New: Spellchecking on document builder

Good news! If you occassionally introduce typing misteaks mistakes in your documents, we've just shipped spellchecker on document builder!

CleanShot 2024-09-13 at 13.15.04.png-6365

When the system finds a typo, it'll higlight it and offer up suggested fixes as you would expect.

What do you think about this update?
Improved: Doc builder version 3 is live!

Fantastic news, the highly anticipated document builder update has been pushed live!

From all of the team here we really, REALLY appreciate all the patience on getting this feature live and look forward to seeing what you build with it!

We’ve produced some awesome guides on the new doc builder over here:

https://support.plannrcrm.com/en/article/document-builder-3klrdh/

And a subsequent update on the different editing elements, here:

https://support.plannrcrm.com/en/article/document-builder-elements-yz5pg6/

Enjoy!

What do you think about this update?
New: Ability to clone Document templates

There is now the ability to clone existing document templates

  • Within document builder select 'Manage > Templates'
  • Choose the template you could like to clone and select 'Manage > Clone'
  • Your new cloned document will appear in your template list with 'Copy of' infront of the original name, you can now edit the template and change the name as appropriate

See screen shot below:

Give it a try! If you have any questions or issues please don’t hesitate to raise a ticket in the usual way or via help@plannrcrm.com.

What do you think about this update?