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6 results found

  1. Estimate/Quotes Revamp

    46 votes
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    under review  ·  5 comments  ·  General  ·  Admin →
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    Anonymous supported this idea  · 

  2. Automatic email notifications to customer for contracts expiring in 30, 60 days

    11 votes
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    3 comments  ·  General  ·  Admin →
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    Anonymous commented  · 

    It's a must

    Anonymous supported this idea  · 

  3. Integrate with Monkey Box (https://monkeybox.com/)

    11 votes
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    3 comments  ·  General  ·  Admin →
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    Anonymous commented  · 

    Great option

  4. Integrate with Etilize and Real-Time Distribution Feeds

    15 votes
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    3 comments  ·  General  ·  Admin →
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    Anonymous supported this idea  · 

  5. Custom "Signature Forms" for additional Agreements, Waivers, Authorization Forms, etc.

    288 votes
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    65 comments  ·  General  ·  Admin →
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    under review  ·  Rajesh Agarwal responded

    We were prepping to start this and realized the narrow-scope version we were willing to commit to would just make most people upset that we “built it half way” – but we aren’t in a position to compete with docusign/etc and spend a year building a proper solution.

    We could more easily help make a zapier/webmerge solution work if you wanted some automation, if we get a lot of feedback supporting that idea I’ll make it happen pretty quickly.

    Anonymous supported this idea  · 

  6. QuoteWerks integration

    81 votes
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    under review  ·  11 comments  ·  General  ·  Admin →
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    Anonymous supported this idea  · 

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