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Todays update has a little bit of everything, but we think you're going to be particularly interested in the "approval email & attachments" feature. š
Purchaser Deposit Reminder:Ā A new option to automatically send an email reminder to purchasers to pay their deposit.
Internal Reminders: Send reminders to members of your team for deposits, finance and FIRB dates.
Contract Workflow: A new option for your developer clients to approve contracts after the purchaser has signed, but before it's sent to their signatories.
Approval Email & Attachments: You can now add a message and attachments to the email sent to your client when you approve a contract for signing.
Project Contracts Export: Export your list of project contracts to Excel.
Additional Documents: We've added searching and archiving functions to 'additional documents'.
Purchasers Address Block: A new merge field for 'purchasers address block'.
Merge Fields: You can now move merge fields using the arrow keys on your keyboard (great for accurate placement!).
Navigation: You can now use the breadcrumb to navigate.
User List: Page size increased to 20 records per page.
...continue reading for all the details.
Purchaser Deposit Reminder
Automatic email reminders can now be sent to purchasers who haven't paid their deposit. See the "Reminder Emails" section in project settings.
Internal Reminders
Automatic email reminders can now be sent to your team for:
Purchaser Deposits
Finance Due
FIRB Due
You can specify different users to receive the emails, and can send reminders on the due date, and/or every 5 days after the due date until that item is marked as complete. See the "Reminder Emails" section in project settings.
Contract Workflow
We've added a new contract workflow called "Vendor to check the contract before releasing it to the vendor authorised signatories". This is great for larger developer clients who have more complex internal approval processes and can be used in conjunction with your own internal approvals too.
Approval Email & Attachments
Ok... this is a big one - and we've turned it on for everyone who uses approvals. If you would like to turn it off you can find the relevant setting in "Project Settings" as pictured below.
...we think you're going to want to leave it turn on though. Keep reading. š
When a contract has been signed by the purchaser and is ready for you to approve it, you now have some options. You'll click "Approve" as normal...
...after which you'll be prompted to enter text and/or add attachments to be included in the email that is sent to the authorised signatories. You can add as much text, and as many attachments as wish. The attachments have no file size limitation.
Next you'll see a preview of the email that will be sent to your vendor. Note the email includes the standard OPEX introduction and "Open Contract" button, but also your content added below - including the attachments.
At this stage you can go back to add more content or attachments, or continue with the approval.
You'll be given one last chance to make changes before approving the contract and sending it to your client for signing.
Any messages or attachments included in the approval process are always available in the 'history' section of the contract. Just click on the message or attachments to open them.
Project Contracts Export
Export your project contracts to Excel. This feature is available for all user types (including developers & agents) and allows them to export only the contracts they have access to. The export honours any applied filters, meaning you can filter on a specific project or contract status to refine your list before exporting.
The Excel file also includes the due dates for deposit, finance and FIRB. The date cells are colour coded to reflect the status.
White = Not yet due
Green = Paid/Satisfied
Red = Ovedue
Additional Documents
The "Additional Documents" in contract elements now has the ability to search for and archive additional documents. When archived an additional document isn't available to be inserted in a contract.
Purchasers Address Block
We've added a new merge field called "Purchaser's Address Block" which formats in the traditional 'postal' format.
To facilitate this new merge field we've changed the way the address is added for a purchaser. Now when doing a search for the address the system will populate the relevant fields for "Address 1", "City" etc. You'll also be able to tweak these values if needed.
Merge Fields
You can now use the 'arrow keys' on your keyboard to move merge fields. This is especially helpful when trying to place a merge field in a specific location.
Navigation
Click on the breadcrumb to navigate.
