Features

The Daily Summary


Your active deals—all in one place. Our new daily summary feature will send you a daily email updating you on the status of all your active deals. You'll be notified about new documents & versions uploaded, new collaborators added and signatures collected on each individual deal you're working on. You'll receive a daily summary email only if any of your projects have activity. If your projects are all inactive, you won't receive an email.  You can also turn off the daily summary email from your account settings.

The daily summary, which you'll receive at the start of your day for the previous day's activities, will look like this:

 

Daily Summary Preview

As always, we're here to help if you have any questions. Email us at support@dealcloser.com and we’ll get back to you as soon as possible.

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