What's new?
Automatic tasks for your Document Attachments
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You can now rely on automatic date extraction for all your uploaded documents and attachments within contracts. Use the detected dates for Approval and Reminder Tasks.
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When you attach a file to your documents in Contractbook, all future dates available will be automatically detected and suggested for use in Tasks and Reminders creation.
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Updates:
Visibility of your Documents Version History
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Discover how to use the "Version visible to" section of your documents' sidebar here. This allows you to review who, besides you, can visit previously edited versions of your documents:
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Do you want to review all changes made to the body of a shared draft ? Learn how to use the document version history with the rest of your collaborators across shared drafts here.
- Did you share a contract and want to monitor the visibility of changes within the contract Click here to learn how easy it is.
- Or do you use Shared folders to collaborate on your documents? Here is the overview of the documents' version history and its visibility in all documents stored across shared folders.
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Tag Collaborators in Comments
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Learn here how to tag collaborators who need to review, approve, or edit anything in a contract draft before it is sent for signatures.
Guides for New Recipients
- Our new Signature Manual will help you or your Recipients who use Contractbook for the first time learn more about the steps needed to successfully sign a contract.
New Guides for your Automated Workflows
- Click here for our simple step-by-step guide on how to build your Contractbook to HubSpot automation from scratch.
- See here the steps that will guide you on how to configure an approval flow that makes sure nothing deviates from defined template standards.
- Click here for details on how to enable your legal or operations team to take full control .
Our New Packages
- Check out our Foundation Plan for a centralized, sophisticated, simple contract management process across your organization.
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Find out more about our Growth Plan for a multi-team, multi-user, contract management process across your organization.
- Or dive into our Enterprise Plan's complete list of features for custom integrations and analytics for multi-tier contract management processes across your entire company.
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