February 5

0 comments

Deposits and Payment Plans on Documents & Contracts!

By GoEXELA Zap

February 5, 2025


**New Features:**
– Users can now add dynamic payment schedules to product lists in Documents and Contracts.
– Schedules can activate based on signing date or a fixed date.
– Auto payment feature can be toggled for subsequent payments.
– Signers can view payment details.
– Automatic redirection to the invoice post-signature if direct payments are enabled.

**Usage Instructions:**
1. Navigate to Documents and Contracts -> Add a product list.
2. Select “add payment schedule.”
3. Set first payment due date and configure subsequent payments.
4. Save to display schedule in the product list.
5. Enable auto payments for automatic deductions.

**Purpose:**
Facilitates deposit collection upon document signing.

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

More
Sub Account Custom Reports : Improved Date Property Selection

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

More
Resend Campaigns Just Got Smarter!

**TLDR:** New Announcement Channel feature for community admins allows posting critical updates securely. Admins control visibility; regular members

More
Read-only/Announcement Channel and Notification Enhancements for communities

– New objective: Engagement added alongside Lead Generation, Website Traffic. – Enhances communication via Facebook Messenger, Instagram Direct,

More
Ad Manager: Meta Engagement or Click to Direct Ads

**New Feature**: Export issued certificates data as CSV with date range filter. – < 500 certificates: instant download.

More
Export Issued Certificates data as CSV

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

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

Direct Your Visitors to a Clear Action at the Bottom of the Page

>