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October 2025 Product Update: Smarter Imports, Real-Time Contract Review & More

This month’s BetterTracker update is all about speed, collaboration, and control. From AI-powered contract imports and real-time team editing of contracts — everything now connects seamlessly across your stack.

✅ Quick Highlights

  • 🤖 AI Contract Import Wizard – drag, drop, and auto-import contracts in seconds.

  • 🤝 Contract Review – collaborate in real time without overwriting teammates’ work.

  • ➕ Global Add Button – one simple menu to add everything.

  • 🔗 365 Scout Linking – connect product discoveries from 365 Scout into NaviStack.

  • 🔒 Improved 2FA Security – better communication, 30-day “Remember Me” fix, and setup reminders.

  • ⚙️ New Filters & Visuals – easier ways to find what matters and spot what’s missing.


🤖 AI Contract Import Wizard

Say goodbye to manual data entry.
Simply drag and drop your contract PDFs or Word files — BetterTracker’s AI will automatically read and import the details for you.

You can now:

  • Upload multiple contracts at once.

  • Auto-detect key info like renewal dates, terms, and vendors.

  • Review and confirm data before saving.

 


🤝 Contract Review (Team Collaboration + Real-Time Editing)

Your team can now review and edit contracts together — safely and in real time.
No more overwriting each other’s changes or losing edits.

You can now:

  • Collaborate on contracts simultaneously.

  • Enjoy real-time locking to prevent data loss.

  • Save drafts and finish reviews later — perfect for large uploads or complex agreements.

💡 Pro Tip: Upload now, review later — BetterTracker will remember where you left off.

 


➕ Global Add Button + Add Menu

All your “Add” actions — contracts, products, users, customers, departments, connect financial accounts and integrations — now live in one simple menu at the top-right corner of BetterTracker.
It’s your single starting point for adding anything, from anywhere.

 

💡 Pro Tip: You’ll always know where to start — one click, one menu, every time.


🔗 Contract + Product Linking Between 365 Scout and NaviStack

You can now link products discovered in 365 Scout directly into NaviStack, keeping your vendor and product data perfectly aligned.
And when removing a contract, you can now choose whether to keep or remove its linked product in NaviStack.

This means:

  • Your product and contract data always stay in sync.

  • You stay in full control of what gets removed.


⚙️ Small Enhancements & Workflow Upgrades

🔒 2FA Security & Experience Updates

We’ve made security smarter and easier:

  • ✅ Fixed the “30 Day Remember Me” bug — it now truly remembers you.

  • 🧭 Updated the 2FA login box to clearly say: “Open your Authenticator App — no text or email codes.”

  • ✉️ You’ll now receive a confirmation email when 2FA is set up, including setup instructions for future reference — a helpful reminder that your account is protected.


🗂️ Navigation & Data Visibility Enhancements

  • Department Dropdown Filter: redesigned and added to both NaviStack and Contracts for easier filtering and sorting.

  • New Contract Icons: visual indicators now show which contracts or products are uncategorized, helping you spot and organize them quickly.


📤 Export Improvements

  • Added Contract Name to CSV exports for easier sorting and tracking.

  • Faster load times for large exports.

💡 Pro Tip: Export smarter — everything now arrives labeled and ready for analysis.


🐞 Bug Fixes & Quality Improvements

We fixed what didn’t track:

  • Renewal reminder date misalignments.

  • PDF upload errors on large files.

  • Label rendering inconsistencies.

  • Vendor name duplication errors.

  • Workspace syncing issues for multi-user edits.

✅ BetterTracker now runs smoother than ever.