Let's take a look at this month's feature update!  

Hand Delivered Proposal Status.

To mark a proposal as hand delivered you no longer have to download the PDF. You can now mark a proposal as hand delivered and can add an optional note such as who it was sent to, or the delivery tracking number. Hand delivered now shows in analytics with the notes.

Click here to learn more about this feature. 

Upload Signature Document on Files Page

We've added a new feature that allows you to upload documents that require signature, directly into the proposal builder. You simply enable the feature in your advanced settings, add RightSignature tags to your document, and upload it into your proposal! 

Click here to learn more about this feature.

Salesforce Integration Improvement

We now have the ability to automatically change the status of a proposal in ClientPoint, when an opportunity in Salesforce is changed to won or lost.  

Click here to learn more about this feature. 

Bug fixes and Improvements

- In the Content Library, we are now showing the time that a file has been uploaded 
- User timezone issues in Analytics were addressed
- We now hide the dashboard for read only users since they do not create proposals
- Fixed an issue with the date selector on the dashboard not showing fully in some situations
- Fixed an issue with adding products when there is only one division
- We now provide a color option in theme for the email message
- Workspace admins can now edit the theme for their workspace
- Improvement to email templates in themes to support special characters
- When editing a file in your library the submit button is replicated on top and you can browse to select a new file without scrolling down
- Now quick links can also be deleted using conditions when building a template

Have any questions?  Please email support@clientpoint.net.