Release ·
Version 1.1.1.2 📚
Enhanced Additional Improvements
- You can now add multiple improvement lists (eg: "Outdoor Improvements", "Indoor Improvements")
- The different improvement lists are their own merge fields, allowing you to add the lists to different parts of a contract (eg: "Outdoor Improvements" might be on one page, with the "Indoor Improvements" on another)
- Prices can be added to Additional Improvements, which can then be automatically calculated and added to the purchase price of a contract
- New merge fields have been added to support the automatic calculation, including
- Improvements Total Cost
- Improvements Deposit
- Total Purchase Price (including improvements)
- Total Deposit (including improvements)
- Balance Deposit (including improvements)
- Purchase Price less Deposit (including improvements)
Other Changes
- Agent users can now skip sending to a Purchaser Solicitor
- The "Deposit" now has a drop-down to select the % value
- The "Purchaser Solicitor" details are no longer mandatory (unless your contract has a Purchaser Solicitor signature panel)
- A progress bar has been added for background processing when uploading "Contract Elements"
Additional Improvement Lists
When creating a new project you can add as many lists as you like to a project (or just one, if you wish). Each item in a list can optionally have a price added to it. Don't want a price? Just leave it as "0.00" and it wont be included in any calculations.
💡 Be sure to name your improvement lists to make them easy to find in your merge fields when creating your contract templates.
Creating a Contract of Sale
When creating a new contract for a project with multiple lists, or with prices, they'll show above the "Purchase Details" in the Contract Details form. As you select improvements the prices will calculate and show in a summary below.
- Prices can be changed
- Notes can be made against items
Using our new merge fields, you can create a detailed breakdown of all the costs involved... or if you prefer, just show the "Total Price" including the improvements. It's up to you. 😎