New Features

Price Guide

• New UI
• View all data in a single screen
• Choose which fields to display
• Filter products by sub-category
• Add deep drilldowns

Packages

• New UI

Contract/Document Editor

• New UI
• Drag & drop interface
• App & PDF preview available
• Hide formula cells
• New filtering UI for linking items
• View & copy all available placeholders

New Integrations

• Job Nimbus
• Foundation Finance

New Customizability/Settings

• Define product categories globally
• See all price formulae on a single screen

Email Communications

• Customize which fields are required for alerts
• Attachments can be replaced with links for large files
• Copy links from resources to send in emails

Resulting

• Optional automatic synchronization from total sale amounts

Finance Options & Credit Applications

• Support to add a generic header for all applications
• View all finance options at once

Commission Formulae Test Suite

• Preview a commission formula before using it

Resources

• Alphabetical sorting
• Drag & drop ordering
• Drag & drop folder management

New Section: Account Management

• View and edit billing information
• See billing history
• Docusign analytics

Improvements

Attachments

• Improved UI
• New document management UI

Permissions

• Support for cloning permissions groups

Deprecated/Removed

• Internet Explorer support

System Requirements

• This updated requires the use of Google Chrome or Apple Safari.
• Support for Firefox and Microsoft Edge has not been fully tested and may be supported in a future release.

Notes

This is a complete rewrite of the dashboard from the ground up.