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February 2023 Updates

Written by Charlie Troccaz
Updated over 3 weeks ago

To celebrate the new year and add a sparkle to your eyes, the entire team is very proud to present these new features you’ve been eagerly awaiting.

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Navigation and collaboration

✍️ Electronically sign documents

This update allows you to send electronic signature requests for documents to your candidates, employees, prospects/clients, all without leaving BoondManager AND certified by our partner Universign. This enables you to have documents signed such as:

  • HR contracts / subcontracting agreements / amendments

  • commercial offers/quotations

  • ...

You can also track the progress of the signature and find signed documents directly in the resource, candidate, and opportunity records.

🎨 Customize the colors of your "States"

This update allows you to choose the color associated with each State of a record from Administration (choose from a palette of 20 colors 🌈).

For example, red can indicate a high priority level, green a success...

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HR Management

🕵️‍♀️ Create & send forms to your employees

This new feature allows you to configure forms from BoondManager that you can send to your employees.

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The results will then be available on the relevant BoondManager record.

Other updates

🧾 View billing intermediaries

You can now distinguish the final client from the billed client (level 2).

You can define for each project if there is a billing intermediary. If defined, then the order records will retrieve billing information from this company (billing details, VAT number, provider number, etc...)

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📨 Integrate the original formatting of emails into actions

Thanks to this update, it is now possible to keep the original format (html) of the email added in actions using Gmail and Microsoft online add-ons.

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The following elements will thus be preserved:

  • line breaks

  • lists (bulleted and numbered)

  • hyperlinks

  • bold / italic / underline

  • ...

📱Mobile Apps: even stronger dashboards

You can configure your mobile app dashboard even more easily by clicking the cogwheel of each widget:

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As a reminder, your dashboard allows you to see at a glance and also access in one click:

  • Time, expense & absence documents to validate

  • Metrics on candidates, resources, companies, contacts and opportunities matching specific criteria

  • Your data (candidates, resources, companies, contacts, opportunities) filtered according to your widget configuration

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❓Additional configurations

From your dashboard, you can click the cogwheel at the top right to access:

  • The order and configuration of your dashboard widgets

  • The order of menus offered in your application

  • The exit door (log out to log in to another account)

❓Want to participate in our roadmap?

We make available a portal where you will find updates officially in our roadmap. Feel free to vote for them to help us prioritize (by describing their criticality and how it would help you). Also, feel free to submit other ideas by clicking the "Submit an idea" button at the top right.

Our product team relies 100% on client feedback so our teams can work exclusively on updates that help you in your daily work.

We hope this article was useful and we strongly invite you to let us know by voting just below.

If you still have unanswered questions, please don’t hesitate to contact our Support team who remains at your disposal.

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