DocuSign integration is here!

We’re excited to announce integration with DocuSign and several other new features!

DocuSign Integration
Now you can easily transfer docs between DocuSign and Paperless Pipeline.

You can also view our quick step-by-step Guide to DocuSign Integration here →

What else is new…

Better contact management
Adding frequently used contacts to your transactions is now easier than ever—the system now remembers and suggests your past contacts.

Agents can now create a New Offer
Agents with permissions to “Create Transactions” can take advantage of the New Offer feature, allowing easy duplication of an existing transaction.

Better outgoing emails from transactions –
When you email docs from a transaction, you will be able to easily reuse previous recipients. You can also conveniently drag and drop the transaction’s contacts into the Email Recipients field.

Delete auto-suggested doc names during uploads
When uploading docs, you can now delete unwanted entries from the list of suggested names. To delete an entry, hover over it and click Shift+delete on your keyboard.

Showing & hiding comments
Comments attached to a transaction’s documents are now easier to view. A new “Show/Hide Comments” option allows you to quickly view all comments or hide them. And the system will remember your last choice.

A little extra…
As with all our releases, you’ll notice other minor enhancements throughout the system to keep your office organized and productive!