PDF Footer Now Shows Who Started, Edited, and Submitted a RiskProfile

RiskProfile PDFs now include a footer that tracks the full activity trail for each profile — who created it, who made edits along the way, and who submitted it for quoting. This information is automatically captured as your team works and displayed in a clean table at the bottom of every generated PDF. Creation source is labeled clearly: a staff member's name if they built it manually, or the channel if it came in through a QuoteForm, PolicyLink, or API connection. All editors are captured without duplicates, and the submitting user is recorded at the moment the profile is sent for quotes.

Allow PolicyLink to be Agent-agnostic

Allow the agent name and email to be hidden from the PolicyLink page in the same way that QuoteForms has options for.

Add archive and restore functionality for QuoteForms & PolicyLink

QuoteForms: PolicyLink: Restore Tab:

Default "Can we text you?" to Null

When a RiskProfile is created from another source the question, “Can we text you?” will come through as Null (or not answered) instead of pre-selecting "No”.

Fixed Bug Related to missing Address Line 2 with Property Data Prefill