Welcome to March 2024 release notes. We have quite a few new features we want to share with you. The biggest feature in this release is the Portal Dashboard Page or a Portal Home Page It transforms client experience. You can now publish a Dashboard that serves multiple purposes: publish a welcome message with your […]
Send Proposals to Prospects
We have now released Prospects, a new way to send quotes and proposals Prospects is a type of a portal group which lets you send quotes and proposales (“SalesFlows”) to users by email. You can create as many Prospect groups as you need Recipients do not need to have portal access. The proposals will arrive […]
MyDocSafe plug-in for Zoho projects has arrived!
You can now use MyDocSafe directly from your Zoho projects account to send documents for signing quickly and efficiently. The easiest way to start is to follow the instructions on our page or go directly to our listing in Zoho’s marketplace. Just make sure you use the right marketplace – Zoho has several marketplaces that are […]
January 2024 release notes
Welcome to our January 2024 release notes. Here is what is new: New pricing plans We have revamped our pricing plans to make them more affordable to low volume users. Existing subscribers can switch to new plans (but can’t move back to the old ones once they do). Internal users who are not account owners […]