Feature Requests

Open API Gathering Feedback

• Brandy Latimer
• July 28, 2023 11:10

1 vote 2 comments

Payment Processing Integration Gathering Feedback

• Trevor Thomas
• January 17, 2023 17:59

2 votes 2 comments

Show associated emails on accepted contracts Gathering Feedback

• Trevor Thomas
• October 26, 2022 19:04

0 votes 2 comments

Other dictionary/grammar checks

• Kurt Heine
• January 31, 2024 21:37

0 votes 1 comment

Halo Integration Gathering Feedback

• Trevor Thomas
• September 28, 2023 17:26

0 votes 1 comment

Close winning an opportunity once a contract is executed Gathering Feedback

• Trevor Thomas
• August 15, 2023 16:50

3 votes 1 comment

Contracts in PSA without linking to Opportunity Officially Answered

• Brandy Latimer
• July 28, 2023 11:21

0 votes 1 comment

Bypass Autotask Integration Officially Answered

• Neille
• April 26, 2023 02:04

1 vote 1 comment

Being able to filter the contract status within the All Contract Dahsboard Officially Answered

• Kayla
• March 02, 2023 01:37

3 votes 1 comment

Being able to add a user into multiple groups or give them certain permissions Gathering Feedback

• Kayla
• February 09, 2023 04:53
• Edited

3 votes 1 comment

Hiding cost of products from certain user groups Gathering Feedback

• Trevor Thomas
• October 26, 2022 17:58

1 vote 1 comment

Additional prompt types Gathering Feedback

• Trevor Thomas
• October 24, 2022 22:50

5 votes 1 comment

"Must edit" section before sending a contract Gathering Feedback

• Joel. F
• October 07, 2022 14:55

2 votes 1 comment

Input User Variable Before Preview

• jpenchina
• January 13, 2025 22:00

0 votes 0 comments

Allow Admins to Override approvals

• jpenchina
• November 08, 2024 21:55

0 votes 0 comments

Hide QTY and Per Unit Price on specific items

• jpenchina
• November 05, 2024 19:59

0 votes 0 comments

Finance Rules by Template Category

• jpenchina
• November 05, 2024 19:45

0 votes 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

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

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

Being able to archieve old accepted contracts Gathering Feedback

• Kayla
• August 14, 2023 23:52

0 votes 0 comments