Configure from Name and from Email in Settings within Documents and Contracts

By David Holland

April 19, 2024

Users can now configure from name and email for emails sent by documents and contracts, improving flexibility. Access settings, update the from name and email under Customer Notifications for external emails and Team Notifications for internal emails. This change allows customization previously restricted to active user’s default info.

Estimates: New filter (Viewed) and Product Descriptions

**Updates:** 1. **New Estimate Status**: Added “Viewed” status for better tracking and communication. 2. **Product Description Import**: Automatically

Estimates: New filter (Viewed) and Product Descriptions

Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

Dashboard now supports real-time currency conversion for invoices and estimates, consolidating stats into a single currency. Users with

Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

Multi-Location Management Within a Single Subaccount 🚀

**Multi-Location Online Listing Management** launched; centralizes control for agencies/businesses with multiple locations. **Key Features:** 1. Unified Control: Manage

Multi-Location Management Within a Single Subaccount 🚀

Cancel Ad manager subscription for sub-account in UI

**TLDR**: Ad Manager now has a Subscription tab for viewing and managing subscriptions, including cancelation for sub-accounts. Users

Cancel Ad manager subscription for sub-account in UI

Community leaderboard – Workflow Trigger & Action

**New Features:** – Workflow automation for gamification points: – **Trigger:** User leaderboard level change activates workflow. – **Action:**

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Custom Value linkage: Documents and Contracts

**Summary:** New feature allows linking text/date fields in Documents/Contracts to custom values, auto-updating records post-signature. Users can download

Custom Value linkage: Documents and Contracts

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