Feature Requests

Allow Variables in Email Subject

• jpenchina
• February 27, 2025 18:46

3 votes 1 comment

Edit Prompt

• Bryan Pearce
• February 21, 2025 03:19

0 votes 0 comments

Input User Variable Before Preview

• jpenchina
• January 13, 2025 22:00

1 vote 1 comment

Allow Admins to Override approvals

• jpenchina
• November 08, 2024 21:55

1 vote 0 comments

Hide QTY and Per Unit Price on specific items

• jpenchina
• November 05, 2024 19:59

1 vote 0 comments

Finance Rules by Template Category

• jpenchina
• November 05, 2024 19:45

1 vote 0 comments

Add PDF library to add to templates or be able to upload PDFs as a section.

• Kayla
• July 24, 2024 01:38

1 vote 0 comments

Zen Contract Stepped Increase in Payments within Contract Period

• Glenn Barling
• July 11, 2024 06:25

0 votes 0 comments

View sync details

• Kurt Heine
• February 21, 2024 02:51

0 votes 0 comments

Other dictionary/grammar checks

• Kurt Heine
• January 31, 2024 21:37

0 votes 1 comment

Customer Onboarding

• Kurt Heine
• January 18, 2024 01:18

1 vote 0 comments

Set default BCC Gathering Feedback

• Eddie Clark
• December 12, 2023 21:44

2 votes 0 comments

Adopt and Sign functionality Gathering Feedback

• Trevor Thomas
• October 26, 2023 17:46

0 votes 0 comments

Sections to be sorted alphabetically. Gathering Feedback

• Andy Gann
• September 29, 2023 14:16

1 vote 0 comments

Variable Tax Rates Gathering Feedback

• Trevor Thomas
• September 28, 2023 17:28

0 votes 0 comments

Halo Integration Gathering Feedback

• Trevor Thomas
• September 28, 2023 17:26

0 votes 1 comment

Detailed contract timeline Gathering Feedback

• Kayla
• September 27, 2023 02:59

2 votes 0 comments

Reminder emails shown in timeline Gathering Feedback

• Trevor Thomas
• August 25, 2023 16:28

1 vote 0 comments

Optional User/Customer Prompts Gathering Feedback

• Trevor Thomas
• August 22, 2023 17:28

0 votes 0 comments

Attach PDF to opportunity and or agreement Gathering Feedback

• Trevor Thomas
• August 15, 2023 16:51

1 vote 0 comments

Close winning an opportunity once a contract is executed Gathering Feedback

• Trevor Thomas
• August 15, 2023 16:50

3 votes 1 comment

Being able to archieve old accepted contracts Gathering Feedback

• Kayla
• August 14, 2023 23:52

1 vote 1 comment

Change Signed Email template Gathering Feedback

• Support
• August 14, 2023 23:38

0 votes 0 comments

Pulling Customer Description from products In the Works

• Support
• August 14, 2023 23:38

1 vote 0 comments

Pricing Widget "Item" Column width Gathering Feedback

• Andy Gann
• August 10, 2023 19:48

1 vote 0 comments

Renewals Aging Report Gathering Feedback

• Brandy Latimer
• August 09, 2023 20:01

1 vote 0 comments

Contracts in PSA without linking to Opportunity Officially Answered

• Brandy Latimer
• July 28, 2023 11:21

0 votes 1 comment

Notification with Counter Sign Gathering Feedback

• Brandy Latimer
• July 28, 2023 11:15

1 vote 0 comments

Open API Gathering Feedback

• Brandy Latimer
• July 28, 2023 11:10

1 vote 2 comments

Tax rate by section Gathering Feedback

• Trevor Thomas
• July 21, 2023 16:26

0 votes 0 comments