2026-04-27 Proof Release Notes DEPLOY-1304

Audience: Everyone

Shipping Date: April 27, 2026

Enhancements

Self-Serve Upgrade to Business Pro+

Business Pro users can now upgrade to Business Pro+ directly within the Business portal by entering a credit card — no sales call required. The upgrade is immediate, billed at $199 per month, and unlocks additional features including advanced transaction forms, custom branding, and IHN support (if selected). To discuss Business Premium plans and added benefits, contact Sales.

Audience: Business Pro and Pro+ owners and adminsRoles: Owners and AdminsGA

⚠️
Not available to NST, Title, Lender, or Premium/Enterprise customers. Premium/Enterprise customers remain on the existing upgrade UI.

Move Users Between Child Organizations in Command Center

Command Center owners, admins, and user managers can now move users between child organizations directly. From the User Management page, select a user and choose a new organization within your company tree to reassign them.

Audience: All Command Center customersRoles: Owner, Admin, User ManagerGA


Mixed Signer Requirements Enabled by Default

We’ve enabled the mixed signer requirements option by default in the transaction creation form UI. This allows senders to add recipients who only need to e-sign documents within transactions that also require notarization — helpful for scenarios such as counter-signing a notarized document with an e-signature.

This setting is on by default for all Notarize and Closing workflows and applies to draft and future transactions.

Audience: Business and Real Estate Premium, Business Pro+Roles: SendersGA


Fixes

Transaction Links Now Generated When recipient_group Is Passed with shared_inbox_email

If recipient_group is passed with a shared_inbox_email, transaction links will now be generated upon transaction activation. This is useful for customers who prefer to support signing experiences that originate from sources outside of Proof emails.

Audience: All (API change)Roles: AllGA


Updated

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