User Activity

It would be nice to have the option to use either the location contact information or the customer contact information. For example - I have 1 customer with 25 locations. When I use the customer contact block within the template design tool it lists ...
I would love to have the ability to select how far in advance automatic renewal can take place. We are on the construction/commercial side of the industry and many of our customers start their budgeting in July. If we had the ability to select automa...
I would love to see the ability for service agreements to break out the pricing by visit in additional to the total price at the bottom. Our customers currently can only see the total price at the bottom of the agreement, however, they also want to s...
My team is working on service agreements for all of our customers. When we get to the final step "preview and download" nothing loads on the preview screen and when we select download, we get an error saying "failed to load pdf file". I have subseque...
As I edit the agreement adding in imagery and other fields, the page crashes. I find I need to click save draft after almost every little thing I add because if I don't the page will crash and I lose everything.
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