Version 1.9.2 ❄️

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
• 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
• Use the "Settings" option to configure who can add and export project notes
• You can have different notes settings for each project

📊 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

😀 PROJECT DASHBOARDS: Assigned To

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

➕ 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.

🗺️ 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

📈 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

♾️ 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"

📵 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.