Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
New Feature: Upload Multiple PDFs & Page Rearrangement
This feature allows you to import multiple PDF files at once, resulting in a central document creation that allows for multiple document types to be managed inside the system as a singular document th... ...more
Important Updates ,New Feature Release &Payments
February 18, 2025•1 min read
Improved Feature: Payment Link Improvements
Payment Links are one of the easiest-to-use payment methods inside the CRM. This is why adding coupon codes or disabling links after a while needs to be simple. The recent improvements cover that need... ...more
Important Updates ,New Feature Release &Payments
February 13, 2025•1 min read
New Feature: Deposits and Payment Plans on Documents & Contracts
Handle your Deposit and Payment plans directly from your Documents and Contracts with this new feature. Creating a streamlined and transparent approach to payment collection, terms and conditions, and... ...more
Important Updates ,New Feature Release &Payments
February 12, 2025•1 min read
New Feature: Send an Invoice for a Failed Subscription Payment
Invoices create a legal reminder for customers to complete payment on any pending service. When managing Subscription payments you may have run into failed payments before, this improvement will autom... ...more
Important Updates ,New Feature Release &Payments
February 04, 2025•1 min read
New Feature: Invoices & Estimates Available in Opportunities
This feature will help you enhance your payment processing efficiency, creating an automated process that results in updated data and simplified transaction management. ...more
Important Updates ,New Feature Release Payments &Opportunities
January 30, 2025•1 min read
Improved Feature: Estimates Available in Contact Details
Estimates are the best tool to captivate clients’ attention while informing them of the price of your services. However, since they are specific to the client’s needs and specifications you must ensur... ...more
Important Updates ,New Feature Release Payments &Contacts
January 30, 2025•1 min read
New Feature: Recurring Invoice Generation After Document Signing
This feature will help you simplify your invoicing process, by keeping momentum going with redirection to your payment platform and helping you increase your conversion rates and enhance your producti... ...more
Important Updates ,New Feature Release &Payments
January 29, 2025•1 min read
New Feature: View and Delete Cards on File with the Manage Cards Feature
This feature gives you added security by limiting the data you keep in your system and ensuring the one that remains is correct. Therefore minimizing risk and improving the payment collection process. ...more
Important Updates ,New Feature Release Payments &Contacts
January 28, 2025•1 min read
New Feature: Auto-Invoicing Post Acceptance
This tool creates the perfect opportunity to instantly engage with interested contacts and turn them into paying customers, removing the space for doubts and simplifying the acquisition process. ...more
Important Updates ,New Feature Release &Payments
January 21, 2025•1 min read
New Feature: Redirection to Custom URL from Payment Links
This tool adds flexibility to the process leading to increased ROI for each sale by giving you an easy in to promote sales, communities, and complementary services. As well as, a pleasant experience f... ...more
Important Updates ,New Feature Release &Payments
January 16, 2025•1 min read
New Feature: Preview and CC Email Ability in Documents & Contracts
This provides plenty of opportunities to troubleshoot and share information with your team, ensuring the emails are perfect for customers and all interested parties are informed. ...more
Important Updates ,New Feature Release &Payments
January 10, 2025•1 min read
New Feature: Custom Values and Partial Quantity Support in Estimates
This inclusion results in estimates that cover more product quantities and partial services, aiding you in creating a personalized experience that adjusts to customer needs and is formatted in a way t... ...more
Important Updates ,New Feature Release &Payments
January 09, 2025•1 min read
New Feature: Recurring Payment Support in Documents & Contracts
This addition creates a centralized hub for all recurring payment management including their related agreements. Helping you improve your effectiveness, improve customer communications, and simplify t... ...more
Important Updates ,New Feature Release &Payments
January 02, 2025•1 min read
Improved Feature: Add Business Hours to Invoice Reminders
Enjoy the enhanced flexibility and accuracy of your Invoice Reminders by adding Business Hours. This will help you increase payments and provide a responsive support experience for your customers. ...more
Important Updates ,New Feature Release &Payments
December 30, 2024•1 min read
New Feature: Public Documents
This feature increases the reach of your Documents and contracts. Allowing for easy sharing and signing that improves your lead-capturing process. ...more
Important Updates ,New Feature Release &Payments
December 23, 2024•1 min read
