|Announcing the latest version of ClientPoint. We are proud to announce the following new features. Please keep an eye out for these new features as they will start becoming available in your account shortly. If you would like more information or a refresher we are happy to show you more about these new features or do a refresher training please contact firstname.lastname@example.org.
HTML Email Templates with Merge Fields
The theme can now be changed to include use HTML. Now you can include your company logo, graphical links, and merge fields right in the email tab on a proposal. Please contact email@example.com for more info.
In Person Signing for RightSignature
If you are utilizing our RightSignature integration and you have a large amount of documents in your proposal you may find that RightSignature takes awhile to prepare the documents for signature. You now have the ability to have RightSignature only show the contractual documents for signing greatly speeding up the process. Contact firstname.lastname@example.org for more information.
Ability to Show the Opportunity Id from a CRM in the Manage Screen
All of our storage is now upgraded to SSD (Solid State Drives) which offer much greater performance over traditional magnetic spinning disk hard drives. Also for those who were experiencing performance issues after removing pagination when previewing the proposals this has now been resolved as well. Enjoy the increased speed.
Other Improvements and Resolved Issues
We truly hope you enjoy the enhancements and that they bring even more power to your proposals.
If you experience any issues please email email@example.com.
Have a great week,
6790 Embarcadero Lane
Carlsbad, CA 92011