Optivis CMSChangelog
What's new in Optivis CMS.
Everything that has shipped in Optivis CMS, the cargo management system for freight forwarders, newest first. Each line is one change you can use or rely on.
October 2026
- New
Tasks
A Tasks page, tasks on a shipment, and tasks due shown on My work, with an assignee, due date and priority.
- New
Teams
Group people into teams, assign shipments to a team, and see Mine, My team or Everyone on My work.
- New
Document versions
Upload a new version of a shipment document without losing the earlier ones.
- Improved
Loading that looks like the page
Pages show a placeholder shaped like their content while they load.
- New
Roles editor
Change what each built-in role can do, reset it, or create your own roles from plain-language permissions.
- New
Tax rates
Tax rates per workspace, filled in from your country's standard rates, with a default rate for new lines.
- New
E-mailing quotes and invoices
Send a quote or invoice to the customer with its PDF attached, and see every send on the document.
- Improved
An interactive tour of the job lifecycle
The Optivis CMS site shows a real shipment at each of the eight stages.
September 2026
- Platform
Room to grow
Uploads can be stored in S3-compatible storage, the app runs on two web servers, and reports can read from a database replica.
- Platform
Staff portal on admin.optivis.co
A separate portal for Optivis staff, with authenticator sign-in, staff roles and its own audit log.
- Platform
Browser, stack and load testing
Every release is checked with browser journeys, a full production stack test and a load test.
- New
Plans: Lite, Standard and Pro
A free Lite plan and two paid plans, with extra shipments billed at $0.20 each on paid plans.
- New
E-mail invitations
Invite people to your workspace by e-mail; they choose their own password.
- New
Data export and deletion
Download everything your workspace holds as one zip, or ask for the workspace to be deleted after 30 days.
- New
Support access only with your permission
Optivis support can open a workspace only when one of its administrators allows it, for 24 hours, recorded in its audit log.
- New
Billing, trials and the free plan
Subscriptions through Stripe, a 14-day trial with no card, a grace period, and a free plan instead of a locked account.
- New
Self-service sign-up
Sign up, verify your e-mail, import customers and vendors from a CSV, and load sample data to see every stage.
- Platform
Workspaces kept apart in the database
Row-level security in Postgres on every workspace table, and a test that tries every API route with another workspace's records.
- New
Your own workspace address
Each company works at its own address on optivis.co, and administrators can rename it.
- Improved
Change your base currency safely
Administrators can set the workspace's base currency in Settings.
- New
One job flow, from quote to paid invoice
Eight stages worked out from each job's data, the My work home page, a four-part shipment page, shipments created from quotes, and search across everything.
- Fixed
No more lost data
The shipment form saves every field it collects, containers survive transport edits, and issued invoices are locked.
- Fixed
Security fixes
View permissions enforced on every page, tracking links lock after repeated wrong PINs, and spreadsheet exports can't carry formulas.
- Fixed
Profit in mixed currencies
A shipment's profit converts charges in different currencies to the base currency before adding them up.
- Improved
Contacts and currencies
Customer and vendor contacts can be edited and removed, and the create forms offer your currencies.
August 2026
- Platform
Ready for production
A first-run setup wizard, database migrations, Docker images and security hardening.
Try the newest version today
Every workspace is on the latest release; there's nothing to install or upgrade.
Early access opens soon: a 14-day free trial of Pro, no card needed