And that’s a wrap! It’s hard to believe everything we accomplished together in 2023! Before we kick off the New Year, let’s take one last look at a feature-filled December. Notable mentions include LinkSquares Finalize on the Salesforce AppExchange, comments in Prioritize, Dynamic Questions in Salesforce, and much more!
Happy reading, and Happy New Year from all of us at LinkSquares!
What’s new in Contract Lifecycle Management?
Look, Ma, we made it on the Salesforce AppExchange!
We’re excited to share that LinkSquares Finalize is now listed as an official application on the Salesforce AppExchange, a leading enterprise cloud marketplace. Whenever you need to download a new version of the package, just head over to the marketplace listing.
LinkSquares Finalize: Listed on the Salesforce AppExchange
Dynamic Questions - now in Salesforce!
If you’ve been using Dynamic Questions in Finalize, we’ve got good news: all templates with Dynamic Questions are currently visible in the Finalize App for Salesforce. It’s easier than ever to collect just the data you need and streamline your contract creation process across the business. Curious to try out Dynamic Questions? Check it out:
Dynamic Questions: Now available in Salesforce
Edit your agreement relationships from anywhere.
Agreement relationship status – it’s complicated. No worries, we’ve made it so you can easily alter parent-child hierarchies using the Analyze API. Create, change, or completely remove an agreement’s parent.
Link and unlink Parent-Child Hierarchies: Now available with the Analyze API.
What’s new in Legal Project Management?
Collaborate with your team better and stay in the know with updates to LinkSquares Prioritize.
- Customize task statuses to tailor how you track and report on your work.
- Add a comment to your Prioritize task to tag teammates, share updates, ask questions, and collaborate.
- Keep track of a task’s activity and changes with the Activity Feed.
Thank you for an amazing 2023!
We can’t close out 2023 without a look back at everything we accomplished together. Take a walk down memory lane with us and check out a special message from Chief Customer Officer Steve McKenzie: