Leeway updates
Leeway updates
getleeway.com

πŸš€ Gain more control and flexibility with clauses

 

New

  

Hello 😍,

We know that you want to use the same clause in multiple templates without having to update it individually in each template. But also that tracking the use of all your clauses in projects is important to you…

So please, say hello to Clauses in templates and projects πŸ₯³ !

This means:

⏳ More time saved when updating your templates

πŸ”€ More flexibility while negotiating

πŸ‘€ A global tracking of the use of your clauses in each project

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Learn more about clauses here and try out this new feature now πŸ₯³!

πŸ’ͺ Other improvements

  • Export files: you can now export all your signed files in PDF from the repository. This is an on demand feature, please, contact us if you want to know more.
  • Global search: we improved the search experience by displaying contract status and creation date, so you will find what you're looking for more efficiently

See you soon 😍

πŸ“§ Send signature reminders to counterparties

 

New

  

Hello 😍,

Signature oversights happen and we understand that it can be annoying to have to manually remind your counterparties to sign contracts.

But that's history now. Let me introduce you to signature reminders πŸ™Œ.

When sending the document for signature with Leeway native signature, the option will be checked by default. Automatic signature reminders will be sent to signatories every 5 working days until the document is signed.

Signature Reminder.png

If you have projects that need to be signed soon, try out this feature ✍️!

πŸ’ͺ Other improvements

  • New update on menu : we changed the "Projects" tab name to "Filtered views" and the "Ongoing projects" tab name into "Ongoing negotiations". We also move the latter under the "Today" tab for more visibility.
  • Template creation: the page has been redesign to create templates without a document, with a Word document, or a Community Template, for a faster flow.
  • Create a projet: you can create a project directly from a published template.
  • Leeway profile picture: if you have not upload a profile picture and you signed up with Gmail, we will use your Google profile picture for Leeway.

See you soon 😍

πŸ•Ή Discover our improved navigation menu

 

Improvement

  

Hello 😍,

We've completely revamped our navigation menu to provide you with an even smoother experience.

So, what's different?

Admins now have their own "Workspace" section where they will find templates, smart fields, and reports tabs directly on the menu for easier access πŸ™Œ.

New Menu.png

Finally, for more visibility, we moved the "New project" button and the notification button to the top of the menu. Check it out now!

πŸ’ͺ Other improvements

  • Project participants: on a template, you can define who will be added as project participants and they will be automatically included to the projects created from the template.
  • Reminders notification: it’s now possible to send reminders' notifications to participants and viewers of a project.
  • Counterparty name: you can now edit the name of any counterparty and it will be updated everywhere it is used.

See you soon 😍

✍️ Define which parts of your contract is editable

 

New

  

Hello 😍,

To brilliantly solve the issue of allowing or denying full editing right to collaborators, you can now add custom edition rights to specific parts of your contracts πŸ™Œ.

Let me tell you how!

On template, if project editing rights are enabled, you can block the edition on specific zones of your document. In contrast, if those rights are disabled, you can allow edition to collaborators on certain zones.

Editable Zones.png

Rest reassured, in a locked zone, admins can edit, make suggestions and treat them, just like your counterparty (if authorized).

πŸ’ͺ Other Improvements

  • Editable zones: Collaborators cannot accept or deny suggestions made by the counterparty in a zone where edition is locked.
  • Conditions: Conditions have been redesigned to better match editable zones.

See you soon 😍

⏰ Automate reminder creation on templates

 

New

  

Hello πŸ‘‹,

To make it even easier for you, we made it possible to directly add personalized reminders on templates, instead of setting it up for each project.

And we did not stop there: reminders you'll add to templates will be automatically applied to new projects created πŸŽ‰.

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Try this feature by updating your templates now πŸ‘€.

πŸ’ͺ Other Improvements

  • Counterparty field: When adding a counterparty to a project, you'll see your saved and suggested companies and you'll be able to directly create new ones.
  • Update counterparty name: On summary sheets, it's now possible to reassign a project to another counterparty.

See you soon 😍

🎨 Templates got a makeover

 

New

  

Hello πŸ‘‹,

Simplicity and ease of use are a major piece of puzzle when it comes to drafting contracts. We're super happy to unveil our new template creation page πŸ₯³

You’ll notice that it’s similar to the new project one: the document is in the middle, as for the information and configuration tabs, they are visible on the right.

We did not stop there! From now on, you’ll be able to choose whether you want to publish or unpublish any template created in the organization.

For more personalization, we also made it easier to make templates visible to all the collaborators, a group of people or a single person.

Layout Template.png

Pssst… more features to come soon on template, be patient πŸ‘€

πŸ’ͺ Other improvements

  • Signature: Generate signatories based on specific conditions or attributes values for more flexibility.
  • Template: When creating a new project using a community template, the latter will be copied into your organisation's templates only if it's a new version or if it does not already exist.

See you soon 😍

πŸ‘€ Always know the next steps with the smart negotiation dashboard

 

New

  

Hello πŸ‘‹,

When writing and negotiating multiple contracts at once, it can be difficult to get organized and know at a glance what the next step is for each of those negotiations.

We are super happy to roll out our smart negotiation dashboard. At a glance you'll know what's left to do and how to unlock your negotiations.

A document has been approved and needs to be sent back? A new version has been sent back by the counterparty and needs to be reviewed?

Kanban.png

Always know what to do. You will never be overwhelmed by your projects again.

πŸ’ͺ Other improvements

  • Negotiation: A counterparty can now send back a document for review, if they don't want to accept it for signature right way.
  • Project: Duplicate any project and start from a document with all the attributes already pre-filled.
  • Amendment: Generate an amendment in on click by starting from the initial contract and making only the necessary changes on the newly created contract.
  • Attribute: The new core attribute "counterparty name" is automatically filled in with the company name indicated when generating the project.

See you soon 😍

✍️ Insert signature zone right from the project

 

New

  

Hello πŸ‘‹,

Discover the new βž• button that lets you easily insert tables, images, and break pages anywhere from the editor, as well as signature zones…

You did read that right: our native signature is getting more and more flexible.

✍️ Simply start a project by uploading an external document into our editor and then configure all signature zones directly from the project.

Flexible Signature.png

Your negotiated document has been signed outside Leeway? No problem, you can now import the signed document even if you have already a document into our editor.

πŸ‘ Other improvements

  • Reminders: Default reminders include precise wording to let you know if the contract will be terminated or renewed and how you can act on this.

  • Project preview: From anywhere in the interface, get a preview of each project including all the key data (latest activities, summary sheet, tasks…)

  • Approval: When sending a contract, the approval workflow will be skipped if you're the approver.

See you soon 😍

Introducing Community Templates

 

New

  

Hello 😍,

We know that for each of you, building your company's legal templates can be time consuming. So we thought…why not offering ready-made templates for standard legal documents?

Introducing: The Community Templates!

Browse our gallery of ready-to-use templates and get your project started faster. Need a non-disclosure agreement? A partnership agreement? We have everything you need!

Templates.png

Want to share your own templates with the Leeway Community? Contact us!

πŸ‘ Other improvements

  • Project preview: From anywhere in the interface, you will be able to see an overview of each project that includes all these tabs: Summary Sheet, Activities, Tasks, Participants.
  • Summary sheet: The summary sheet display is now more airy to improve readability.
  • Approval: When sending a contract, the approval workflow will be skipped if you're the approver.
  • Emails: The sender name is now yours like "John Doe - Acme" and not anymore "Leeway" in order to improve your experience when sharing document with external parties.
  • Emails: Your company logo is now included in all emails sent to external parties.

See you soon 😍

Sign any document from Leeway with Docusign

 

New

  

Hello there,

Sometimes, you need to sign documents negotiated outside of Leeway or external PDF files. Some other time, you need to sign external additional documents along with your main contract negotiated within Leeway.

Until now, you were obliged to upload the document into Docusign, track the signature on Docusign and, at the end, download the signed document and re-upload it into Leeway.

⚑️ Now it’s much easier:

  • simply upload all of your external documents into Leeway,
  • select the ones to be sent for signature using Docusign,
  • track the signature process from Leeway,
  • benefit from automatic storage of the signed document in the correct folder

Docusign Multi.png

Whether you negotiate on Leeway or not, all of your signature process can now start from one place: Leeway

πŸ‘ Other improvements

  • Reminder: Emails sent for contract termination or renewal have been updated with more details.
  • Editor: From our editor, select any font-size you wish. Time to customize your contracts and templates.
  • Editor: New "+" button to easily insert tables, images, break pages anywhere from the editor.
  • Signature: Hide or display your organization's name above the Leeway signature area. Need to sign for another of your subsidiaries? You can do so.
  • Attributes: Attributes assigned to you are not in blue anymore in the contract. No way will your counterparty negotiate these!
  • Project: Find the private and public activities in the same tab on the project, with a filter on the top right.
  • Files: Upload multiple attached files at once, or drag and drop these.
  • Files: New display below the editor or above the activity to make the attached files more visible.

See you soon 😍