Blog/Author

Marlon Misra
Cofounder/CEO at Assembly
132 posts
September Highlights: Instant Bank Payments, Invoice Previews, and Multi-select Tags
In September, the Portal team focused on improvements to the Billing Module.
How To Become A Successful Account Manager At An Agency
Learn what you need to know to be a successful client management professional at a marketing agency.
Think Outside The Dropbox: Better Alternatives For Small Teams
Learn about Dropbox alternatives here.
August Highlights: Exports & Custom Fields
In August, the Portal team focused on support for exports across the entire set of Modules, custom fields, and stability.
Recurring Revenue Model Businesses: A Primer
Businesses have started tapping into recurring revenue streams, as renewable subscriptions are becoming increasingly popular for both consumers and businesses alike. Subscription businesses benefit from more predictable revenues and cash flow. Similarly, customers have started to invest in products as a service that come with an ability to invest month-to-month rather than locking into a long-term contract or paying a high upfront cost. Many sectors are picking up this business model, from cars
June Highlights: Custom Fields, CRM Filters, and Company Management
In June, the Portal team focused on making the CRM more powerful and improving the experience of managing client companies (which may have multiple associated client users).
April Highlights: Billing 2.0 and lots of improvements
In April, the Portal team focused on billing enhancements, user experience improvements, and infrastructure improvements that make the product run faster.
The True Value of Electronic Signatures (eSignatures)
Are you on the fence about using e-signatures, and want to be sure that they’re a safe, hassle-free option?
March Highlights: Client assignment, Help center, and Link sharing
In March the Portal team shipped client assignment, a help center, link sharing, and more.
February Highlights: Intake forms & Google Analytics
In February 2021, the Portal team shipped a comprehensive Intake Forms module, Google Analytics, and dozens of improvements and fixes.
January Highlights: eSignatures module & Module management
In January the Portal team shipped a comprehensive eSignatures solution. Unlike most eSignature products, our offering is tightly integrated with the rest of your portal. That means clients can now message you, share files with you, pay, and sign documents, all from one unified place.
December Highlights: Infrastructure month
In December the Portal team focused on infrastructure and performance. We shipped better domain management, made cross-product improvement to make the product work in real-time, and improved our notification infrastructure.