Blog

All Posts By

Navas Azeez

unnamed (5)

Introducing the Document Templates and Letters Module

The PropSpace team is delighted to announce the full roll-out of a huge new feature the will make your lives and day-to-day jobs easier!

Document Templates Module

For those of you with sharp eyes, you will have noticed this new menu item appear a few weeks ago when we launched this in beta phase to some of our clients.

Now the module has been rolled out to all users (who have the relevant permissions to view the screen) and is accessible from the main Admin menu. This new screen will allow you to upload or create from scratch all your important company documents and then to automatically populate them with your clients’ information at the click of a button.

The days of manually filling in Word documents for every new deal are gone, now with the PropSpace Templates Module, you can create your documentation super quickly and hassle-free.

unnamed (20) unnamed (6)

Different Document Templates

Screen Shot 2019-04-15 at 1.59.34 PM

Create a custom letter or document template

You can either create a rich text letter template using the advanced editor interface. Or you can upload an existing PDF or JPG form or document. Both types of documents allow you to easily merge tags for dynamic content generation.

Letter Templates

unnamed (7)

Document/Form Templates

unnamed (8)

To request a training session to see the new Document Template Module in action and how it can help your business, please get in touch with our software consultants today or call +971 4 420 1044.

unnamed (14)

Managing Approvals: Original or New System

You can now manage your approvals in two different ways. On the Profile Screen (available to Admins or Managers based on access settings), you can choose whether you wish to have the New Approvals system in place (via the Enabled option) or alternatively you can revert to the old Approvals system by selecting Disabled.

unnamed (13)

Managing Approvals – New Screen

Managing Approvals

We are happy to introduce a brand new Approvals Screen on PropSpace, which will ease the process for admin or manager users to review and approve various edit requests from their users where ‘requires approval’ settings are enabled.

Some companies who use PropSpace wish their Administrators or Managers to approve new records (such as listings) or edits to existing records to ensure accuracy and quality compliance.

vm

Viewings scheduling and management

We are delighted to introduce a brand new module on PropSpace to enable you to conveniently manage your property viewings in one place: PropSpace Viewings

unnamed (4)

The number of viewings an agent does each week is a key performance indicator for any real estate business. It’s a numbers game – the more viewings you do with your clients, the more deals you are likely to close.