At Spiff, we show love ❤️ by shipping features…Happy Valentine’s Day!
New Product: Contract Management and E-signatures
In just a few clicks, Spiff now lets you send out contracts to your sales reps, request e-signatures and file signed documents, all in one place. Given Spiff already stores commission logic, all you need to do is upload a document, drop a few tags, select the reps you need signatures from and voilà! Each rep will receive a personalized contract with their own commission data in it. Disclaimer: You might want to start thinking about what to do with all your new free time…
In the same way BI or CRM tools let you filter out data, we upgraded our Filter Builder with drop-downs so you never have to use syntax again. Select a field and we’ll guide you with contextual suggestions for the rest of your expression. We even show you the syntax-equivalent of your expression in real-time…but don’t worry, you don’t have to tell anyone you used the drop-downs…
Notes allow you to add documentation to your commission logic, provide more context about business rules and facilitate knowledge transfer with your team.
When most apps require professional services to sync in custom objects, Spiff is one of the only apps on the market allowing you to automatically do this from all the systems we have connectors for…If this is too technical, just remember these two words: FAST and CHEAP =).
Salesforce Field History Tracking Support
We now let you reference Salesforce Field History Tracking inside Spiff. This feature is very helpful in cases where non-date field changes need to be tracked in a certain order.
That’s it for this month, but as always, if you have any questions, comments or feedback, please let me know directly. Also, if you would like a demo, click here and we will be happy to schedule one for you. You can also watch a quick video about how our customers feel or just go to spiff.com for more details.