5389 results found
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Pricing Table (Quote Builder): Input negative quantity / value.
ability to input negative quantities (when users are removing products from their master contract)
Use Case: AMs removing 1 license and replacing it with a diff license (reallocation) and the client needs to see that46 votes -
Internal timeline and reminders for teams collaborating on a document
Customers have a lot of people working on the document before it gets sent out and it would be great if there was some way to send reminders to those users who are working on the document.
6 votes -
9 votes
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2 votes
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2 votes
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document value should be changed to the paid amount
document value should be changed to the paid amount
3 votes -
Variables working with Dropdown fields / Drop-down value for Variables
"I have multiple alternative long-text chunks that I’d like to have drop-down menu option for, but they need customization (e.g. <Client name>) and am curious about whether that’s possible. "
8 votes -
52 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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3 votes
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bulk-sent documents should inherit the source template reminders' setups
bulk-sent documents should inherit the source template reminders' setups
2 votes -
4 votes
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8 votes
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Change the sender
Change the document sender to any email without using Send on behalf.
24 votes -
2 votes
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Document deletion restriction for non-admins/managers / restrict deleting completed documents
There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.
Ability to only delete drafts and approved contracts, but not signed contracts
10 votes -
Save ACH payment details for future payments
Save recipient's ACH payment details for future payments
37 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Receive invoices for accounts with Automatic collection method
I'd like it to stay automatic but to get the invoices. Can this be resolved at one point?
For now please leave it as is but I think this should be resolved as it creates a lot of headaches for our bookkeeping processes - it's a legal obligation here to collect and file all of the invoices.2 votes -
4 votes
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Customer Specific Pricing
Contact or customer number to associate them using certain pricing. Some customer have a different pricing model so it would be nice if there was a customer/contact number that would know to pull the pricing specific to them.
2 votes -
14 votes
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