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 […]
November (1) Release notes
We have released Sales Flows, our e-commerce solution for professional services firms! SalesFlows replace Proposals and are included in all subscriptions at no extra cost. We thought hard of an appropriate name for this new feature. SalesFlows won because it does what it says on the tin: it is a combination of Sales and Workflows. […]
October (1) Release notes
Our workflows are becoming a power tool You can now download all workflow contents into a single pdf. Imagine a client who went through 10 steps including filling out forms, uploading documents, and signing agreements. All that content – including attached documents, are combined into a single PDF. Use the feature to share onboarding files […]
September (1) Release notes
Welcome to our first September release announcement. Here is what is new: New e-sign experience We started upgrading our electronic signature user experience. It is a multi-phase process because of a large number of scenarios our platform can be used for. We started with ‘document approval’ – self-approving documents by end users in portals or […]