Coversheets

Transaction Coversheets give your team a printable, shareable summary of a transaction — including all key details, contacts, and custom fields. You can email coversheets to clients, print them for meetings, or save them for offline access.

Introduction

Coversheets are auto-generated documents that show key transaction information in a clear, printable layout. They include property details, dates, agents, contacts, commission info, and any Custom Fields your office uses.

Pipeline includes a default coversheet layout, but Master Admins can customize it to control what’s shown and how it’s formatted.

What’s Included on a Coversheet

• Transaction name and property details
• Agents, assistants, and other assigned users
• Key dates (listing, expiration, closing, etc.)
• Commission summary
• Custom Fields (if enabled)
• Contacts linked to the transaction

Best Practices

• Customize coversheets to match your brokerage’s style and data needs
• Email coversheets for quick client updates or team collaboration
• Use Custom Fields to surface important internal or external notes

View a Transaction Coversheet

1. Open the transaction
2. Click [More] in the transaction toolbar
3. Select [Transaction Coversheet]
4. The coversheet will open in a new tab

Customize Your Coversheet Layout

Who Can Do This: Master Admins

1. Go to Admin / Settings
2. Click [Transaction Coversheets] in the left menu
3. Use the checkboxes to show or hide specific fields
4. Drag and drop to change the order of sections
5. Click [Save] when done

Changes apply immediately to all coversheets moving forward.

Use Coversheets

Email a Transaction Coversheet

1. Open the coversheet for the transaction
2. Click [Email] in the top-right of the coversheet view
3. Enter recipient email(s) and add an optional message
4. Click [Send Email]