Iris Release Notes — June 5th, 2026

Export proposals straight to PowerPoint

Proposals can now be exported as a branded .pptx file directly from the proposal editor toolbar, with support for uploading your own PowerPoint template. We'll take everything in the proposal and craft into a beautiful, client-ready presentation. 

Manage your own Salesforce JWT certificate

Salesforce admins can now upload and manage their own JWT signing certificate from the Integrations settings page.

Filter project review to just "waiting on me"

Owners and approvers can now filter the project review screen to show only the questions waiting on their approval, instead of scanning the full list.

Bug Fixes

• Interview Agent handles HubSpot contacts correctly

  The interview agent better handles HubSpot contacts, including filtering out people who were only mentioned in an email rather than being real contacts.

• "Assign to Every Question" Participants Now Stick — Additional participants chosen under "Who else should we assign to every question?" were being dropped before generation, so only the Project Reviewer landed on questions. They are now preserved through generation across both the PDF/DOCX and Excel flows.

• Project Review Questions Stay in Order — Approving questions while a filter was active, then clearing the filter, left the list and "Question N" numbering scrambled. Questions now render in their correct, stable order.

• Confidence Scores Show Real Document Names — Confidence-score explanations referenced generic "Context N" labels instead of actual source document names. They now display the real file names.

• Synced Files Now Delete from Knowledge Map — Files deleted by a user were being re-added on the next integration sync (Google Drive / SharePoint). User-deleted files now stay deleted and are not reintroduced.

• Answer Library Imports No Longer Stick on "Processing" — Imports could hang indefinitely in "Processing." A scheduled sweeper now clears stale stuck imports and marks them with an actionable failure state.

• Multi-Answer Dropdown No Longer Shows "null" Entries — The multi-column / multi-answer picker displayed literal "null" rows from empty values. Those leaked entries are now filtered out.

• Proposal File Drag-and-Drop Now Works — The proposal file picker advertised drag-and-drop but dropping a file did nothing. Drag-and-drop now uploads through the same validation path, and the drop highlight no longer flickers.

• Removed Stray Code Fences from Responses — Generated responses occasionally contained a literal markdown code fence (```html) that the guardrail wasn't catching. It is now stripped correctly.

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