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ImprovedBrain

Contract and quote numbers stay aligned, even from Claude

When you reserve a number for a contract or a quote, the document you send and the record in Brain now carry the same number. Attaching the signed contract to a deal creates or links its record with that number, and a record created later reuses the number reserved on the deal instead of taking the next one.

Numbers can be set and corrected through the AI connector too, always with a reason that ends up in the company timeline. Brain refuses a number already used by another record, and you can list the numbers reserved on a deal and cancel the ones you no longer need.

Questions about this release? Talk to the team.
Contract and quote numbers stay aligned, even from Claude · Changelog · Nucleo