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Cloning documents just got easier! No more turning documents into templates first—now you can create duplicates in just a few clicks. Learn how to use the new document cloning feature inside the Documents & Contracts tool.
Learn how to set expiration dates on your documents and contracts to maintain control, ensure timely responses, and stay compliant with the new expiry feature.
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.