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Add expiration date to Contracts
April 23, 2025
Did you know that you can create and manage contracts in JourneyCARE? This feature is perfect for speaker agreements, sponsor contracts, donor pledging, and more.
New to the feature this week is the ability to add an expiration date, after which the receiver will not be able to sign the document. Simply enter the number of days after which a document should expire. The countdown begins the moment the document is sent.
Optionally, you can add a reminder about any agreement that is about to expire.
Customers completing a $0 order through Forms or Surveys can now skip card entry altogether. With the new Require card for $0 orders setting on the Sell Products element, payment fields are automatically hidden when the total is confirmed as $0 and there are no recurring charges. This also applies to orders made free through a 100% discount, while subscriptions and free trials will continue to require a card. Existing Forms and Surveys remain unchanged unless the setting is turned off.
WhatsApp conversations can now move seamlessly from messaging to voice, with WhatsApp Calling generally available on both web and mobile. Teams can make and receive calls directly within the conversation, manage calling hours and permissions, route calls to the right team members, and record outcomes through customizable call dispositions. Call results can also trigger automated follow-ups and appear in call reporting, giving teams a clearer view of what happens after each conversation. With calling built into the existing WhatsApp experience, businesses can resolve complex questions faster, respond to high-intent leads more effectively, and keep the full customer interaction in one place.
