Product update - March 17

Simplified workflow step design

We've made the view less busy by streamlining recipient settings and hiding non-essential details, such as repeatable step execution conditions.

If you use an Integration Contact, the step card now directly displays the specific object and field the contact is pulled from. You get complete context at a glance, without needing to open the sidebar.

XLSX spreadsheet view in Document placeholder

The Document placeholder now supports uploading XLSX files without converting them to PDF. When the Keep spreadsheet view option is enabled in the placeholder settings, uploaded Excel files are displayed as interactive, view-only spreadsheets in the signing session, preserving all tabs, colors, and formatting.