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.
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Transaction names appear throughout Paperless Pipeline — in the Transactions List, on emails, coversheets, exports, and more. A clear and consistent naming structure helps your team quickly identify each transaction and keep everything organized.
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Two-factor authentication (2FA) adds an extra layer of security to your Pipeline account. It requires users to enter a security code sent to their login email before gaining access.