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: Send Documents & Contracts via SMS
Effective communication with your customers requires flexibility on your part. So, we understand how limiting it was to send documents only via email. To ease this, we’ve added the send via SMS option. Let's learn how!
⭐️ How To Send Documents & Contracts via SMS?
Inside the document builder, select your primary recipient, then click send.
Select the Email & SMS or SMS option for your sending channel.
Select the SMS Template you want to send, or click Manage to access the SMS snippets module.
Once you’ve selected the template, click Send.
⭐️Why Is This Feature Beneficial To Your Company?
Enhanced Experience: Reaching customers with their preferred method of communication increases the likelihood of striking a deal.
Global Defaults: You can set global defaults for Document Sent and Document Signed notifications to help you save time and ensure consistency.
Workflow Integration: When sending your documents via Workflows, you can choose the channel as email, SMS, or both.
Now, you can create and use SMS templates to deliver your clients' documents, resulting in a more personalized experience that helps you achieve maximum visibility. We hope you enjoy the added flexibility of defining the sending.
