> ## Documentation Index
> Fetch the complete documentation index at: https://docs.firstquadrant.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# New onboarding

> Week 28, 2025 — July 7 to July 13

Getting started with FirstQuadrant is now more intuitive than ever. We've shipped a new onboarding process with a seamless step-by-step flow that guides you from registration through billing and setup. The signup and login forms now feature a refreshed look and improved accessibility for a smoother introduction to the platform. The onboarding journey automatically progresses as you complete each stage, helping you reach value faster—so you can get productive right away.

## Improvements

* The pricing page header now highlights a "14-day free trial," making it clear to new users what to expect.
* Customer actions in the admin view now display subscription status badges and a "Sandbox" column, providing instant clarity over account states.
* Navigation on the marketing site is more accessible with a new dropdown menu for Features and Resources—including keyboard navigation and audio feedback for an engaging experience.
* Button text and hover effects in registration and billing have been refined for better guidance and clarity.
* The onboarding dashboard now displays an improved image and reorganized button layout for a more appealing and functional interface.
* Billing forms now feature clearer button text ("Save payment method") and improved layout for easier payment setup.
* Organization membership visuals benefit from new icons, making status indications more recognizable.
* Enhanced routing in onboarding and downloads ensures a smoother transition between setup steps and faster access to the app experience.
* Placeholder text contributes to easier, self-explanatory form input throughout login and registration.
* Improved subscription buttons now direct users clearly to the billing page for easier upgrades or subscription management.
* Website URL handling in signup is now more robust, automatically formatting and validating entries for a frustration-free experience.

## Fixes

* Updating archiving logic now correctly handles activities related to stale deals, ensuring that workflows skip activities on deleted contacts as expected.
* Registration forms now reliably use and validate website URLs, preventing misformatted data and improving onboarding reliability.
* Fixed onboarding flow issues to ensure steps are skipped or completed only when appropriate, preventing navigation hiccups during account setup.

## Behind the scenes

* Introduced logging for subscription event webhooks, allowing organizations to automatically track notes for subscription cancellations and renewals within their records.
* Added backend support for webhook note creation on organization subscription events (cancellations, renewals) and onboarding stage changes for improved auditing and traceability.
* Integrated a DataTableDisplay component for richer data presentation in the customers admin view.
* Added new visual icons (IconInfoCircle, IconBox) for consistent styling across new UI components.
* Updated onboarding flow logic with a useFlow hook, supporting automatic navigation to the next step and more maintainable code.
* Refactored onboarding and subscription component routing and useEffect patterns to improve onboarding consistency and future extensibility.
* General documentation edits and auto-generated changelogs to keep release notes and product documentation up to date.