Updated Articles

  1. What's New (August 24, 2026)

    Twice as Many Custom Fields Custom fields just got a lot more room to grow. You can now create up to 20 custom fields, double what you had before. And it's not just extra storage. Whatever you put in a custom field, Pipeline knows w...
  2. What's New

  3. What's New (July 26, 2026)

    Control Who Can Run Pipeline AI You asked, and we listened. This was the top request we heard after  Pipeline AI  launched. Now, you can decide who at your office is able to run each Pipeline AI action. By default, everyone keeps the access the...
  4. What's New (September 6, 2025)

    Keep Your Transaction Documents Neatly Grouped—Automatically 👉👉 Please alert your team of this new feature for the smoothest transition. Pipeline’s new Automatic Document Name Grouping helps your transaction doc lists stay clean...
  5. What's New (October 25, 2025)

    Pipeline eSign eSign Now Available on All Accounts! (Action Needed to Use) Pipeline built-in eSignature tool is officially here!🎉 You can now send documents out for signature directly from within Pipeline, no need to juggle...
  6. What's New (July 1, 2026)

    Pipeline AI Is Officially Here This is a big one. Pipeline AI reads your contract and builds the transaction for you — property details, important dates, contacts, and commission info, all filled in automatically. What used to take 10–12 mi...
  7. Transaction Overages

    With Transaction Overages on, your plan limit never delays a deal. Keep creating transactions past the limit at a flat $15 each — waived if you upgrade in the same billing cycle. Introduction Transaction Overages is an optional bil...
  8. Account

    Company Settings Home Page Announcement Billing Basics Transaction Overages Billing History Update Credit Card Information Two-factor Authentication Monthly Backups Exclude Active Transactions from ...
  9. Billing Basics

    SUMMARY Securely manage your billing information directly in Paperless Pipeline. IN THIS ARTICLE Upgrade / Downgrade Your Account Monthly Limit / Transaction File Quota Update Credit Card Cancelling Your Account FAQ Upgrad...
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