Update the Docusign Template after the contract is approved

If a Docusign was sent with the wrong template, you can now swap templates after the Docusign is voided. Learn more about this feature by FOLLOWING THIS LINK HERE.

How It Works

You no longer need to delete the Change Order or cancel and resubmit the Contract in order to make Docusign template changes.

Cancel the Docusign and the template option will be open for selection.

You can then scroll down to 'Regenerate Docusign" to create a new Docusign packet with updated template.

Add an Approver to Unplanned Project Requests

Learn how to add an extra approver to an in-flight Unplanned Project approval request — who can do it, where the approver is inserted, and what happens next. Learn more about this feature by FOLLOWING THIS LINK HERE.

How It Works

When an Unplanned Project is already in the approval process, there are times when a specific person needs to be looped in who wasn't part of the original flow. With the Add Approver feature, admins and existing participants in the approval flow can insert one additional approver directly into an active request — without starting over.

The new approver is inserted immediately after the current approver in the sequence. This only affects the approval flow for that specific request, and it can only be done once per approval request.

Recent Banner Releases (through v.10431)

What's New

Error Center: DocuSign Failures

You can find, review, and acknowledge DocuSign packet failures for contracts, invoices, and change orders in the Error Center. Learn more about this feature by FOLLOWING THIS LINK HERE.

How It Works

When Banner sends a contract, invoice, or change order through DocuSign and the packet fails, the failure is automatically logged in the Error Center. This lets your team stay on top of unresolved DocuSign issues without manually checking each document.

DocuSign failures appear in the Error Center when the most recent send attempt on a DocuSign-enabled document has failed. If a subsequent attempt succeeds, the error will no longer appear.

Approval Task Reminder Emails

Banner can send your team automated email reminders when approval tasks are pending — keeping contracts, invoices, and returned items from falling through the cracks. You can learn more about this feature by FOLLOWING THIS LINK HERE.

How It Works

When this feature is enabled for your team, Banner automatically sends email reminders 3 days a week to approvers who have pending tasks waiting for their review. Each reminder includes a summary of what's outstanding — broken down by approval type (Contracts, Invoices, Returned to you) — along with a table of recent items showing the property, vendor, amount, and current status. A Go To Tasks button links directly to the approver's task queue in Banner. This feature is on by default but can be disabled by contacting Banner Support.

What the Email Includes

Below is an example of the approval reminder email:

Bid Submission Reminders

You can now send vendors a reminder to bid. Vendors will receive an email with the property and project info and a reminder to bid with a link to their project portal

How It Works

Make sure you have already created a bid and invited vendors. Navigate to a Bidroom and click the the View Bids tab. In the top right corner, you'll see the Send Reminders button. Click on it and a modal will appear. Enter a Due Date for the bid submission and click Send Reminders to notify vendors or click Cancel to exit. For a complete guide FOLLOW THIS LINK HERE.

Below is an example of the Bid Reminder Email sent to Vendors.

Please let us know if you have questions by replying through the Help Center or reaching out to you Customer Success Manager.

Thank you,

The Banner Team

Hi there,

Users can now set a toggle to expand the list of project shells on the Dashboard by default.

Click the 3 dot menu on the dashboard and toggle "Expand All"

The Property arrow will then atomically open and expand the view of all project shells in each property by default every time you visit the Dashboard.

You can still collapse individual property's arrows or re-toggle the default at any time.

Thanks,

Banner Team

New Improvement

Banner Invoice Approval Bot

What is it?

For teams approving invoices in Banner, on every invoice submitted, Banner’s AI looks at the Invoice PDF and compares it against the data input into Banner. It looks at

• Invoice Number
• Building Name
• Contractor Name
• Total Amount

How does it appear?

Currently the bot will post a comment to the invoice approval page with its initial analysis

How should this information be used?

We have an AI double check these fields so that approvers can easily highlight items they want to look into.

This will ensure that invoice documents align with the data submitted in Banner and any discrepancies are quickly found.

Does the Bot approve/reject invoices?

The bot only submits a comment. It does not modify the approval in any other way. It’s purely informational.

If we want to add extra fields to this, how do we let you know?

Email ai@withbanner.com with requests for additional fields.

You can now communicate directly with vendors inside the contract record, no more scattered email threads!

From the Vendor Comments column in your project’s Cost Tracker, click the comment icon to add a note or upload supporting documents. Both you and your vendors can view and reply to these messages, keeping all contract-related conversations in one place.

Each contract also displays a timestamp for the most recent comment, so you’ll always know when the latest update was made.

👉 Read the full guide on Vendor Contract Comments

We’ve added a new Summary Statistics section to the Vendor Comparison page, giving you quick visibility into your bid data.

You’ll now see:

• Total number of submissions
• Minimum bid
• Maximum bid
• Median bid

This new snapshot sits right above the bid comparison table, helping you understand your bids at a high level.

👉 Read the full guide on Bid Comparisons and Summary Statistics

You can now add vendor bids directly while creating a contract, no need to navigate away! Ask your CS manager for more information and to turn this feature on for your account.

In the Other Bids section of the contract form, you can manually add additional bids or quotes for comparison. Simply click Add Bid, select the vendor, enter the bid amount, and attach any supporting documents. Need to include more? Just hit + Add Another.

Once your contract is approved, all bids appear in the Approval Package Bid Room for easy review and reference.

👉 Read the full guide on Adding Bids While Creating a Contract

You can now create detailed, line-by-line bids directly within your project’s Contracts tab! Ask your CS manager for more information and to turn this feature on for your account.

From any cost item, simply click the three-dot menu and select Add Bid (Detailed) to start building a structured vendor bid. You’ll be able to enter pricing by line item, attach documents, add comments, set start and end dates, and define payment terms—all in one place.

Make sure your Bid Form Template is published first under the Bid Forms tab. Once your bid is submitted, it automatically appears in your project’s Bids table.

👉 Read the full guide on Adding Detailed Bids for Vendors

We’ve added Unit Renovation PO Templates for organizations using our Unit Renovations Module. The feature makes creating purchase orders for unit renovation projects faster and more consistent. Templates are tied to unit floor plans, allowing you to automatically generate multiple POs at once with vendor details, scopes of work, and pricing already filled in. This reduces setup time and keeps project costs standardized.

How it works

Before using this feature, you’ll need to set up a tag group, custom table, and tags within your settings. You can follow the linked help guide below and contact your Customer Success Manager for assistance or to learn more about our Unit Renovations Module.

👉 Read the full guide on Unit Renovation PO Templates

Whether you use CM fees across shells or within a single project shell, we have updated the functionality to make it even easier for you team to manage CM Fee invoices. Improvements include the ability to exclude from AP, choose vendor associated with the invoice and ability to select with which project/cost item the particular CM Fee is associated.

Check out the links below for a full guide on the updated CM Fees.

👉 CM Fees (from a Project Shell) Guide

👉 CM Fees (from a the Dashboard) Guide