Documents and Contracts: One time products in recurring product lists

By David Holland

August 8, 2024

One-time products won’t be included in subsequent recurring invoices like before. To use, mark products as recurring in Documents to send recurring invoices after signing. This change allows creating product lists with both types of products while maintaining original configurations.

Sub Account Custom Reports : Improved Date Property Selection

Significant improvement in report email date selection: users can now use widget-level date settings instead of a global

Sub Account Custom Reports : Improved Date Property Selection

Resend Campaigns Just Got Smarter!

Resend management improved: – **New Features**: Pre-configure resends, better visibility as “Waiting,” adjustable duration, and cancellation options. –

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Export Issued Certificates data as CSV

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Prospecting Tool – Share Marketing Audit Reports via Email & SMS within Sub-Accounts 🔍

New Communication feature allows sending audit reports via Email/SMS from Prospecting Tool. Users can select/create contacts, choose templates,

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