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.
Different Document Templates
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.
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.
We are pleased to introduce a brand new feature to help manage your deal workflows and back-office processes to ensure timely and organised transaction management.
Conveyancing is the action of preparing documents for the conveyance of property and is a critical part of the real estate sales process.
Successfully managing the process for getting all the appropriate documents in place, and on time, right up to the issuance of the Title Deed is a critical part of Estate Agency work.
Now with our new deal workflow management system you can efficiently manage the full end-to-end process of completing a sale or rental transaction through the super handy PropSpace Deal Wizard.
If you would like to learn more about this new feature please do not hesitate to reach out to our Support Team and we will be happy to guide you through these new settings or we can arrange a training session for you.
Let PropSpace do the work for you, keep customers happier and use a proven system to make sure your deals are managed and tracked efficiently!
Download Instruction Manual Here: Deal Workflow Management – PropSpace Deal Wizard