Exciting Enhancement – Your Own Branded Domain Name for Documents and Contracts

Exciting Enhancement – Your Own Branded Domain Name for Documents and Contracts

We’re thrilled to announce the introduction of account-level branded domains for extra flexibility and branding in managing your Documents and Contracts. This highly-anticipated update allows for a more personalized user experience across numerous interactions on our platform.

What’s Enhanced?

  • Links for Documents and Contracts: No more generic links. When sending out links to Documents and Contracts, the link will now bear the configured account-level branded domain name. Consistent and customized, the user experience has been brought to another level.
  • Preview Link Generation: Checking links before it goes out? When previewing a link within the application, the link will effortlessly adopt the account-level branded domain name (if configured by the Account).

How to Configure?

Please note that these enhancements are based on the account’s configuration of the account-level branded domain name. If configured correctly, the Docs and Contracts links will smoothly adapt to these personalized links. However, if you haven’t set it up yet, don’t worry. The system will default to the regular API domain. For detailed configuration steps, please reach out to our support team at the Contact Us page.

What’s the Benefit?

Incorporating a branded domain name in your links adds an extra layer of professionalism and enhances brand consistency. This update capitalizes on these advantages, bringing a seamless and streamlined experience to all interactions involving Documents and Contracts.

A Seamless User Experience Like Never Before

Our ongoing commitment to enhancing your experience – be it with document management or real-time communication – leads us to bring you features that add tangible improvements to your workflow. We’re certain the introduction of account-level branded domain names will make your every interaction more personalized and professional.

In Case You Missed It: Don’t forget to check our previous update on Enhancements to Contact Engagement Tools for an even smoother user experience.

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Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.