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Generate contracts as drafts directly from workflows to ensure only the right person reviews and sends them. This update streamlines document creation, prevents accidental sends, and keeps quality control in place.
No more starting over just because you forgot a PDF! Now, you can seamlessly add PDFs to existing Documents and Templates. Simply use the “+” button in the Pages panel or the top-right menu. Enjoy a more efficient document creation process!
Gold Star Pro now allows dynamic sender assignment in Documents & Contracts templates. Instead of manually reassigning signature fields, the sender is automatically assigned when using a template. This update streamlines document workflows for multi-member teams.
Now you can request reviews via SMS, Email, and WhatsApp, making it easier to reach customers on their preferred platforms. With custom messages, real-time tracking, and pre-built templates, businesses can maximize their review collection efforts effortlessly.
Enhance customer experience by redirecting users to a specific web page after they sign a document or complete a payment. Learn how to set up global and document-specific URL redirects, troubleshoot common issues, and maximize use cases like thank-you pages and upsells.
Now, users can add payment schedules directly within Documents and Contracts. Choose a dynamic schedule based on the signing date or set fixed payment dates. Enable auto payments for seamless transactions. Learn how to set up and manage payment plans efficiently.