SalesTech Star

Plannerly Releases New Auto-Versioning Features To Help Automate BIM Contracts

Plannerly’s new Auto-Versioning automatically creates formatted PDFs from portions of the live document that are sent to your teams automatically via email.

Plannerly announced the release of Auto-Versioning for PDF exports. This new feature allows users to create multiple versions of their exported BIM Contracts as PDFs. It even sets up recurring exports so users can have their data sent automatically to the right people on a regular basis. This helps teams stay up to speed on what has been agreed upon as the contracts are developed.

Read More: KetteQ Partners With Balanced Force, Increasing Demand Planning Capability, Real-Time Insight On…

Auto-Versioning is like having a personal assistant who remembers your export settings, how frequently to send and who to send the PDF to and just takes care of everything for you.”

— CEO and Co-founder of Plannerly
BIM Contract Auto-Versioning
Setting Auto-Versioning for documents exported from Plannerly

The team at Plannerly understands that getting to the ideal BIM Contracts, Exchange Information Requirements (EIR), or BIM Execution Plan (BEP) takes time, and it’s crucial for many teams to be kept up to date on the document’s development while it’s being created. This is just another thing BIM Managers must manage to get their job done.

With the new Auto-Versioning feature, those days are gone! Now, once you’ve set your export preferences once, they’ll be remembered and applied automatically to new versions of your PDF. No more wasted time fiddling with settings – just export and go! Plus, with Auto-Versioning enabled, you can now set up automatic exports to send out on a schedule. So whether you’re sending reports weekly or monthly or want to make sure that your client always has the latest version of your contract, Auto-Versioning has you covered.

Read More: SalesTechStar Interview With Charlie Collins, Channel Sales Director At Datadobi

“We’re thrilled to release this new feature,” said CEO and Co-founder of Plannerly, Clive Jordan. “Auto-Versioning with scheduled email updates takes all the hassle out of keeping teams up-to-date with the latest and most important parts of your documents without you even doing anything.”

“We’re always looking for ways to make our users’ lives easier,” said Clive. “Auto-Versioning is like having a personal assistant who remembers your export settings, how frequently to send and who to send the PDF to and just takes care of everything for you.”

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

Brought to you by
For Sales, write to: contact@martechseries.com
Copyright © 2024- SalesTechStar. All Rights Reserved. Website Design:SalesTechStar | Privacy Policy
To repurpose or use any of the content or material on this and our sister sites, explicit written permission needs to be sought.