21.15.0 Release Notes

Jim Carter

VP of Software Dev @ Windward Studios

The major enhancement for this release is the ability for the Web Designer to work with Salesforce Opportunity data. Create proposals, contracts, invoices etc. from your Salesforce data. Released on September 28th, 2021.

Web Designer Improvements#

Today tag allows offset for calculating future date#

This is useful for calculating a future due date or expiration date based on the date the document is created.

Salesforce Templating#

  • Ability to create documents from Salesforce opportunity data
  • Salesforce Free Tier added
  • Salesforce sample template added