Updated Articles

  1.  Pipeline Pro: Effective ways to utilize the More Info field (May 20, 2020)

    Last Updated: 07/31/2025 in Guides By Topic Training Admin Training Pipeline Pro Webinars Paperless Pipeline Pro Webinar
    May 20, 2020 This week we'll go over several creative and practical examples of how the More Info field can help improve your efficiency in Pipeline. Be sure to pop in! 9:14 ...

  2. What's New

    Last Updated: 07/30/2025

  3. Create a New Offer

    Last Updated: 07/22/2025 in Guides By Topic Transactions
    SUMMARY The New Offer feature is used to create a copy of an existing transaction. This feature is most useful when a pending offer on a listing has fallen through (or was cancelled/terminated for any reason) and there's now a new offer on the s...

  4. Monthly Backups

    Last Updated: 07/21/2025 in Guides By Topic Account
    SUMMARY Monthly backups are included in your Paperless Pipeline plan and are automatically generated and accessible from within your account. IN THIS ARTICLE Monthly Backups Accessing Backups What's Included How is the Monthly Back...

  5. What's New (July 13, 2025)

    Last Updated: 07/14/2025 in What's New
    Create Clean New Buyer Offers in Seconds When a transaction is buyer-side only, New Offer now works smarter, creating a new transaction that only brings over the buyer-related fields, contacts, and docs you need, and nothing you do...

  6. What's New (April 27, 2025)

    Last Updated: 07/09/2025 in What's New
    Send Reference Docs Directly from Transactions Save time and steps by attaching Reference documents directly to messages you send from transactions. It’s a fast, natural way to share the docs your team uses everyday, right from where y...

  7. Send Signature Requests

    Last Updated: 07/08/2025 in I am an admin. Pipeline eSign

  8. Your eSign Plan

    Last Updated: 05/09/2025 in Guides By Topic Pipeline eSign

  9. Understanding Pipeline eSign

    Last Updated: 05/09/2025 in I am an admin. Pipeline eSign
    Pipeline eSign is Paperless Pipeline's built-in electronic signature solution. It's secure, easy to use, and fully integrated into your Pipeline workflow. Introduction Pipeline eSign brings electronic signatures into your t...

  10. Getting Started with Pipeline eSign

    Last Updated: 05/07/2025 in I am an admin. Pipeline eSign
    Try Pipeline eSign for free and see how easy it is to send secure, legally binding signatures in Paperless Pipeline. Then, when you're ready, activate your plan to enable signature requests for your whole team. Introduction Get...