Recurring requests
Send the same request on a recurring schedule, like every month, quarter or year
Refreshed client view
After years of learning what works and what doesn't, we're rebuilding the client's experience for improved response times.
Bulk send requests
Send the same request to many clients at once
Collapsed sections
Reduced space in-between related groups of questions
Permissions and roles
More granular permissions and team roles to limit access to clients or requests.
Digital signatures and PDF generation
Ability for people to digitally sign documents and to generate PDFs with responses. The simplicity of Content Snare meets PDFs. No more ugly form fills.
Much more
We are always re-evaluating our roadmap based on your feedback. What you see here are only the major developments we are planning.