View latest updates to Paperless Pipeline here  → 

• Format notes and send structured emails from transactions: Format transaction notes and messages with bolded text, italics, bulleted lists, etc. Pipeline now supports the popular and easy-to-learn Markdown formatting method to give you better control over the appearance of your transaction notes.
  
  
• Private Notes! Keep transaction notes visible only to sender and recipients. When adding a transaction note, you can now mark it as private with a single click. A private note is only shown to its author (i.e. sender) and recipients in the Notes & Sent Emails section of the transaction. Previously, all notes were shown to all users who had access to the transaction.
  
  
• Copy and paste multiple tasks in one shot when setting up checklist templates: Paste in a list of tasks with one click to save time and minimize errors when setting up checklist templates.
  
  
• Hide checklist completion percentages from agents to simplify agents' view of transactions: Uncheck the company-wide setting "Show checklist completion percentages to agents" to prevent your agents from seeing checklist completion percentages across their transactions. This can eliminate agents' confusion if the percentages reflect tasks that agents are not able to view.
  
  
• Plus scores of small improvements.
  
  

Mar 6, 2016:

Feb 14, 2016:

Jan 31, 2016:

Oct 24, 2015:

• Provide a default value for the More Info field: Want to teach your agents (and staff) to follow guidelines on the data they need to enter in the More Info field of their transactions? Now, you can set a default/template value for that field. For example, if you need them to fill in Buyer and Seller sources and lock-box codes, you could set a default value of:

Buyer Source: ___________
Seller Source: ___________
Lock Box: _______________

• Copy over contacts to New Offer: Now when you use the New Offer feature to create a new transaction from an existing one, all contacts will be copied over so you don't have to re-enter them.

• Filter unreviewed and unentered docs by their label: There's a new option in unreviewed/unentered docs that lets you filter those docs by a specific label. And as before, you can also sort those docs by their label.

• Disable automatic expiration of listings: If your office uses its own process to manually handle listings that are past their expiration date, you can now disable Pipeline's automatic expiration feature. Most offices will want to keep this feature turned on (it's been working great for 99.9% of the offices that use the system).

• Ability for agents to add commission notes to their transactions: Agents can now add a commission note to their transactions in Active, Listing or Pending statuses. If a commission note already exists, agents can't overwrite it (only admins can).

• Ability for master admins to delete received emails on transactions: If you have mistakenly sent an email to the wrong transaction, you can now ask your master admin to delete that email. Your master admin can also delete the corresponding note on the transaction. All such deletions are logged in the Transaction's History for audit-trailing.

Sep 6, 2015:

• Sort transaction docs by label name: You can now sort a transaction's docs by their label name.

• Sort users by last name or location name: Admins can now sort users from the Manage Users page. Click the Name or Location column to sort by that column. The name sort orders the agents by their last name but shows them as first name followed by last name.

• Email reference docs to any user: When emailing out reference docs, the system will now suggest all active users from your company that match what you start typing in the email address field.

• Share transaction contacts conveniently via notes: You can now drag and drop a transaction's contacts or agents right into the Note's body. The system will format them nicely for you, all ready to email out.

Aug 23, 2015:

Jul 7, 2015:

Jun 28, 2015:

Jan 11, 2015:

Aug 23, 2014: 

• Incomplete and completed tasks emailed in Notes are now shown to agents in the transaction's Notes section provided that the transaction does not use task assignment i.e. the transaction only contains tasks open to anyone. Previously, only admins could see tasks in the Notes section. So if your office doesn't use the Task Assignment (Task Visibility) feature, the system will show all tasks emailed via notes in the Notes section.
• The "visible to" attribute of tasks emailed via notes is no longer shown in the Notes section. This is to eliminate confusion for agents.

Aug 15, 2014: 

• Transaction creators are no longer allowed to view a transaction unless they are marked as a agents on that transaction (or have admin permissions). Previously, transaction creators could see their transactions even if they were later removed as agents.
• Emailed documents now expire in 30 days. Previously, they expired in 7 days.

Apr 28, 2014: 

• Assign tasks to users
• Improved relative dates on tasks: trigger relative dates based on checklist addition date, transaction expiry date. Define relative dates based on your business holidays (previously, you could only use calendar days).
• Download a transaction on demand: Hand off closed transactions to agents without waiting for monthly backups.
• Batch import listings from other systems
• Import dropbox docs into Working Docs: Assign dropbox docs to transactions with a couple extra clicks. Great for iOS and other mobile users.
• Store website links within Office Docs: Let agents and admins access all your intranet and internet services from one place.
• Add color-coded custom labels to working docs: Distribute working doc assignment responsibilities across multiple admins.
• Send multiple Transaction Docs or Office Docs to DocuSign easily: Organize multiple docs under the same DocuSign envelope.
• Define a primary admin for each location. Auto-generated emails will be sent *from* the location admin.
• Rerun your most recent 5 searches with one click.
• Receive daily emails with updates to transactions and working docs.
• Admins: reset passwords for your users.
• Download last calendar year's transaction spreadsheet. Previously, you could download only the current year's spreadsheet and a spreadsheet of all your transactions.
• Download checklist templates as spreadsheets for offline work.
• Comments on transaction documents are now recorded in the Notes area.
• See transaction's agents on the Tasks page.
• Collapse or expand the Contacts section of a transaction.
• Control whether active transactions are included in your monthly backups or not.
• New "Save" button at the top of the Edit Transaction form.
• More sorting options on Working Docs page.
• Plus dozens of more enhancements. Check them out here →

Dec 22, 2013: 

Dec 15, 2013: Happy Holidays!

• Email Office Docs
• More transaction sorting options: to help you quickly find newly added, updated, and accepted transactions.
• Improved doc-comments workflow: Alert agents by email whenever you (the admin) comment on their documents.
• See all comments on docs in Transaction History
• View agents' phone and fax numbers in their transactions. Agents can update this contact info in their own profile.
• Customize your signature on emails you send out from the system.
• Manage your company's stored break apart templates in the Admin area
• Quickly view the names of agents who will have access to docs you are assigning to transactions. When you are categorizing a doc (during assignment), hover over the new people icons to see who will have access to that doc.
• When there's Video Help available for a page, your users will now see a little video icon at the top right corner. 
• Ability to fix the position of checklists for when you have lots of them on a transaction. The checklists stay put while you scroll the transaction page. We know only power users like this feature so it's off by default and can be turned on or off easily by clicking the little double-arrow icon to the left of Checklists.
• When adding or editing a user, hover over any permission to learn its purpose and see whether it's suitable for agents. This will help you avoid giving admin-level data access to agents by mistake with improved explanation for each permission.
• And stockings full of other improvements to help you and your agents be more efficient.

Oct 23, 2013:

• DocuSign integration: easily exchange docs between Pipeline and your DocuSign account.
• Better contact management: Pipeline now remembers past contacts on your transactions, making it easy to reuse them.
• Better emails: Pipeline now remembers your past email recipients so you can reuse them.
• Agents can now create New Offers on their own transactions
• Show or Hide doc comments on transactions. And Pipeline will remember your preference.
• New company field for your contacts.
• Ability to exclude Notes from being copied to a New Offer
• Sort Unreviewed Docs by name or assigned-on date
• Better email-docs interface on transaction
• Ability to delete auto-suggested doc names during upload of docs to transactions

Aug 25, 2013:

• Checklists can have automatically calculated due dates based on close date, acceptance date, and transaction creation date.
• Transaction Docs are sortable by various columns.
• Optional Information (buyer, seller, pricing, etc.) is expanded by default. When you expand/collapse it manually, your preference is remembered.
• Your agents can break apart or merge their own docs in a transaction. They won't be able to delete the original docs if those have been reviewed.
• When directly uploading docs to a transaction, your recently used names will be remembered and suggested back.
• Transaction lists across the app have an info icon. Hovering over it shows quick information about the transaction.
• When hovering over the agent icon, you can see which side of the transaction they are on.
• On the left-hand-side panel's "Recently Created" transaction list, you can see the creation date of the transaction.
• The agent selection area during transaction creation and update shows permission-related help.
• When adding a checklist template to a transaction, the template list is immediately expanded, saving you an extra click.
• When any task on a transaction's checklist is updated, the task is highlighted in yellow to confirm that we have saved it successfully.

July 1, 2013:

• Agents can now edit buyer/seller and pricing info on their transactions.
• Unreviewed and Unentered docs can now be filtered by transaction status.
• Emailed notes and daily tasks now have better formatting.

June 17, 2013:

• Changes to any field of a transaction are now shown in the transaction history page.
• On the transactions page, you can now filter by status category in addition to filtering by individual statuses. For example, you can filter by all transactions in any Closed status.
• Office docs can now be reordered within their categories by dragging and dropping them into a new location.
• Office docs can now be edited inline. No need to leave the page to rename or re-categorize an office doc.
• Doc previews can now be zoomed in or out. And your zoom preference will be remembered by the system.
• The expanded or collapsed states of various sections of the Dashboard will now be remembered on your next visit. Collapsing sections you don't usually use will also load your Dashboard faster.
• The printed version of transactions is now better organized and looks prettier.
• All emails going out of the system are now formatted for better readability.
• We have made all icons sharper on high resolution monitors such as retina displays.
• Document break-apart templates are now organized by location instead of being shown in one long list.
• We have made Pipeline more compatible with mobile screens.
• We have drastically reduced the size of Pipeline's Javascript and CSS code that runs in your browser -- pages should load faster now.

May 5, 2013:

April 26, 2013:

Apr 18, 2013:

Mar 27, 2013:

Feb 24, 2013:

Jan 30, 2013:

Jan 6, 2013:

Oct 9, 2012:

• Office doc previews: The office docs page now has the same previews you love on working and transaction docs. 
• More statuses archived in Transactions list: Leased, Expired/Withdrawn, and Rejected statuses are now excluded from the Transactions list by default. Click "view all" to see them.

Sep 16, 2012:

Sep 2, 2012:

Jul 1, 2012:

May 22, 2012:

Feb 28, 2012

Feb 26, 2012

Jan 6, 2012

Jan 3, 2012

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