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We would like to be able to set up auto-reminders for unsigned eDocs with our PandaDoc integration. That would be a fantastic...
Allow the ability to see weekly at a glance and minimize jobs to quickly be able to see what is the first available instead of...
Consider the service package monthly charge and the add-ons when calculating the sales rep commission.
Add "City", "State/Province", and "Address" fields to the advanced search form on the "My Leads" page.
We would like to see an editable Installer checklist added to new accounts that will "Green" a status icon when completed....
Make FillQuick display the proposal details in English, Spanish, or French depending on the lead's preferred language.
Needed for when multiple proposals are created for different sites owned by the same customer.
When a customer accepts a proposal, create a PDF containing the accepted proposal details. Email this PDF to the customer. And...
We recently learnt that ADT allows changing the business name as part of the request to create a cleanup order. FillQuick...