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Version 1.9.2 ❄️

  • Writer: Leslie Leahy
    Leslie Leahy
  • 6 days ago
  • 4 min read

Today's update includes improvements to variations, project dashboards and allows you the ability to send a contract to a "purchasers solicitor" without needing a mobile number.


  • PROJECT DASHBOARDS (for Admin, Legal & Developer users)

    • A new "Lots & Contracts" widget shows all lots and contracts for the project

    • Various improvements to the PEXA widgets

    • The map has moved to its own dashboard with the ability to change the pin location

    • A new "Stats" dashboard shows contract and settlement statistics

    • A new function to "assign" a project to a user

    • A new "Project Notes" feature with

      • Ability for Administrator, Legal & Developer users to add notes to projects

      • Settings to turn off the ability for Legal and/or Developer users to add notes

      • Option to export project notes to Excel

      • Option to filter notes

      • Ability to add file attachments to notes

      • OPEX will automatically add notes to projects when certain actions occur

  • VARIATIONS

    • "Change Version" added so you can switch variation templates

    • "Share Variation" added so you can share it via email, or generate a shareable link to access the variation PDF

    • Ability to resend the email without returning to draft

    • Variations can now be created against "paper contracts"

  • GENERAL ENHANCEMENTS

    • We've promoted our new "PEXA Experience" from beta to full production

    • Ability to send a contract to a purchaser solicitor without a mobile number

    • Improved process to collect developer user signatories on first login

    • The "Project List" has a filterable column showing who each project is assigned to

    • New merge fields for to use a project is assigned to, including

      • Assigned to Name

      • Assigned to Direct Line

      • Assigned to Email



🗨️ PROJECT DASHBOARDS: Project Notes

  • The new "Project Notes" is visible for Administrator, Legal and Developer users


Project Notes
Project Notes

  • When adding a note to a project

    • You can specify which user types can see the note (handy if you want to post an internal note that you don't want your clients to see)

    • Add attachments to the note


Adding a note to a project in OPEX.
Adding a note to a project in OPEX.

  • Use the "Settings" option to configure who can add and export project notes

  • You can have different notes settings for each project


Project notes settings.
Project notes settings.

📊 PROJECT DASHBOARDS: Lots & Contracts

  • The new "Lots & Contracts" widget displays at the bottom of all project dashboards for Administrator, Legal and Developer users

  • Clicking on a lot number opens that lot in a new browser tab

  • Clicking on an exchange date opens that contract in a new browser tab


A project dashboard as seen by a "Developer" user.
A project dashboard as seen by a "Developer" user.

😀 PROJECT DASHBOARDS: Assigned To

  • You can now assign an "Administrator" or "Legal" user to be responsible for a project


Assign a user to a project.
Assign a user to a project.

🏠 PROJECT LIST: Assigned To

  • There's a new "Assigned to" column on the Project List screen indicating who is responsible for each project

  • You can filter the Project List on the "Assigned to" value


The "Project List" showing who each project is assigned to.
The "Project List" showing who each project is assigned to.

➕ MERGE FIELDS: Assigned To

New merge fields have been added for the "Assigned To" users name, email address and direct phone line - these details are taken from their user profile. These merge fields are available in contracts, variations, email campaigns and reports.


New "Assigned To" merge fields.
New "Assigned To" merge fields.

🗺️ PROJECT DASHBOARDS: Map

  • The project location is now shown on a large map that is accessed via the dashboard navigation

  • You can click on the pin to change the location of the project if needed


The map section of a projects dashboard.
The map section of a projects dashboard.

📈 PROJECT DASHBOARDS: Stats

The new "Stats" section of a project's dashboard is visible by Administrator, Legal and Developer users. It shows the following information:


Contracts

  • The dollar value for all contracts issued, but not yet exchanged

  • The dollar value of all exchanged contracts

  • The projected dollar value of all remaining contracts (taken from the "asking price" of each lot)

  • The "Total" value of all exchanged and issued contracts + the total projected dollar value if all lots are sold


Settlements

  • The dollar total value of all contracts exchanged & settled

  • The total value of all exchanged contracts that have not yet settled.


Monthly Volume Chart

  • A count of contracts and variations exchanged each month shown as a line graph


The new "Stats" dashboard for a project.
The new "Stats" dashboard for a project.

♾️ VARIATIONS

  • Click "Change Version" to switch to a different variation template

  • Click the "Share" icon to share a PDF version of the variation with anyone

  • Click the "resend" icon next to an email to quickly resend the email to the signing party

  • You can also issue variations against "paper contracts"


A variation in OPEX with arrows indicating the new features.
A variation in OPEX with arrows indicating the new features.

📵 PURCHASER SOLICITOR NO MOBILE

You can now send contracts to a purchaser's solicitor, even if you don't have their mobile number. In this case you will see a warning to indicate that the "security is reduced" - but it will allow you to proceed.


Note we always recommend getting their mobile number for two factor authentication where possible.


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