Documents and Contracts: Support for Today’s date & Signer Name toggle

By David Holland

June 11, 2024

Add today’s date to date field for signer’s limited selection, control display of signer’s name atop signature element in PDF, instructions to add date and signature fields, and customizable signer name display are new features for creating improved documents.

View and delete cards on file with the Manage cards feature

**New Features:** Manage existing customer cards, delete cards, and receive confirmation prompts depending on card associations. **Location:** Contacts

View and delete cards on file with the Manage cards feature

Trigger a Workflow within Conversation AI

**TLDR:** New “Trigger a Workflow” feature automates actions in AI conversations by activating defined workflows based on customer

Trigger a Workflow within Conversation AI

Country Selection at Checkout for E-Commerce Stores

New feature allows store owners to manage shipping countries during checkout. They can choose to ship globally or

Country Selection at Checkout for E-Commerce Stores

Square Location Selection

**New Square Location Selection for Sub-Accounts:** – New customers can select a physical location for sub-accounts from their

Square Location Selection

Background Color for Text Elements 🚀

🚀 **New Feature:** Add background colors to text elements in Email Builder for better design flexibility. **How-to:** Drag

Background Color for Text Elements 🚀

ResendToUnopened for RSS & Batch Schedule ⭐️

ResendToUnopened now supports RSS and Batch Schedule campaigns, expanding re-engagement options. After sending, use the three dots to

ResendToUnopened for RSS & Batch Schedule ⭐️

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