ClientRelay's Newsletter (3)

Improved exporting PDF of Proposal and new exporting Questionnaire

Modified on Mon, 10 Aug at 10:02 AM
Updates: Client Intake > ACN Verification & KYC Onboarding

Modified on Wed, 12 Aug at 8:45 AM
Proposal Upgrades: Drag & Drop, Fixed Payments, and Live Preview

Modified on Tue, 25 Aug at 1:31 PM