Version 1.8.9 🦖

Today's update we've totally overhauled the special conditions feature, added more settlement date options, further enhanced our API's and added a number of other things you've been asking for.

Keep reading for all the details. 😄

📄 Special Conditions

We've done a major overhaul of the "special conditions" feature in OPEX, giving you better formatting options AND merge fields.

• Improvements to the special conditions templating system
• Ability to "archive" old special conditions templates
• Insert merge fields in special conditions, just like in email campaigns
• Improved text formatting options for special conditions including
  • Bold, italics, underline
  • Bullet list
  • Numbered list; and
  • Support for tables
• Ability to change the heading of the special conditions page that's inserted in the contract

📅 Settlement Date Options

Especially useful for post registration projects, our enhanced settlement date options allow you to have a contract with options for the settlement date to be:

• X days from date of contract; or
• A fixed date

Via project settings you can allow either, or both options to be available when creating a contract. When using "X days from date of contract" you can optionally add a "suffix" to the merged data. Meaning you can tell OPEX to merge in the number (eg: "30") or the number plus a string (eg: "30 days") giving you lots of flexibility.

🔤 Mandatory Input Fields

Sometimes it can be hard to find "mandatory input fields" in a contract, not any longer! Where a contract has mandatory input fields (that are required to be populated before you can issue a contract) the system will guide you through populating them before issuing your contract.

🖊️ Sign In-Person

When signing contracts "in-person" (and a project launch for example) the signature panels now auto-populate with the purchaser details.

🤖 API

We've further enhanced our REST API by adding more data to payloads and introducing a new endpoint. Updated documentation is available in our developer portal.

• A new Contract POST request has been implemented so that you can created contracts in OPEX from 3rd party systems (such as Salesforce)
• Our Event payloads have been enriched with additional parameters so that a subsequent Contract GET isn't required for basic contract information, the additional parameters are:
  • projectId
  • projectName
  • lotNumber; and
  • flowStep