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πŸš€ New - Smartdocs: Add Multiple Parties to One Document!

New Feature

You can now create Smartdocs that involve several parties β€” perfect for contracts or projects that require input from different people.

Here’s what’s new:

  • Add and rename multiple parties in your Smartdoc templates.
  • Assign specific fields to each party (signatures, text fields, dates, etc.) or link them with Hubflo attributes
  • When sending, select a different contact for each party.
  • Track progress with a new completion indicator (e.g. 2/4 completed).
  • Copy the link of a pending Smartdoc to resend it easily via chat or email.

πŸ‘‰Once all parties have completed their parts, the final document will be available for everyone to download from the Client Portal.

CleanShot 2025-10-13 at 10.56.57@2x