Your services are often flexible, and it’s common to offer your clients several options so they can choose what fits best. It’s also a great way to inform them about your additional services.

From now on, you can offer services as optional within digital signing. You decide which services are required, which are optional, and where choosing a service is required. The client selects the services and signs the quote and their chosen services digitally.

Make reports available to more employees—without worrying about sensitive data. With per-rights-group and per-company-profile scoping, you share the right insights with the right people. Thanks to this change, more users can benefit from the Insights module, making it even more valuable.

From now on, users only see data for the company profiles they have access to. You can also specify per user group, which modules’ reports they are allowed to access. Use the button below to find more information and see upcoming changes.

We publish these Product Updates monthly and collect them all in this overview.

You’ll also find the Product Portal with details on what we’re working on, what has recently been delivered, and what we’re considering next. Don’t see your idea there? Submit it via the Submit idea button. By casting your vote on one of the portal cards, you can influence priorities. Plus, you’ll automatically stay informed about progress.