
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Brain Readiness Widget — A floating indicator shows how "trained" your AI brain is — services cataloged, brand voice set, client intel gathered. Hit 100% and your proposals write themselves.
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Brain Dashboard — A dedicated /brain page where you review, edit, and govern everything your AI knows about your business. Full transparency into what Boots is working with.
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Trust Surface Redesign — Inline editing, status pills, and a governance banner on every AI-generated element. You always know what was human-written vs. AI-suggested, and you can override anything with a click.
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OAuth Integrations — Connect HubSpot, Google Drive, QuickBooks, and Gmail. Boots pulls in your existing client data, documents, and communications to build richer proposals automatically.
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Proposal Command Center — A new /proposals/new hub showing all seven ways to create a proposal. Pick the path that matches what you have — a URL, meeting notes, a template, or a blank slate.
v2.2April 9, 2026ProposalsPlatformIntelligence
Trust Ladder & Collaborative Proposals
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Trust Ladder — A guided onboarding checklist that takes you from "just signed up" to "sending proposals" in five clear steps. Each step unlocks new capabilities, so you're never overwhelmed.
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CSV Client Import — Upload your existing client list as a CSV file. Boots maps columns automatically and imports hundreds of clients in seconds — no manual data entry.
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Collaborative Proposal Generation — Boots now asks for your strategic approval before writing. Review the proposed approach, suggest changes, then let the AI execute. You stay in control of the strategy; Boots handles the prose.
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Template Builder — Create reusable proposal templates from a chat conversation. Describe your standard engagement, and Boots builds a template you can apply to future deals with one click.
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Guide Tabs on Notes & Agent Flows — Step-by-step guidance panels appear alongside the Notes-to-Proposal and Agent-to-Proposal builders, so first-time users always know what to do next.
v2.1March 22, 2026PlatformIntelligence
Magic Onboarding & Landing Page Redesign
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Magic Onboarding — Paste your website URL and Boots scrapes it, extracts your services, brand voice, and ideal clients, then builds your AI brain in under 60 seconds. Zero manual setup.
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Smart Co-Founder Chat — The proposal builder now knows your business context. It references your services, pricing, and past wins when suggesting proposal content — like having a co-founder who remembers everything.
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Landing Page Redesign — A new split-screen conversational hero, pipeline activity strip, and integration showcase. Visitors see what Boots does in 10 seconds instead of scrolling through paragraphs.
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Lead Capture Pipeline — The landing page chat now captures qualified leads automatically. Prospects self-qualify through conversation, and you get structured lead data delivered to your inbox.
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Full Branding System — Upload your logo, set brand colors, and customize proposal footers. Every document that leaves your portal looks like it came from your firm, not from a tool.
v2.0March 9, 2026IntelligencePlatformProposals
AI Brain Pipeline & Stripe Billing
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AI Brain Pipeline — A multi-agent system (Context, Strategist, Writer, Reviewer) generates enterprise-grade proposals in under 60 seconds. Seven AI agents collaborate to research, strategize, write, and review — delivering work that used to take 3 hours.
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Brain Memory System — Boots remembers your wins, losses, and client feedback across proposals. Every deal makes the next one sharper. Your AI gets smarter the more you use it.
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Google OAuth — Sign in with your Google account in one click. No more passwords to remember for your proposal tool.
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Stripe Billing — Transparent subscription management with test mode for safe onboarding. Upgrade, downgrade, or cancel from your settings page — no emails to support required.
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Prospect Research — Before writing a proposal, Boots scrapes your prospect's website to understand their business, challenges, and language. Your proposals speak their language from the first line.
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PDF Upload & Text Extraction — Upload existing RFPs, SOWs, or contracts as PDFs. Boots extracts the text and uses it as context for proposal generation — meet your client where they are.
v1.0February 17, 2026ProposalsContractsPlatform
Platform Launch
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Proposal Builder — Create professional proposals from scratch or with AI assistance. Add sections for scope, timeline, pricing, and terms — then publish with a shareable link your client can view and approve.
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Contract Generator — Turn approved proposals into legally structured service agreements. Auto-populate terms, payment schedules, and revision policies from your org settings.
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Client Management — A lightweight CRM built into your proposal workflow. Track client details, communication history, and deal status without switching tools.
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Multi-Tenant Architecture — Secure, org-scoped data isolation from day one. Row-Level Security on every table ensures your data never leaks to another account — enterprise-grade security for small business pricing.
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Team Collaboration — Invite team members with role-based access (Owner, Admin, Member, Viewer). Control who can create proposals, sign contracts, and manage billing.
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Public Proposal & Contract Views — Share proposals and contracts via unique links. Clients see a polished, branded view — no login required to review and approve.
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