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Last Updated: 06/05/2024
in What's New 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...
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Last Updated: 06/05/2024
in What's New 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...
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Last Updated: 06/05/2024
in What's New 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...
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Last Updated: 06/05/2024
in What's New Admins, you can now share your saved message templates with agents. Previously you could only share with other admins. Easily scan transaction notes: Transaction notes are now shown collapsed. This will make it easier for you to scan them quic...
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Last Updated: 06/05/2024
in What's New Quickly search a transaction's documents: There's a new search option above the documents area of every transaction. Use it to instantly locate a document. And many more small improvements. Read the blog post for more info →
COMMISSI...
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Last Updated: 05/16/2024
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Last Updated: 05/16/2024
Paperless Pipeline Customer Support We provide unlimited support via email which allows us to best serve our customers in the most timely and efficient manner possible. During business hours, you can typically expect a response within ...
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Last Updated: 05/14/2024
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Last Updated: 05/03/2024
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Last Updated: 04/30/2024