--- title: July 2024 Release Roundup description: See new product features and enhancements to the LinkSquares Cloud in our July 2024 Release Roundup. image: https://release.linksquares.com/hubfs/Option%202%20(4).png --- [Skip to content](https://release.linksquares.com/july-2024#main-content) [LinkSquares](https://release.linksquares.com/) Open Mobile Menu [LinkSquares](https://linksquares.com/) Close Mobile Menu [Why LinkSquares](https://linksquares.com/why-linksquares/) [Products](https://linksquares.com/products/) --- [The LinkSquares Cloud One platform for all your in-house legal needs](https://linksquares.com/products/linksquares-cloud/) --- Contract Lifecycle Management Create, review, manage and sign contracts Legal Project Management Centralize your work and keep projects moving Cross-product capabilities Get scalability, efficiency and connectivity LinkSquares Onboarding Experience A step by step guide to get started today --- [Solutions](https://linksquares.com/solutions/) [Customer Stories](https://linksquares.com/customers/) Resources Content [LinkSquares+ Content curated for in-house leaders](https://linksquares.com/plus/) [The Library](https://linksquares.com/library/) In the studio [Demo Library](https://linksquares.com/demo-library/) Community & Events [Customer Stories](https://linksquares.com/customers/) [Events & Webinars](https://linksquares.com/events/) Learning [Blog](https://blog.linksquares.com/) [In-House Insights](https://linksquares.com/inhouse-insights/) [Knowledge Base](https://help.linksquares.com/) [Events](https://linksquares.com/events/) [About Us](https://linksquares.com/about-us/) [Careers](https://linksquares.com/careers/) [Press](https://blog.linksquares.com/tag/linksquares-news-press) [Pricing](https://linksquares.com/pricing/) [Request a demo](https://linksquares.com/demo-request/) Back Close Mobile Menu [Contract Lifecycle Management](https://linksquares.com/products/) [Finalize Streamline your contract creation process](https://linksquares.com/products/finalize/) [Sign Get your contracts executed faster](https://linksquares.com/products/sign/) [Analyze Your post-signature analytics & repository](https://linksquares.com/products/analyze/) [CLM Suite One platform to rule them all](https://linksquares.com/products/) [Request a demo](https://linksquares.com/demo-request/) Back Close Mobile Menu [Legal Project Management](https://linksquares.com/products/) [Prioritize Manage, track, and report on legal work in one place](https://linksquares.com/products/prioritize/) [Request a demo](https://linksquares.com/demo-request/) Back Close Mobile Menu [Cross-product capabilities](https://linksquares.com/products/) [LinkAI Predictive and generative AI](https://linksquares.com/products/analyze/features/ai/) [Integrations Connect the tools you love](https://linksquares.com/integrations/) [Reporting Improve your teams efficiency with KPIs](https://linksquares.com/products/analyze/features/dashboard/) [API Integrate with any third-party app](https://linksquares.com/integrations/linksquares-api/) [Request a demo](https://linksquares.com/demo-request/) Back Close Mobile Menu [Cross-product capabilities](https://linksquares.com/products/) [Onboarding We're here for you from day one](https://linksquares.com/onboarding-services/) [Services Short on time? We can help!](https://linksquares.com/services/) [Support Get answers to all of your technical questions](https://linksquares.com/contact-us/) [Request a demo](https://linksquares.com/demo-request/) [LinkSquares](https://linksquares.com/) - [Why LinkSquares](https://linksquares.com/why-linksquares/) - Products ![](https://images.ctfassets.net/a3hff24q6nt8/104udRs2GzBis3lVOIsQfq/24c371c6c0463777709a98a8bd89cc8c/Image.png) Introducing: Agentic AI for Contract Management Search, edit, and create contracts like never before. [Learn more](https://linksquares.com/agentic-ai/) Contract Lifecycle Management Create, review, manage and sign contracts Legal Project Management Centralize your work and keep projects moving Unified Capabilities Get scalability, efficiency and connectivity LinkSquares Onboarding Experience A step by step guide to get started quickly [Finalize Streamline your contract creation process](https://linksquares.com/products/finalize/) [Sign Get your contracts executed faster](https://linksquares.com/products/sign/) [Analyze Your post-signature analytics & repository](https://linksquares.com/products/analyze/) [CLM Suite One platform to rule them all](https://linksquares.com/products/) [Prioritize Manage, track, and report on legal work in one place](https://linksquares.com/products/prioritize/) [LinkAI Predictive and generative AI](https://linksquares.com/ai/) [Agentic AI Smarter contracting with a multi-agent approach](https://linksquares.com/agentic-ai/) [Integrations Connect the tools you love](https://linksquares.com/integrations/) [Reporting Improve your teams efficiency with KPIs](https://linksquares.com/products/analyze/features/dashboard/) [API Integrate with any third-party app](https://linksquares.com/integrations/linksquares-api/) [Onboarding We're here for you from day one](https://linksquares.com/onboarding-services/) [Services Short on time? We can help!](https://linksquares.com/services/) [Support Get answers to all of your technical questions](https://linksquares.com/contact-us/) - Solutions Use Cases [Crisis Management](https://linksquares.com/solutions/crisis-management/) [Contract Review](https://linksquares.com/solutions/contract-review/) [Contract Storage](https://linksquares.com/solutions/contract-storage/) [Data Privacy & Compliance](https://linksquares.com/solutions/data-privacy-compliance/) [Deal Acceleration](https://linksquares.com/solutions/deal-acceleration/) [Mergers & Acquisitions](https://linksquares.com/solutions/fundraising-and-ma/) [Vendor Management](https://linksquares.com/solutions/vendor-management/) --- DEPARTMENTS [Legal](https://linksquares.com/solutions/linksquares-for-legal/) [Procurement](https://linksquares.com/solutions/linksquares-for-procurement/) [Sales](https://linksquares.com/solutions/linksquares-for-sales/) - Resources Content [LinkSquares+ Content curated for in-house leaders](https://linksquares.com/plus/) [The Library](https://linksquares.com/library/) Community & Events [Customer Stories](https://linksquares.com/customers/) [Events & Webinars](https://linksquares.com/events/) In the studio [Demo Library](https://linksquares.com/demo-library/) Learning [Blog](https://blog.linksquares.com/) [In-House Insights](https://linksquares.com/inhouse-insights/) [Knowledge Base](https://help.linksquares.com/) [![](https://release.linksquares.com/hubfs/Navigation/website-menu-navigation-hs-risk-scoring.png)](https://linksquares.com/events/product-spotlight-webinar-risk-revolution/) - Company [About Us](https://linksquares.com/about-us/) [Careers](https://linksquares.com/careers/) [Events](https://linksquares.com/events/) [Partner Program](https://linksquares.com/partners/) [Press](https://blog.linksquares.com/tag/linksquares-news-press) - [Pricing](https://linksquares.com/pricing/) - [Login](https://app.linksquares.com/) - [Request a demo](https://linksquares.com/demo-request/) [Previous Roundups](https://release.linksquares.com/) ![Option 4 (4)](https://release.linksquares.com/hs-fs/hubfs/Option%204%20(4).png?width=575&name=Option%204%20(4).png) # July 2024 AI-Assisted Redlining and updates to Finalize for Salesforce In July, we released some great new features - we’ll leave it up to you to decide which takes the gold. Read on to learn more about AI-Assisted Redlining in the Word Add-In and new updates to Finalize for Salesforce.  Let’s check them out!  ## What’s new in contract lifecycle management? ## Speed up redlining with generative AI In the LinkSquares Microsoft Word Add-In you can view all your agreements housed in [LinkSquares Finalize](https://help.linksquares.com/hc/en-us/articles/22984722372759-LinkSquares-Finalize-for-Word-Add-In-AI-Powered-Contract-Review), add new versions, and chat with your team without leaving Word. And thanks to generative AI, you can review AI-generated summaries of in-flight agreements, ask the AI questions about an agreement, or speed up negotiation with the latest release — AI-assisted redlining. With AI-Assisted Redlining, you can: - Build drafting rules in the Word Add-In to outline your preferred positions or language for the AI to flag for review. - Review flagged deviations and proposed redlines. - Insert AI-generated redlines with the click of a button. ![](https://fast.wistia.com/embed/medias/0grv05q3kj/swatch)   [AI-assisted redlining:](https://help.linksquares.com/hc/en-us/articles/22984722372759-AI-Powered-Contract-Review) Now available in the Finalize for Microsoft Word Add-In    ## Upgrade your Finalize App in Salesforce to access new enhancements - **Ingest quote documents generated by Salesforce CPQ right into Finalize:** Now, when creating an agreement off of 3rd Party Paper, users have the option to pick from the primary quote’s content documents as the Finalize Agreement. - **Upload larger files without interruption:** With increased support for file size, you can now upload larger files to Salesforce matching the experience currently available in Finalize. - **Pen Status is now recorded to the Salesforce object for native reporting:** Pen Data is now recorded on the Finalize Agreements Object as its own field and can be leveraged in native Salesforce reports for enhanced visibility. - **Revert an agreement when in Fully Signed status:** Admins can now revert agreements back to any status other than Paused or Request Pending right from Salesforce. - **Find Templates more easily by filtering on Category and Agreement Type:** Quickly find the template you need when creating new agreements by filtering options by Category and Agreement Type. No need to know the exact template name.   [Finalize for Salesforce Package 2.16:](https://help.linksquares.com/hc/en-us/articles/7409742262167-Upgrading-the-Salesforce-Finalize-Package)Upgrade your package today on the [Salesforce AppExchange.](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000HPN9hUAH&tab=e)    ## Join us for our upcoming webinar! From Stressed to Streamlined: How the right tools can transform legal work *Tuesday, August 13 at 1:00 p.m. ET*   [*![4 Speakers](https://release.linksquares.com/hs-fs/hubfs/4%20Speakers.png?width=611&height=321&name=4%20Speakers.png)*](https://linksquares.com/events/the-integrations-advantage/) Contracts are the lifeblood of every business, shaping the way teams collaborate, make financial decisions, engage with vendors—the list goes on. This is why it’s imperative to connect contracting workflows across business tools so everyone has what they need where they need it.  Join us for a 45-minute webinar where we’ll explore the importance of integrating your contract lifecycle management (CLM) tool with your key business applications. Don’t miss out. [Save your spot today!](https://linksquares.com/events/the-integrations-advantage/)    ## Subscribe to the LinkSquares Release Roundup Get the most out of your CLM and stay up to date on new product features and enhancements to the LinkSquares platform.  - [Products](https://linksquares.com/products) - [LinkSquares Cloud](https://linksquares.com/products/linksquares-cloud/) - [Prioritize](https://linksquares.com/products/prioritize/) - [Finalize](https://linksquares.com/products/finalize) - [Sign](https://linksquares.com/products/sign) - [Analyze](https://linksquares.com/products/analyze) - [Full Suite](https://linksquares.com/products) - [Integrations](https://linksquares.com/integrations) - [Reporting](https://linksquares.com/products/analyze/features/dashboard/) - [API](https://linksquares.com/integrations/linksquares-api/) - [LinkAI](https://linksquares.com/ai/) - [Agentic AI](https://linksquares.com/agentic-ai/) - [Services](https://linksquares.com/services/) - [Solutions](https://linksquares.com/solutions) - [Crisis Management](https://linksquares.com/solutions/crisis-management/) - [Contract Review](https://linksquares.com/solutions/contract-review/) - [Contract Storage](https://linksquares.com/solutions/contract-storage/) - [Data Privacy & Compliance](https://linksquares.com/solutions/data-privacy-compliance/) - [Deal Acceleration](https://linksquares.com/solutions/deal-acceleration/) - [Mergers & Acquisitions](https://linksquares.com/solutions/fundraising-and-ma/) - [Vendor Management](https://linksquares.com/solutions/vendor-management/) - Departments - [Legal](https://linksquares.com/solutions/linksquares-for-legal/) - [Procurement](https://linksquares.com/solutions/linksquares-for-procurement/) - [Sales](https://linksquares.com/solutions/linksquares-for-sales/) - [Resources](https://linksquares.com/library) - [LinkSquares+](https://linksquares.com/plus) - [Blog](https://blog.linksquares.com/) - [Cockpit Counsel](https://linksquares.com/cockpit-counsel-series) - [Customer Stories](https://linksquares.com/customers) - [Demo Library](https://linksquares.com/demo-library) - [Events & Webinars](https://linksquares.com/events) - [In-House Insights](https://linksquares.com/inhouse-insights/) - [Knowledge Base](https://help.linksquares.com/) - [The Library](https://linksquares.com/resources) - Company - [About Us](https://linksquares.com/about-us) - [Careers](https://linksquares.com/careers) - [Contact Us](https://linksquares.com/contact-us/) - [Onboarding](https://linksquares.com/onboarding-services/) - [Partner Program](https://linksquares.com/partners) - [Pricing](https://linksquares.com/pricing/) - [Press](https://blog.linksquares.com/tag/linksquares-news-events) - [Recognition](https://linksquares.com/recognition/) - [Support](mailto:support@linksquares.com) - [Why LinkSquares](https://linksquares.com/why-linksquares/) #### LINKSQUARES, INC. 60 State St. Suite 1200 Boston, MA 02109 [617-681-8552](tel:617-681-8552) [salesinfo@linksquares.com](mailto:salesinfo@linksquares.com) © 2026 LinkSquares, Inc. - [SaaS Terms of Service](https://linksquares.com/saas-terms-of-service/) - [Privacy](https://linksquares.com/privacy-policy/) - [Security](https://linksquares.com/security/) - [Status](https://linksquares.statuspage.io/) - [Your Privacy Choices](https://go.linksquares.com/linksquares-do-not-sell-or-share-personal-data) - ![aicpa soc 2](https://release.linksquares.com/hs-fs/hubfs/soc2_66933e61%20copy.png?width=100&height=100&name=soc2_66933e61%20copy.png) - ![barr certification](https://release.linksquares.com/hs-fs/hubfs/Frame%201921.png?width=129&height=57&name=Frame%201921.png) ```json { "@context" : "http://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "United States", "addressLocality" : "Boston", "addressRegion" : "MA", "postalCode" : "02109", "streetAddress" : "60 State Street" }, "knowsLanguage" : "en", "logo" : { "@type" : "ImageObject", "url" : "https://6934676.fs1.hubspotusercontent-na1.net/hubfs/6934676/Navigation/logo_643dd1b1.svg" }, "name" : "LinkSquares", "url" : "https://release.linksquares.com/july-2024" } ``` ```json { "@context" : "http://schema.org", "@type" : "BlogPosting", "abstract" : "See new product features and enhancements to the LinkSquares Cloud in our July 2024 Release Roundup.", "author" : { "@type" : "Person", "name" : "LinkSquares Team" }, "dateModified" : "2025-12-11T17:40:31Z", "datePublished" : "2024-08-01T17:45:05Z", "headline" : "July 2024 Release Roundup", "image" : "https://6934676.fs1.hubspotusercontent-na1.net/hubfs/6934676/Option%202%20%284%29.png", "inLanguage" : "en", "keywords" : "[]", "mainEntityOfPage" : { "@type" : "WebPage" }, "name" : "July 2024 Release Roundup", "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://6934676.fs1.hubspotusercontent-na1.net/hubfs/6934676/Navigation/logo_643dd1b1.svg" }, "name" : "LinkSquares" }, "text" : "In July, we released some great new features - we’ll leave it up to you to decide which takes the gold. Read on to learn more about AI-Assisted Redlining in the Word Add-In and new updates to Finalize for Salesforce. Let’s check them out! What’s new in contract lifecycle management? Speed up redlining with generative AI In the LinkSquares Microsoft Word Add-In you can view all your agreements housed in LinkSquares Finalize, add new versions, and chat with your team without leaving Word. And thanks to generative AI, you can review AI-generated summaries of in-flight agreements, ask the AI questions about an agreement, or speed up negotiation with the latest release — AI-assisted redlining. With AI-Assisted Redlining, you can: Build drafting rules in the Word Add-In to outline your preferred positions or language for the AI to flag for review. Review flagged deviations and proposed redlines. Insert AI-generated redlines with the click of a button. AI-assisted redlining: Now available in the Finalize for Microsoft Word Add-In Upgrade your Finalize App in Salesforce to access new enhancements Ingest quote documents generated by Salesforce CPQ right into Finalize: Now, when creating an agreement off of 3rd Party Paper, users have the option to pick from the primary quote’s content documents as the Finalize Agreement. Upload larger files without interruption: With increased support for file size, you can now upload larger files to Salesforce matching the experience currently available in Finalize. Pen Status is now recorded to the Salesforce object for native reporting: Pen Data is now recorded on the Finalize Agreements Object as its own field and can be leveraged in native Salesforce reports for enhanced visibility. Revert an agreement when in Fully Signed status: Admins can now revert agreements back to any status other than Paused or Request Pending right from Salesforce. Find Templates more easily by filtering on Category and Agreement Type: Quickly find the template you need when creating new agreements by filtering options by Category and Agreement Type. No need to know the exact template name. Finalize for Salesforce Package 2.16: Upgrade your package today on the Salesforce AppExchange. Join us for our upcoming webinar! From Stressed to Streamlined: How the right tools can transform legal work Tuesday, August 13 at 1:00 p.m. ET Contracts are the lifeblood of every business, shaping the way teams collaborate, make financial decisions, engage with vendors—the list goes on. This is why it’s imperative to connect contracting workflows across business tools so everyone has what they need where they need it. Join us for a 45-minute webinar where we’ll explore the importance of integrating your contract lifecycle management (CLM) tool with your key business applications. Don’t miss out. Save your spot today!", "url" : "https://release.linksquares.com/july-2024", "wordCount" : "1103" } ``` ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "LinkSquares Team", "url" : "https://release.linksquares.com/author/linksquares-team" }, "dateModified" : "2025-12-11T17:40:31.940Z", "datePublished" : "2024-08-01T17:45:05.000Z", "headline" : "July 2024 Release Roundup", "image" : [ "https://release.linksquares.com/hubfs/Option%202%20(4).png" ], "mainEntityOfPage" : { "@id" : "https://release.linksquares.com/july-2024", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://release.linksquares.com/hubfs/Navigation/logo_643dd1b1.svg" }, "name" : "LinkSquares" } } ```