π New contact shortcodes make your mass emails look like personalized messages!
π If a family account includes two contactsβhusband Bob and wife Maryβthey both get personalized greetings.
π Soon: email scheduling: send personalized emails at the exact day and time you want clients to receive them.
π From now on, you can make changes to your contracts even if they were already sent to clients. You can edit your contract as many times as you need until it is signed by at least one contact.
Let's say your client has requested changes to the engagement letter. You can easily edit the text or add more services rather than create a new contract.
π Clients are always notified of all updates.
π Once your contract is updated, it is added to the audit trail.
π You can now archive your outdated services rather than deleting them. This makes it easy to restore them if you ever need them in the future.
π Archived services are no longer visible in your templates, filters, and they cannot be linked to invoices or contracts either.
βοΈ Example: if you have services that are relevant during a specific season, you may choose to hide them after the season is over. When you need them again, you can edit the rate and then make it active.
π Now, E-signatures are even more flexible. All team members who have access to the document can edit, add, or delete company representativesβ e-signature fields.
βοΈ Example: You, as the firm owner, added the My Signature field and saved the signature layout so that your assistant can open the document, add the field for himself and the client, then send the document to the client.
π Although the document is considered signed from the firmβs side once it is sent to the client, any team member can cancel the signature request as long as the client hasnβt signed the document.
π You can link the document to an existing invoice. Or, if you have not yet created one, you can do so within the same window.
π The entire process is far quicker than before.
π When youβre done, you stay on the same page without losing context.
π If before you had to either select a job template for every single job or fill in the details manually, you can now specify which job template will be used as default for a specific pipeline.
π Default job templates work both with manual and automatic job creation. I.e., when you add a job manually, you donβt need to waste time on filling out its details. If the job is added automatically according to your specified schedule, you may be confident that all fields are already filled.
β οΈ As a reminder, job templates let you customize the names of your jobs by adding account names, creation dates, etc.
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