Platform Features
Contracts
The Contracts module allows you to create a legal document that states the Contract Sale Price and Payment Terms derived from the Investment Analysis for you to present to your client or signature. Once you have completed the Investment Analysis, and ...
Pipeline (Plus & Premium only)
The Pipeline module is an interactive view of your Opportunities by their respective Opportunity Stage. You can filter Opportunities displayed on the Pipeline by Opportunities created in the last 30, 60, 90 days or created in a specific year. ...
Getting Help
Here at DesignAlign, we’ve integrated many tools to help assist you through all aspects of the platform. All help tools can be accessed from the Help section in the bottom of the left-hand pane. Knowledge Base & FAQs There is an extensive searchable ...
Subscriptions
The Subscriptions section can be accessed directly from the left-hand menu, and contains details about your subscription such as: To which DesignAlign plan you are currently subscribed Your current payment method How to change your plan How to cancel ...
Settings
The Settings section can be accessed directly from the left-hand menu, and is where you update global settings for your company. Company info Company logo Contact details Retainer Fee settings Retainer Fee can be set to a fixed amount or a percentage ...
The Dashboard
The Dashboard, shown when you first log in, is where you can get an instant glimpse into the performance stats of your business. These graphs and charts will directly correlate to the timeframe you choose at the top. Click the Settings icon to adjust ...