When we launched Membrain Quotes, our goal was simple, to bring quoting right into the sales process where it belongs.

And just in those few weeks, teams have been building, sending, and tracking quotes right inside Membrain, with fewer clicks and better visibility than ever before. We've also gotten a lot of feedback, and we now have a ton of updates that stems from that great feedback.

This release takes Quotes to the next level. Based on real-world use and direct feedback from you, we’ve introduced a series of improvements that make quoting faster, smarter, and more connected, across both desktop and Membrain Go.

Quote Process Tool: Create Quotes Directly From Your Sales Steps

A major upgrade for teams who want quoting deeply integrated into their workflows. You can now add a Create Quote tool directly into process steps, making it simple to create or link quotes directly from your sales process.

When setting it up, you can select a quote template during setup for consistency and to make it easy for everyone on the team to pick the right starting point. This gives sales teams a seamless quoting experience embedded right in your processes.

No switching views, no manual linking, just quoting in flow with your process.

More Personalized Quotes: Embedded right inside your process & templates

Quotes now support dynamic personalization using data from Sales Projects, Companies, and the contacts that are Stakeholders in this projects. That means project fields, company details, and stakeholder information (like name, title, and email) can automatically populate into your quotes, ensuring accuracy and reducing manual entry. Every quote becomes more personalized, more relevant, and less prone to error.

Quote Templates: Attachments, Layout Improvements & Preview

Quote Templates are more capable and easier to work with than ever before:

• Attachments in Templates: Add and organize attachments in Quote Templates, and have them automatically copied into new quotes created from that template.
• Document Category Moved: The “Document Category” selector has been repositioned in the left column for a more natural layout.
• Preview in New Window: You can now preview Quotes and Quote Templates in a full, distraction-free window to see exactly what your customer will receive.
• Maximize Rich Text Dialog: One of those small, but oh so nice improvements, editing descriptions or terms just got easier as you can now expand the editor for a better writing experience.

Quotes in Account Growth & Dashboards

Quotes are a key part of your revenue processes, and now you can connect to them easily in your revenue analytics. Product Revenue graphs in Account Growth and Dashboards now let you choose between Sales Project Products (default) and Quotes as two different sources of data.

This helps you visualize revenue across different stages, from forecast to done deal, giving sales leaders a clear and more accurate view of the pipeline and the revenue therein.

Membrain Go: View Quotes On the Move

Quotes are now accessible in Membrain Go, ensuring you can stay connected wherever you are.

• Read-Only Quote Details: Quickly reference key quote information from mobile, with a clean read-only view.
• Quote Viewed Notifications: Tap a notification to open the quote directly in Go.
• Attachment Access: View and download all attachments related to a quote directly from the Documents page.

This makes quote visibility and responsiveness seamless, whether you’re in the office or on the go.

Why This Matters

This release cements Quotes as a core part of Membrain’s sales platform. Deeply integrated, beautifully branded, and accessible everywhere. From templates and personalization to analytics and mobile access, it’s designed to make quoting easier, faster, and more aligned with how sales teams actually work.

Create. Personalize. Share. Track. Close.

Quotes in Membrain now do it all . And can I say it? They do it, beautifully.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Dashboards are at their best when they tell a clear, visual story, and sometimes that means combining big-picture views with more detailed breakdowns. With this release, you can now do exactly that.

Introducing the new Vertical Group component, which lets you stack 2–4 graphs vertically inside your dashboards. Combine larger graphs with smaller supporting ones, create side-by-side comparisons, or design layouts that put multiple KPIs in context, all without losing clarity.

What’s New

• Add 2–4 vertically stacked graphs in a single dashboard component
• Mix and match graph sizes for flexible layouts
• Combine Vertical Groups with existing components to build more sophisticated dashboards

Why It Matters

This enhancement makes dashboards more powerful and customizable, giving sales leaders the ability to:

• Monitor multiple KPIs in one view
• Put supporting data right next to headline metrics
• Coach more effectively with clearer, more contextual insights

Now you can tell a sharper story with your data and give your team the visibility they need to execute with confidence.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Software automation is most powerful when it truly fits the rhythm of your business. With this release, we’re introducing two key enhancements that give you greater control and flexibility when using Automations and Rules.

Schedule-Based Auto Enrollment

Auto Enrollment now supports a “Schedule” option alongside the existing interval-based setup. This means you can:

• Select specific days of the week, and
• Define exact times of day for enrollments to run

This makes it easier to align automation with your team’s workflow, ensuring that enrollments happen exactly when you want them to. With this update you can now do things such as:

• Run outreach sequences on weekdays only so prospects don’t get emails or tasks on weekends
• Trigger enrollments at specific times of day (for example, 8:30 AM) so they land when your reps are ready to take action.
• Align enrollments with campaign launches or events by scheduling them to kick off on exact days, ensuring flawless timing and coordination.

Business Days in Rules

In addition to the ol' classic minutes, hours and days, we’ve added “Business Days” as a new unit for time-based rules. Instead of counting weekends, Membrain can now help you:

• Automatically handle Saturdays and Sundays
• Trigger actions only on working days
• Ensure rules stay in sync with your team’s real-world schedules

This allows you to do things such as:

• Create a follow-up reminder 3 business days later so an email sent Friday triggers a reminder on Wednesday, not Monday.
• Ensure stage progression checks happen on business days only, so stalled deals are flagged when managers and reps are actually working.

Together, these updates give you more sophisticated scheduling patterns that reflect how teams actually work. No more unnecessary weekend triggers or awkward Monday cleanups, just buttery smooth, predictable automation that keeps sales momentum moving.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

In our last release, we introduced Quotes in Membrain, giving sales teams the ability to create, send, and track professional quotes directly inside their workflows.

With this update, we’re expanding on those foundations and adding refinements that make quoting even better. More flexibility, more branding options and easier to share. Many of these enhancements come directly from the feedback we’ve received, helping us improve where it matters most.

Quote Style Templates

Quotes should always reflect your brand. With Quote Style Templates, you can now define and use branded layouts that keep every proposal consistent and professional. As an admin, you can set these up in System Setup.

• Customize logo placement, size, and images
• Tailor backgrounds, fonts, and colors
• You can also set a default style template in the Brand Center

This ensures every quote feels polished and aligned with your company identity.

Export Quotes to PDF

You can now export any quote to PDF directly from the “…” menu found in the upper right-part when working on a Quote. The output mirrors the sharable web version as closely as possible and is optimized for digital sharing or printing. In certain sales scenario this is a clincher and we're happy to be able to offer this options.

Attachments in Quotes

Quotes often need supporting material, and now you can add attachments directly within a Quote. Upload, rename, sort, and download files alongside the main proposal. Clients receive everything in one place, making quotes more complete and reducing back-and-forth. Appendixes, terms of use, all that fine print that is key to ensure a Quote covers every criteria needed are all natural usecases for this capability.

Brand Center Enhancements

To support all these improvements to Quotes, the Brand Center has been updated and you can now add up to 10 brand colors and reorder them with simple drag-and-drop sorting to keep your color palette neat and organized. These expanded brand settings prepare the ground for more customization across Membrain, starting with Quotes.

This release builds on the recent Quotes launch by making them easier on the eyes, easier to share, and more complete. Together, these enhancements make Quotes an even more powerful part and a smoother experience of your sales process.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

In addition to the previously announced Quotes and upcoming Flow capabilities, this release brings a wave of improvements designed to make Membrain more intuitive, more precise, and more powerful for your teams. From sharper data visualization to clearer filters and smarter automation, here’s what’s new.

Filtering & Status Management: Cleaner, Smarter, More Accurate

We’ve overhauled project filters to make them more intuitive and actionable:

• Status Filter Update Across Project Types - A refreshed look and feel on the absolutely central "Status" filters in Membrain.
• New Won/Archived Reason Filter - Split from the old Status filter, you can now filter sales projects by Won and Archived reasons directly, with clear headers and options.
• New Disqualified Reason Filter for Prospects - Prospect disqualification reasons now live in their own filter, making it easier to review and act on disqualified leads.

The result is cleaner filters, less confusion, and more accurate reporting across prospects, sales projects, account growth, tickets, and flows.

Automation & Workflow Enhancements: Less Friction, More... Flow

We’ve streamlined how your teams work inside Membrain, from automation steps to document handling.

• Track Email Template Usage - Template usage in Automations and Process Events is now logged, so you can see when and where templates are applied.
  
  
  
  
  
• Personalized Tasks in Automations - Add dynamic placeholders in the Create Task step of Automations. Tasks can now auto-fill with recipient, project, or company info, making them more informative without manual editing.
  
  
  
  
• Multi-Select in Process Rules - Process Rules for next activities now support multi-select Types and Activity Types, increasing flexibility in how you design workflows.
  
  
• Documents: Add Links as Resources - The old “Upload Document” button is now “Add Document”, with the ability to upload files or create links. Links are treated as a new document type, making external resources easier to manage and share.
  
  

Custom Axis Controls for Graphs in Account Growth projects

Set your own min/max values on line, column, and bar graphs inside Account Growth projects. This helps you highlight meaningful data ranges without distortion, ensuring trend analysis stays sharp and relevant.

Together, these enhancements give you finer control over data visualization so you can interpret insights with clarity and confidence.

Need help with this updates? Head over to our Help Center,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Sales may be the heartbeat of your business, but it doesn’t operate in isolation. Marketing, Customer Success, HR, and Operations all play a critical role in driving growth. Too often though, they’re scattered across disconnected tools, Slack or Teams threads, spreadsheets and scribblings on a whiteboard somewhere. That’s about to change.

Membrain Flows is around the corner, and it’s designed to bring structure, clarity, and consistency to every team in your organization. From marketing campaigns and event planning to onboarding new hires and launching new products, Flows connects your strategy to execution, all inside a single, revenue-connected platform.

Imagine:

• Every task, every piece of content, every handoff living inside the process
• Teams aligned, no matter the function
• Visibility across the business, with work tied back to outcomes that matter

Quoting is one of the key daily activities in B2B sales, but for too long, it’s been happening outside of Membrain in disconnected spreadsheets, PDFs, or standalone tools.

This creates friction, slows down deals, and makes it harder to execute your sales process inside the platform where the rest of your strategy lives. That changes today.

We're launching Quotes, a native quoting experience right inside of Membrain. Sales teams can now create, send, and track professional, branded quotes directly inside Membrain. No more context-switching. No more chasing down the latest version. Just a streamlined quoting experience that keeps everything tied to your sales projects.

No more bouncing between tools. Whether you’re:

• Moving through a sales step,
• Reviewing a product list,
• Managing documents
• Looking at the global quote list

…you can now create and send quotes right where you’re already working. Some capabilities will be live as you're reading this, but we have more coming up!

Format and Send Quotes With Ease

Membrain Quotes is designed to be simple, fast, flexible, and professional:

• Simple settings and inputs for effortless design
• Reusable branded templates with logos, colors, and the right information
• Quotes that are always consistent, always on-brand

Once ready, you can share via email, direct link, or (soon) downloadable PDF.

Stay in the Loop With Real-Time Tracking

Every quote you send comes with built-in visibility:

• Get notified when a quote is viewed
• Track buyer engagement
• Keep leaders and teams aligned with full activity history in the project timeline

Find Every Quote, Fast

Membrain keeps your quoting process organized and searchable:

• Centralized Quote List with searchable IDs and filters
• View by all kinds of information. Filter by user, team or any custom field
• Always know what’s been sent, what’s outstanding, and what’s next

Why This Matters

By embedding quoting directly inside Membrain, we’ve removed one of the biggest sources of sales friction. Now you can:

• Keep momentum by quoting in the flow of your process
• Ensure consistency with branded templates
• Gain visibility into every quote created and sent
• Track outcomes and follow up at the right time

This is quoting the way it should be: seamless, simple, and fully aligned with your sales strategy.

Need help with this update? Learn more about Quotes here, head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

This update introduces a series of small but powerful enhancements across Membrain to help your team work smarter and stay focused on the right opportunities.

"People do buy from people" - Improvements to Contacts

• Make Default Contact Fields Required
  You can now make default contact fields (like Email, Position, Phone) required when creating a contact on both Desktop and Membrain Go.
• Hide Additional Contact Fields in Creation Dialog
  Admins can now hide the Title, Phone, and Mobile Phone fields in the contact creation dialog while still allowing enrichment suggestions.
  
  
• “Left Company” Option in Org Chart
  Quickly mark a contact as having left the company directly from the organizational chart’s menu.
  
  
  
• Local Time in Contact Preview
  See a contact’s local time at a glance in the preview dialog by hovering over any contact's name, with visual indicators for working hours.
  
  
• Set or Clear Contact Titles in Automations
  Automations can now update or clear the Title field for contacts, helping keep job role data accurate for targeted outreach and better lead prioritization.

Search Updates and Improvements

Global and Related Search now prioritize more intuitively. Perfect matches to what you search for comes first, then “starts with” matches, followed by “contains” matches for projects, companies, and contacts. You can also search for messages in the Sales Inbox by sender’s email address on both Desktop and Go. This helps find emails not just from "Steve", but from "steve@customer.com" just as easily. Very handy in some cases!

Weekly Goals Now Count Weekdays Only

Weekly Goals now spread evenly across Monday–Friday, making progress tracking more intuitive for activity-based targets.

Manually Save Emails from Sent Folder

Sales Inbox now includes an Import Other Email button, letting you save emails sent from Outlook or Gmail to Membrain even after sending. Great to be able to go back and save that one key email you missed saving at the time of sending.

Open & Click Counts in Sent Mail

Sent Mail now shows how many times an email has been opened or clicked, with distinct status labels for quick reference. Being able to easily see who has opened and clicked multiple times on emails you've recently sent is key to spot a highly engaged stakeholder.

Activity Subject in Process Step Tools

Activity tools in Process Steps now display the activity subject before the open/clear actions for easier scanning. Seeing things like the activity for appointments, subject line for emails instantly helps track key activities connected to your process steps.

New Filters for Owner or Contact

Filter Prospect, a Sales project, or an Account growth, and Tickets by Owner or Contact for faster targeting. Very helpful to see all the deals and projects you're working on at the same time, not just the ones you're the Owner of.

Need help with this update? Head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

In this release, we’re delivering a set of enhancements designed to give sales leaders, analysts, and managers more control, more clarity, and more flexibility when working with dashboards and performance graphs.

From deeper customization to smarter layouts, here’s what’s new:

Set Custom Baselines for Better Clarity

You can now set custom baseline and maximum values for line, column, and bar graphs. Whether you want to start your Y-axis above zero to focus on meaningful trends or lock percentage scales between 0% and 100% for consistency, you’re in control.This carries through to your PDF exports as well, keeping reporting clear and consistent.

New Levels of Flexibility in Performance Graphs

Performance Graphs now support both "Segment By" and "Show By" options. This means you can view your data by date, by user, or flip between them to match your analysis needs. Column, donut, and number graphs benefit from the new flexibility, while table graphs now support axis flipping for an even clearer view.

More Options in your Dashboard Grid

We’ve upgraded the dashboard grid from 6 to 12 columns for far greater layout precision. Now you can fine-tune component sizes to better fit your story. 

Whether you’re building compact data tiles or full-width visualizations, Membrain dashboards are ready for it. On top of that, the Y-axis resolution has doubled, giving you finer vertical sizing control for that perfect dashboard composition.

New Prospect & Project Insights in Activity Graphs

Activity Graphs now let you show by, segment by, and list by new contextual fields like "Stage", "Next Step and more. This update is also available in the activity list view, giving yet another dimension to your analysis of the activities of your team. This addition bring pipeline context directly into your activity analytics, helping you track where actions are happening in the sales process and identify where coaching or intervention might be needed.

Product-Level Insights in Revenue Graphs

Product Revenue graphs now include a dedicated "Product" field for better clarity and more precise analysis. You can group and filter by root product in both graph and list views, making it easier to see which products are driving results and adjust your strategy accordingly.

These updates put more analytical power in your hands—whether you’re fine-tuning a single chart, building a management dashboard, or diving deep into product-level performance.

If you want to explore these changes in action or see how they can elevate your reporting, reach out to your Membrain contact, contact us via the in-product chat, or reach out to us by email at support@membrain.com.

Tracking customer activity is one thing. Understanding it in context is another. With this release, Membrain makes it easier than ever to see, segment, and act on how engaged your prospects and customers really are.

A Clearer View of Interaction Quality

The new Activity Level and Engagement Level scores simplify complex interaction data into easy-to-read visual indicators. Whether you’re looking at a Prospect, a Sales project, or an Account growth plan, you’ll now see:

• Activity Score – The intensity and volume of your recent activities with that contact, company or account.
• Engagement Score – The resulting engagement. Is the prospect or customer opening that email? Are they replying? Are they visiting your website, viewing that content you sent them? Are they joining  conversations and meetings?

There is also a combined view where you can see both dimensions side-by-side, helping you instantly spot where activity is high but engagement is lagging. Or vice versa. 

This intelligent score also factors in time, so if exciting customer engagement has started to go quiet lately, the score will drop to reflect that. This update gives you the tools to consistently stay on top of your most important sales efforts.

Graph & Dashboard Support

To bring these scores to life throughout Membrain, we’ve added "Activity Level" and "Engagement Level" as "Segment By" and "Group By" options for bar, column, donut, and list graphs across dashboards and process views.

Now, you can visualize how activity and engagement vary across your pipeline, which segments are thriving and which need attention and much more. 

In Prospects, Sales project, and Account growth views and contexts, you can filter by Activity Level or Engagement Level. Options range from None, Very Low and all the way to Very High, giving sales reps a fast way to zero in on hot opportunities, or re-engage those at risk of going cold. 

A More Informative Timeline

These updates aren’t just about scores and charts. They also make the timeline of interactions clearer and more useful, so you can track patterns, compare performance, and take action with confidence.

Activity and engagement are the heartbeat of your sales process. With these new scores, graphs, and filters, you can measure that heartbeat and diagnose its health, ensuring you can make the right moves to keep deals alive and moving forward.

Need help with this update? Head over to our Help Center,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.