Leeway updates
Leeway updates
getleeway.com

πŸ—ƒοΈ Store conditionally in Dynamic folder

 

New

  

Hello 😍,

We're always looking for ways to make your experience with Leeway better, and this latest update does just that. You'll now be able to store conditionally your contracts thanks to our new feature: Dynamic Folder!

When generating a project from a template, it will work like magic:

  • Folders will be created with the right name and access rights
  • Projects will be stored in the right folder automatically

Dynamic folders.png

Contributors no longer have to worry about where to store their projects. Your repository will be organized and clean πŸ™Œ

And, yes it is as easy as it seems, go and try out the feature now!

πŸ’ͺ Other improvements

  • API: faster than ever, we improved our API’s performance πŸš€
  • Searching: we enhanced the way to search members when adding approvers or participants

See you soon 😍

➑️ Discover our new project interface

 

New

  

Hello 😍,

We know how much you like the platform to be intuitive. That's why, we are releasing a new project interface: a facelift for a more user-friendly and collaborative interface. 🀩

DBI 2.png

Looking like the Template interface, you will find everything you are looking for on your right: from the summary sheet to the activity and participants.

πŸ’ͺ Other improvements

  • Comment: you can now mention guests in your comment. On their part, they can now mention members.
  • Project creation: we add a help text to guide you further in creating a project.
  • Filters: an improved filter when searching for members, easier and quicker!

See you soon 😍

πŸ”’ Define specific order for your workflow

 

New

  

Hello 😍,

To improve your processes and get the right person involved at the right moment, most of you asked us to define specific approval orders. Similarly, some of you have asked us to define signing order, to determine who should sign the contract first.

πŸ₯³ Here you go: you can now define in which order approvers should validate a contract, and then by whom it should be signed first (you or the counteparty).

image.png

It's time to rework your approval scenario and signing order for each of your contract type.

πŸ’ͺ Other improvements

  • Repository: folders are now loaded faster than ever.
  • Counterparty: you can re-assign a project to any other counterparty.
  • Approval: any approver is automatically added to the project when the workflow is launched.

See you soon 😍

πŸ—‚ Manage your folders' access easily

 

New

  

Hello 😍,

When managing your folders and ultimately your contracts, you probably want to make them accessible only to the relevant people from your organization. But it can take a lot of time to configure.

Well…It's now straightforward to give granular access to folders to your collaborators πŸ™Œ

Here's what you need to know! Let's say you created a folder 1 and inside, a subfolder 1.1:

  • The people who have access to folder 1 will automatically have access to subfolder 1.1
  • If you decide to remove members from folder 1, they will be removed from subfolder 1.1
  • But if you decide to add a new member inside the subfolder 1.1 directly, they will not have access to folder 1

Folder rights.png

Combinations are infinite, and it gives you freedom and flexibility over what you want to share. See it for yourself and try out the feature now!

πŸ’ͺ Other improvements

  • Comments: you can now archive your own comments.
  • Integrations: they are now directly accessible via the main menu.

See you soon 😍

πŸ”Ž Search inside a signed contract

 

New

  

Hello 😍,

While typing a keyword in our search box, you want to see the counterparties or project's names that match the word but, you also want to see where a specific term has been used in a contract.

That is why we made it possible to search keywords inside any of your signed contracts πŸ₯³

You'll only have to type a keyword, as usual, and we will display a preview of where this word has been used in a contract.

Search PDF.png

This will be possible to do so on PDFs generated on or outside Leeway, after signature. Another reason to store all your contracts in our app!

It will be gradually deployed to our users. Try it out now πŸ‘€

πŸ’ͺ Other Improvements

  • Projects: viewers of a project can now link a project they have access to, to another one.

See you soon 😍

πŸ”€ Connect your favorite tools to Leeway with our API

 

New

  

Hello 😍,

If you had a magic wand you would probably do anything to ease your processes. Well…no need to resort to magic because Leeway has now its own API 🀩!

It's great news for growing companies who want to connect all their tools, have accurate data and streamline processes. For example you can:

  • πŸ”— Send data from Leeway to your other tools (Oracle, SAP, Chargebee)

  • πŸ‘©β€πŸ’» Create back-ups of your contract database on third tools (Google Drive, Share point)

  • 🎯 Automatically create a contract from any other tool (Hubspot, Pipedrive)

  • 🀩 And possibilities are infinite…

API.png

This feature will be activated upon request. If you're interested contact us πŸ™Œ.

πŸ’ͺ Other improvements

  • Clause: You can now insert smart fields into your clause and make it even more dynamic.
  • Clause: You can now easily display a clause under condition into your contract.

See you soon 😍

πŸ“š Access your dynamic components easily

 

New

  

Hello 😍,

Having to open a template to create a new clause, or to go to your settings to monitor your smart fields is not ideal. And we know that easily managing these components is important to you.

That’s why we are excited to launch our new Dynamic Components library, directly accessible from your menu πŸ™Œ !

From now on, you’ll be able to track and manage every clauses and smart fields created and create new one from here!

Clause playbook.png

Some improvements about this feature will follow very soon πŸ‘€. In the meantime, check it out now!

πŸ’ͺ Other improvements

  • Notifications: from now on, you will only receive an email and notification when you're mentioned in a comment made on the document you're participating in.
  • Smart fields: options for multi-select or single select are now sorted by alphabetical order.

See you soon 😍

πŸ”— Gain visibility with the counterparty profile

 

Improvement

  

Hello 😍,

We know how useful this is to easily see all projects with a specific counterparty.

🀩 So, we have completely redesigned the counterparty profile page. It works like a view: you can find all signed and unsigned contracts and apply filters.

You can access this page by clicking on the counterparty name where it appears on a project, but also, from the global search.

Indeed, when you search for a keyword from the search field on the menu, we now display in the results the counterparties matching the word.

Counterparty profile.png

We are also thinking about displaying specific data related to each counterparty. If this is something you're interested in, please upvote here 😊.

πŸ’ͺ Other improvements

  • Counterparty: we now display the counterparties matching a word written in the global search.
  • Folders : find them easily by searching by name thanks to the addition of a search field.
  • Folders: when creating a subfolder, you can now add the parent folder to it.

See you soon 😍

πŸ“ƒ Easily preview signed documents

 

New

  

Hello 😍,

Until now, signed files were not directly accessible or readable inside your projects. And we know how this is frustrating if you need to quickly check a document.

You can now preview directly the signed documents when opening projects in Leeway. No more additional clicks, no more downloads.

Signed PDF.png

Pssst… we're preparing much more on this, but we can't say more for now 🀫

πŸ’ͺ Other improvements

  • Signed document: If you have uploaded the wrong signed document, you can now delete it and upload a new one.
  • Mass import: You can now choose in which folder your projects will be added, as well as dynamically create folders when mass importing projects.
  • Template folder: You can now create a new folder directly from template on the default folder section.

See you soon 😍

🌈 Gain more control with Webhooks

 

New

  

Hello 😍,

A contract has been fully signed and you want to automatically send a Slack notification to your collaborators or create an event in your calendar without having to manually doing it each time it happens?

Then, Webhooks are what you need πŸ™Œ!

This new integration will allow you to automatically accomplish actions after an event has been trigger on Leeway, just like magic.

For now, the events on Leeway include:

  • A contract has been created
  • A contract has been fully signed
  • A reminder has been triggered

Webhooks.png

This feature is available for PRO plans. If you'd like to know more, please contact us.

πŸ’ͺ Other improvements

  • Counterparty signature: if your counterparty has not entered his/her name correctly, it's now possible to edit it right before signature.
  • Signature zones: from your projects, you can now add signatories directly from the signature zone.

See you soon 😍