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Last Updated: 07/08/2024
in What's New Download search results to manage transaction data offline: Download spreadsheets of your custom searches and sorts to fully manage and present transaction information, including filtering, sorting, adding totals and subtotals and more. Click the ...
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Last Updated: 07/08/2024
in What's New Estimate potential and future revenue in an instant: The PENDING INVENTORY REPORT allows you to forecast future commissions for specified time periods. It includes sales and commission figures for all your pending transactions, and can be filte...
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Last Updated: 07/08/2024
in What's New Customize your message templates with automatic (auto-fill tags): Select from a list of auto-fill tags when creating a message template. The system will automatically replace each tag with the appropriate value from the transaction whenever you us...
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Last Updated: 06/05/2024
in 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 ...
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Last Updated: 06/05/2024
in What's New Enhance your account's security with two-factor authentication Two-Factor authentication is an optional setting that adds an additional layer of security to your Pipeline account. When two-factor authentication is enabled on the Company Settings ...
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Last Updated: 06/05/2024
in What's New Compare performance year over year The new Comparative Production Report allows you to measure seasonal performance by comparing figures for any given month across multiple years, as well as annual totals. Monthly and annual figures are included fo...
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Last Updated: 06/05/2024
in What's New 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...
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Last Updated: 06/05/2024
in What's New 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...
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Last Updated: 06/05/2024
in What's New 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...
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Last Updated: 06/05/2024
in What's New 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...