What's New

Break Apart: Split and Name Docs While Zoomed In If you need to get a closer look at a doc as you're breaking it apart, you can now complete the entire process while zooming in on a single page. You can now split, name, and assign permissions ...

Duplicate Transaction: The Time-saving Tool You Didn't Know You Needed Say goodbye to repetitive manual transaction entries. Pipeline's new Duplicate Transaction option can streamline your team's workflow in unique and creative ways you won't...

Break Docs Apart Faster By Pointing And Clicking Extracting pages and breaking large docs into smaller docs is now faster, easier, and more intuitive. Preview the doc's pages in thumbnail or enlarged form, then click the scissors in between the d...

Get Signed DocuSign docs into Pipeline without lifting a finger Docs you send for DocuSign signature from Pipeline will now be automatically imported back into Pipeline once they've been fully executed...no upload needed! Once docs are fully exec...

Easily track custom information important to your team with optional pre-set and custom fields Optional Pre-set Fields  From Company Settings , click to turn on any of the following fields your office needs to track on transactions. Earne...

Ensure contact info on transactions is clean and up-to-date Adding contacts to transactions gives your team at-a-glance access to contacts' information, and allows for effortless single-click messaging and contact sharing . The new Contact Mana...

Message template scheduling  Save time and avoid oversights by auto-generating custom scheduled messages when transaction milestones are met. You no longer need to track when messages need to be sent based on activity on a transaction. The syste...

Sends docs out for DocuSign signature faster and easier Short version: You can now send docs out for DocuSign signature directly from within Paperless Pipeline. Re-connect to DocuSign from your Personal Profile page, then when you send docs for...

Fully integrated document signing is here! Pipeline is now integrated with HelloSign providing you a smooth, simple process for requesting signatures directly from Pipeline transactions and the Reference page. Once your Pipeline account is conn...

Selling Agent is now Buying Agent For consistency and accuracy, we've updated all instances of the term "Selling Agent" to "Buying Agent" throughout the system. If you used any "Selling Agent" auto-fill tags in any of your message templates, they'l...