Feature Requests

Reload Opportunity Data

• jpenchina
• June 02, 2025 14:41

2 votes 0 comments

Add Initials as well as signatures

• jpenchina
• May 01, 2025 13:15

1 vote 0 comments

Allow Variables in Email Subject

• jpenchina
• February 27, 2025 18:46

4 votes 1 comment

Edit Prompt

• Bryan Pearce
• February 21, 2025 03:19

1 vote 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

2 votes 0 comments