Version 1.8.4 🤖

Today's update has something for everyone. New project and contract filters, an additional merge field, deposit improvements, better SMS code visibility and a new API endpoint! 🤠

• 📲 SMS Code: See SMS codes in the contract history (you'll love this one!)

• 📄 Contract Filters: New filters for "off the plan" and "post registration" contracts

• 🏢 Project Filters: New filters for "off the plan" and "post registration" projects

• 🔡 Merge Field: A new merge field for "Deposit Percentage"

• 💵 Deposits: Ability to 'clear' incorrectly received deposits

• 🔐 Contract Elements: Support for encrypted PDF files

• 🤖 Integration: New API endpoint to get contract PDF files

SMS Code

You can now see each time a purchaser, or their solicitor requests an SMS code to access a contract - including a "success" or "failure" status for the SMS delivery... and the SMS code itself! 😮 This provides even more visibility over how purchasers are interacting with your contracts and gives you the ability to provide the SMS code over the phone if needed.

Contract Filters

You can now filter project contracts by off-the-plan or post-registration.

Project Filters

...and you can filter projects by off-the-plan or post-registration.

Deposit % Merge Field

We've added a new merge field called "Deposit Percentage" which can be used in project contracts and/or custom reports. This merge field will calculate and insert the deposit percentage for you.

Clear Deposits

Incorrectly mark a deposit as paid? Use the new "Clear Date" option to reset it.

Integration: ContractDocument

Want to store a PDF copy of an exchanged contract in your PMS/DMS? Use the new ContractDocument endpoint to get the PDF file for any project contract. 🤖