Circularo Roadmap
Are you interested in what is coming next? This page is dedicated to the future - it contains a brief overview of new features and enhancements for our next releases. The releases have rough time frames in which they are planned to go live, but precise dates depend on a lot of moving parts and we do not want to mislead you.
Without further ado, let’s explore what we can look forward to.
Q2 2025
1. Collaborative Documents in Circularo (cDocs)
Circularo, in partnership with Collabora, is introducing a highly secure document collaboration solution - cDocs. This integration with Collabora Online empowers you with online document editing while providing enhanced digital sovereignty. With cDocs, you can create, edit, and collaborate on documents with full control, ensuring compliance with local data residency regulations.
Collabora Online is a powerful office suite, suitable for businesses of all sizes. It can be deployed both in the cloud or on-premise, ensuring privacy and full control over sensitive corporate data.
Availability: cDocs will be offered as a paid, user-based add-on for all users on the Circularo Business Plan.
2. New User Role: “Controller”
A new Controller role will be introduced in the system with specific permissions related to document visibility, ownership transfer, and administrative control.
Key Capabilities
Access all documents and their metadata via Reports (without viewing document content).
Reassign document ownership via Reports.
Administration & Role Assignment
Users can be assigned the Controller role via the Administration panel.
Only Organization Admins can assign or revoke this role.
Controllers inherit the Document Control permission.
A setting should define whether a Controller can assign document ownership to themselves through the Administration dashboard.
3. Change Ownership & Modify Transactions
This feature introduces document ownership, allowing users to transfer ownership easily and ensure continuity when the original owner is unavailable. The new owner will gain full control, including the ability to modify documents, view content, and manage transactions.
Key Capabilities
Users can reassign document ownership directly from the Document List, simplifying the process.
Users can select multiple documents and transfer ownership in bulk for greater efficiency.
On mobile, the ownership transfer is possible to one document at a time.
Ownership changes will be recorded in the document’s history and audit trail.
Automatic notifications will be sent to both the previous and new owners.
4. SMTP Configuration Without Authentication
Currently, configuring SMTP in the application requires authentication credentials. This update introduces the option to set up SMTP without authentication, providing greater flexibility for environments where authentication is not needed.
Authentication Options
None - SMTP can be configured without authentication.
User/Pass - Traditional username and password-based authentication remains available.
OAuth2 - OAuth-based authentication continues to be supported.
5. Ability to Rename, Reorder and Delete Documents in Multi-Document Transactions
When adding new documents to a Document Transaction users will be able to rename or modify them. Editing is only possible when merging multiple documents into a single file.
This request aims to enhance the document transaction editing experience by allowing users to:
Rename newly added documents within the transaction.
Change the order of documents before finalizing the signing process.
Remove the document from the transaction.
These improvements would provide greater flexibility and control when managing multiple documents in a single transaction.
6. Other
In addition to the features outlined above, this release also includes a variety of performance enhancements aimed at improving the overall efficiency and responsiveness of the platform. These improvements will optimize system operations, ensuring a smoother and more seamless user experience. Furthermore, the release addresses several integration updates, ensuring that Circularo works even more effectively with external systems and tools. Alongside these upgrades, we've included hotfixes to resolve any critical issues and minor updates to refine existing functionalities, ensuring everything continues to run smoothly and as expected.
Q3 2025
The list of features planned for this release is indicative and subject to change as priorities evolve and the platform continues to develop. Some features may be enhanced, adjusted, or postponed based on new requirements and unforeseen factors. We recommend checking this list monthly to stay up to date with any updates or changes.
1. Advanced Reporting and Actionable Real-Time Insights
This set of features introduces preconfigured tabular reports with advanced filtering, search, and XLS export, along with the ability to drill down or click for deeper insights. The goal is to enhance report management by allowing users to view document data in specific views without accessing the full content, ensuring they can identify documents and determine appropriate next steps without breaching confidentiality.
Enhancements include the ability for users to save default filter fields for a more personalized experience, subscribe to reports for automated updates, and improve the placement of the 'Settings' icon by considering its relocation to the top of the table. Users will also gain the ability to specify column formatting, apply global filters through a widget and shared parameters, and utilize quick filters for a more refined reporting experience. The dashboard and query definitions will be refactored to improve usability, with added options to define filter parameters within dashboard settings. Additionally, documentation and existing definitions will be updated to reflect these improvements. Clickable statistics will provide more interactive insights, and new user permissions will be introduced to ensure the right level of access to reporting features.
2. Organization Stamps
This feature introduces a structured system for managing and applying Organization Stamps, ensuring controlled access and usage.
Key Capabilities
Admin Control & Permissions - Administrators can define who can create, manage, and apply organization stamps, ensuring only authorized users have access.
Signing Process Validation - The system will enforce stamp permissions during signing, ensuring users can only apply authorized stamps with automatic validation.
3. Filters and Sorting with Contextual Search
To improve search efficiency, filtering and sorting options will be introduced across all search functionalities within the application. Users will be able to filter and sort document lists in their inboxes and folders, enabling them to quickly find the documents they need with greater precision and ease.
4. Enhanced Attachment Management
To improve flexibility and streamline document workflows, signatories will now have the ability to add attachments during the signing process. These attachments will automatically become part of the final signed document, ensuring all relevant supporting materials are securely included. This enhancement allows for a more comprehensive and efficient signing experience, reducing the need for external document exchanges and manual follow-ups.
5. Comments Enhancements
The commenting experience in Circularo will ensure seamless communication throughout the document workflow. Additionally, comments will become more sophisticated, supporting threaded discussions, rich text formatting, and emojis for better clarity and engagement.
6. Other
In addition to the features outlined above, this release also includes a variety of performance enhancements aimed at improving the overall efficiency and responsiveness of the platform. These improvements will optimize system operations, ensuring a smoother and more seamless user experience. Furthermore, the release addresses several integration updates, ensuring that Circularo works even more effectively with external systems and tools. Alongside these upgrades, we've included hotfixes to resolve any critical issues and minor updates to refine existing functionalities, ensuring everything continues to run smoothly and as expected.