What's new in Pipefile

New features, improvements, and fixes on the Pipefile platform.

Q2 2026 · June

Improved

E-signature audit certificates

Improved audit certificates for completed signed forms with clearer signing activity and verification details.
Improved

Privacy and cookie controls

Updated privacy and cookie information, with clearer controls for managing cookie preferences.
Improved

Features page redesign

Refreshed features page with clearer product messaging and layout.
Improved

Error page experience

Updated not-found and service error pages with clearer guidance.

Q2 2026 · May

New

Signature types

Choose the type of signature required when setting up a request.
New

AWS Bedrock integration

AI features now run on AWS Bedrock for improved security and performance.
Improved

AI assistant redesign

Smoother experience and a cleaner interface when using the AI assistant.
Improved

Date picker improvements

Better UI and usability when picking dates in forms and requests.
Fix

Microsoft 365 export

Resolved a conflict error when exporting files in bulk to Microsoft 365.
Fix

Clio multi-region support

Clio integration now works correctly for all regional accounts.
Improved

Login and password reset forms

Cleaner design and better error messages on the login and password reset pages.
New

Post-download modal on template pages

After downloading a template, users are guided toward next steps.

Q1–Q2 2026 · March – April

New

Multi-signer

Send a single request to multiple signers, each with their own role, color, and signature fields. Track completion per signer.
New

AI + multi-signer integration

The AI assistant can now generate forms with multiple signer roles built in.
Improved

Form builder shortcuts

Keyboard shortcuts and a cleaner delete action speed up form building.
Improved

Homepage redesign

Refreshed homepage with updated messaging and layout.
New

Team admin: edit user details

Workspace admins can now edit team member details directly from the admin panel.
Fix

CJK character rendering in PDFs

Fixed an issue where Chinese, Japanese, and Korean characters weren't rendering in the PDF viewer.
Fix

Explicit signature voiding flow

Voiding a signature now follows a clear, intentional confirmation step.
Fix

Search in Trash

You can now search for requests that have been moved to the trash.

Q1 2026 · January – February

New

Resumable form sessions

Clients can leave a fillable form mid-way and pick up exactly where they left off.
New

AI assistant for forms

Use the AI assistant directly inside the form builder to generate and edit fields.
New

AI-powered onboarding

New users are guided through setup with an AI-powered onboarding flow.
Improved

Settings pages redesign

Account and workspace settings have been reorganized for clarity.
New

Multi-line and combed text fields

Forms now support multi-line text areas and evenly spaced combed fields (common in government forms).
Improved

Pricing page comparison table

New detailed feature comparison table on the pricing page.
New

FAQ page

A new FAQ page covering common questions about Pipefile.

Q4 2025 · October – December

New

Auto file export to storage integrations

Automatically export completed request files to your connected storage (Google Drive, OneDrive, Box, etc.) without any manual steps.
New

Zoho WorkDrive integration

Connect Pipefile to Zoho WorkDrive to sync completed files.
New

Bulk export requests

Export multiple requests and their files in a single batch operation.
New

Rotate PDF pages

Rotate individual pages within a PDF directly in the viewer.
New

PDF form addendums

Overflow data from fillable PDFs automatically flows into a clean addendum page.
New

Document collection landing page

New public landing page explaining Pipefile's document collection capabilities.
Improved

Navbar update

Refreshed navigation for both logged-in and logged-out users.
New

API documentation page

A new in-app API docs page for developers integrating with Pipefile.
New

Customer stories hub

Case studies and customer stories are now showcased in a dedicated section.

Q3 2025 · July – September

New

AI form builder

Describe a form in plain language and the AI builds it for you — fields, types, and structure included.
New

AI assistant: template creation

The AI assistant can now create and save reusable request templates.
New

AI assistant: pre-fill from existing data

The AI can pull client data from prior responses to pre-populate new forms.
New

Clio integration

Connect Pipefile to Clio to sync files and folders directly from completed requests.
New

Google Drive file picker

Browse and select folders from Google Drive directly inside Pipefile when setting export destinations.
New

Shared drives support

Google Shared Drives are now supported as export destinations for teams.
New

OCR support

Scanned documents are now processed with OCR, making text searchable and extractable.
New

Word to PDF and JPG to PDF tools

Free conversion tools available on the Pipefile website — no account required.
New

Secure upload portal landing page

A new public page explaining Pipefile's secure upload portal for clients.
New

AI form builder: table support

Tables with column headers are now supported in AI-generated forms.

Q2 2025 · April – June

New

Draft autosave

File requests are automatically saved as drafts while you work, so nothing is lost.
New

Notification sequences

Set up automated follow-up reminder sequences for clients who haven't completed their requests.
New

Team member profile setup

Team members can now set up individual profiles including name and contact info.
Improved

Homepage refresh

Redesigned homepage with updated copy, layout, and social proof.
New

Lead forms: assign requests to team members

Incoming lead form submissions can now be automatically assigned to specific team members.
Improved

Checklist nav redesign

The left-side checklist navigation has been redesigned for clarity and ease of use.
New

Batch review notifications

Get notified in a single digest when multiple files are ready for review, instead of one email per file.

Q1 2025 · January – March

New

SSO / WorkOS integration

Enterprise customers can now sign in using Single Sign-On via WorkOS.
New

Group invitations

Invite multiple users to a workspace group at once.
New

Bulk operations

Select and act on multiple requests at once — archive, delete, assign, and more.
Improved

Dashboard left nav redesign

The main dashboard navigation has been reorganized and given a cleaner look.
New

Export to PDF

Export a complete request summary — checklist, files, and responses — as a PDF.
Improved

Scanbot quality analyzer

The document scanner now rates scan quality and prompts clients to retake if the image is too blurry or dark.
New

Lock templates

Prevent team members from modifying specific templates by locking them.
New

Date range selector on dashboard

Filter your dashboard view by a custom date range.
New

Checklist sub-sections

Organize checklist items into labeled sub-sections for longer, more complex requests.

Q4 2024 · October – December

New

Fillable forms

Build custom fillable forms from scratch or upload existing PDFs. Clients fill them out in-browser — no downloads or printing needed.
New

Draw or type your signature

Signers can now draw their signature with a finger or mouse, in addition to typed signatures.
New

Document scanner (Scanbot)

Clients can scan physical documents using their phone camera directly inside a request.
New

PDF page reorder (free tool)

Rearrange pages in a PDF — available free on the Pipefile website.
New

PDF splitter (free tool)

Split a PDF into individual pages or custom ranges — free, no account required.
New

Free tools suite

Launched a suite of free PDF tools on the Pipefile website: merge, split, reorder, and more.
New

Algolia search

Faster, smarter search across your requests using Algolia full-text search.
New

File preview: audio, video, XLSX, DOCX

Preview audio, video, spreadsheet, and Word files directly in the request view — no downloading required.
Improved

Attachment viewer redesign

New in-browser attachment viewer with navigation, zoom, and a cleaner modal experience.

Q2–Q3 2024 · May – September

New

Zapier: reminder sent webhook

A new Zapier trigger fires when a reminder is sent to a client.
New

Webhook: file request opened

Get notified via webhook when a client opens their file request link for the first time.
Improved

Reorder templates

Drag and drop to reorder your saved templates list.
Improved

PDF rendering performance

Crisper, faster PDF rendering in the fillable form viewer using native page scaling.
New

HEIC file preview

iPhone photos in HEIC format can now be previewed directly in requests.
New

Shift-range select in file lists

Hold Shift and click to select a range of files at once in request lists.