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  1. Gainsight integration

  2. Zendesk Support Automation: If there's a new ticket submitted then it will create a document

  3. Drop down fields in Quote Rules

  4. Automatically remove an empty row from the table

  5. Change checkbox fields values to numerical instead of true/false in a zap  ·  Idea

  6. An error message that shows if two correlating fields don't match

  7. Pass Document Status Into a CRM Field

  8. Authorize.net - pass field values to checkout

  9. Option to convert /transfer info of normal table to the pricing table  ·  Idea

  10. Ability to Pull Values from Non-Primary Companies in Deal Records

  11. Add more recipient related fields in webhooks

  12. Build reports based on the current document status of the document rather than on the events

  13. Lock ability to create a document from an existing sent document  ·  Idea

  14. VersaPay as payment gateway option  ·  Not Planned

  15. Metrics and reporting api (Status and Document Analytics)

  16. [Missing Integration] Native integration with DayForce  ·  Idea

  17. Generate a bundled document transaction based on smart content  ·  Idea

  18. Integration or useful Zaps to use with HouseCall Pro

  19. [bug] Discount in $ changes to % if the discount is 0.

  20. receive contact ID via API  ·  Released

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