Welcome to July 2024 release notes. Here is what is new: Workflows: we added automatic invitation reminders. These work both in Prospect and Client portal groups saving you time. you can use message templates as workflow reminders and inviations Contacts: The contacts list is now paginated, can be sorted and includes an “ID verification date” […]
New prices
Our Prices Are About to Increase by 10% We want to inform you that starting from August, our prices will increase by 10%. This decision has not been made lightly, and we want to provide you with some context and reasons behind it. Firstly, this is our first price increase in over two years. During […]
Our June 2024 release notes
Welcome to our June 2024 release note. This time we have had a major release adding several new exciting features. In particular, we continue to improve our sales, compliance and client portal tools. Here is the roundup: Quotes & Proposals We have enabled ‘hourly’ billing option in SalesFlows via the “Unit label” field. This […]
May 2024 release notes
We have now released: ability to automatically sum up values entered in a Grid widget in a questionnaire. To see how to set it up, follow these instructions. we improved the look and feel of our document viewer (and more improvements are coming) we introduced new permission levels that make it easy for you to […]