Product updates
Welcome to the TermSheet Blog
Stay up to date on the latest features and improvements from TermSheet.

What’s New: More Capabilities for Contacts
Separate Contacts Tab within Deals Now users can add a separate Contacts tab within a deal view. This allows users to fully view, sort, and filter

What’s New: More Control Over Custom Fields
Audit Logging for Any FieldNow audit logs are available on all fields, not just money fields. Users can choose to enable or disable the audit

What’s New: More Control Over Custom Reports
There are two major updates for reporting within TermSheet being rolled out. Enhanced Filtering for DashboardsWe have enhanced our Dashboards to allow for more granular

What’s New: Improvements to Tasks
TermSheet’s task feature allows you to create tasks that include everything your teams need to get the job done — including descriptions, checklists, and related

What’s New: More Control Over Your Display Fields
Choose which fields to show or hide across your entire TermSheet account – from deal layouts to pipelines to reports and more.

What’s New: Task Manager Gets Subtasks
Break down task lists in even more detail by adding subtasks so that your team never misses a step. TermSheet’s task feature allows you to

What’s New: Performance Improvements for Portfolios
Portfolios allow you to aggregate properties based on how your team likes to evaluate deals. Now large portfolios load even faster. Create portfolios within TermSheet

What’s New: Public API Documentation
Now it is easier than ever for customers, partners, and developers to integrate with and build on top of TermSheet. TermSheet’s public API enables customers

What’s New: Enhanced Customization Options for Adding New Deals
Have more control over what information is collected when adding new deals with the ability to customize fields on the entry form. You asked, we