Hey Panthers!
This week’s release includes exciting updates to our eSignature capabilities and enhancements on tracking users and contacts who complete tasks.
Enhanced eSignature Flexibility
Cancel – Made a typo or forgot a field after sending a request? No worries! Now, you can simply hit “Cancel” to withdraw the eSignature request and notify the recipient.
Resend – No more worrying that your client missed your signature request. Easily resend the request with just a click to give them a fresh reminder.
Select Contacts – You can now send eSignature requests directly to the Contact you're working with, not just the Company Contact.
For more details, visit our Help Center.
Track Users Completing Tasks
Boost productivity tracking with the new "Completed By" column in the Tasks grid, which automatically updates with the name of the user who completed each task.
This feature integrates seamlessly with both Outlook and Google Calendar.
Learn more about how the new Completed By Task attribute works here.