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  1. 38 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Eliza Murray supported this idea  · 
  2. 10 votes

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    Eliza Murray supported this idea  · 
  3. 27 votes

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    Eliza Murray commented  · 

    70% of our b2b clients go through third party financing to pay, so we are unable to track or conduct reporting on the % of clients who sign their contract and agree to the deal (marked complete) and then actually pay and progress all the way through finance (marked paid).

    Please add an option to manually mark completed documents as paid. The absence of this is a real challenge for our reporting.

    Eliza Murray supported this idea  · 
  4. 3 votes

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    Eliza Murray shared this idea  ·