EquityList Product Updates

Admins so far had been using EquityList’s default template for grant letters. While we are proud of our overall design, we felt that allowing our customers to project their company branding and customize their grant letters with the utmost flexibility is necessary.

Under Legal → Templates, admins can create reusable official document templates - select a custom template you created and use it for your ESOP Grant Letters.  

Admins can design these templates on a document editor and add headers, footers, images, tables, and even use EquityList’s template fields to fetch system generated data such as:

• Employee ID  
• Exercise price
• Grant date
• Authorised signature signature placement
• Employee signatures
• Number of units, and so on ...

We are working on an in-line editor feature as well that will allow you to edit and design your custom grants in real time on the EquityList platform - this is available in beta and we’d love to hear your feedback. In the meantime, get started with uploading your fully customized .docx files and issue grants!