December Product Updates: Efficiency & Control
December 9th, 2025
A fresh set of enhancements designed to give you more flexibility and visibility in your workflows.
- 🔄 Greater Early-Renewal Flexibility: Adjust contract start dates even after creating an early renewal quote.
- ⚡ Faster Rule Setup: Save time by cloning existing Dunning rules rather than building new ones from scratch.
- 🔎 Expanded Global Search: Instantly find records by Credit Note IDs, Payment IDs, and Account Document IDs.
- 🤖 Smarter Automation: Account-level email CCs are now fully supported in Record Automation workflows.
- 🛡️ Enhanced Audit Trails: Edits to Validation/Approval Rules and Conditional Terms are now captured in your Audit Logs.
- ✅ Batch Processing Safeguards: Quotes set to be editable post-signature are now automatically excluded from batch processing.