More flexible e-signing, greater control over firm branding, and enhanced workflows designed to make transaction management faster and easier.
We're continuing to make DealCloser more powerful, flexible, and intuitive for the legal professionals who rely on it to manage their transactions.
Our latest product updates introduce expanded e-signing capabilities, greater control over firm branding, and improvements to project navigation, activity tracking, and platform performance.
Here's a closer look at what's new and how these enhancements can help your team work more efficiently.
Preparing documents for signature just got easier.
DealCloser's DocuSign integration now supports additional signing fields, allowing users to place signature, initials, and text fields directly within DealCloser.
Previously, certain signing workflows required users to switch to DocuSign to add these fields. Now, more of the document preparation process can be completed without leaving DealCloser.
With these expanded capabilities, deal teams can reduce context switching, streamline signature preparation, and keep more of their closing workflow in one place.
We've also expanded DealCloser's built-in e-signature functionality to support document initialing.
Users can now place initial fields anywhere within a document, allowing signers to initial specific pages or sections as part of the signing process.
This added flexibility makes it easier to accommodate documents that require both signatures and initials, without relying on separate signing tools.
Your firm's branding is an important part of creating a consistent, professional experience for clients and collaborators.
With our new self-serve branding functionality, firm administrators can now manage and update their DealCloser branding directly within the platform.
Administrators can customize:
These updates can now be made without contacting DealCloser's Customer Success team, giving firms greater flexibility and control over their branded experience.
Managing multiple transactions requires quick and easy access to the projects that matter most.
Our enhanced Projects screen introduces several improvements designed to make navigating and organizing transactions more efficient.
Users can now:
Whether you're managing a handful of active transactions or overseeing a large portfolio of deals, these improvements make it easier to find the information you need and get back to work.
Alongside these new features, we've introduced several enhancements designed to improve everyday workflows.
Changes to checklist column values are now automatically recorded in the project activity log.
This provides greater visibility into project updates, making it easier for deal teams to understand what changed and when.
We've made improvements to platform performance to help users complete everyday tasks more efficiently.
These include faster Projects List loading times and improved document thumbnail generation when performing tasks such as reordering signed pages or adding signature pages to checklist rows.
Together, these enhancements help create a faster, more responsive transaction management experience.
Every improvement we make to DealCloser is designed to help legal teams spend less time on administrative work and more time moving transactions forward.
From simplifying signing workflows to providing greater control over branding and improving platform performance, these latest updates are another step toward a more connected and efficient closing experience.
Schedule a demo to learn more about how these updates can support your firm's workflows.