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E-Signature Reminders Needed

E-Signature Reminders needed. Once the contract is sent for e-signature, it would be helpful if the functionality existed where the system could send reminders to the signor if they haven't signed it. We have to go in and manually re-send it. And,...
Bryan Peters 3 days ago in Texada Web 0 Needs review

Scheduled Auto-Pay

Can we have the ability to schedule Auto Pay to run when we want it to? As an example we would like Auto Pay to run on the 20th and the 30th monthly.
Guest 4 days ago in SRM 0 Needs review

Auditing / Historical Change View

The system should have an auditing/historical change view in all areas- be able to see who changed settings when, who changed a contract when, etc. This is common in other systems, and would provide details that are often needed.
Erin Velez 24 days ago in SRM 0 Needs review

Electronic signature for ALL customer facing documents

Allow the ability to send ALL customer-facing documents for e-signature. Sales Orders, Misc Invoices, Work Orders
Erin Velez 24 days ago in Texada Web 0 Needs review

Allow ability to "disable" instead of delete

There should be an option to disable records instead of deleting them. Essentially remove them from views, and prevent them from being able to be selected again, without having to delete them and break connections/remove historical data. examples-...
Erin Velez 24 days ago in SRM 0 Needs review

Show historical delivery/pickup ticket comments for contract

Drivers would like a way to see previous comments entered for a contract's delivery or pickup tickets. For example, when delivering a machine, driver will go in and add comments about site access (use west gate, access code is 4136, etc) and they ...
Erin Velez 24 days ago in Texada Web 0 Needs review

use coti to approve demos and loaners

The managers would like an easy way to manage demos and loaners and use coti as a workflow for this much like we do for sales.... we would use coti for the sales manager approval process and tracking
Guest 10 days ago in Texada Web 0 Needs review

Add Excel Option to the Unbilled Contracts Report

Please add the option to export the unbilled contracts report to an excel sheet
Rebecca 11 days ago in SRM 0 Needs review

Allow Invoice attachments and invoice itself to be emailed together

Currently, when an invoice in SRM has an attachment, the attachment has to be emailed separately from the invoice PDF. It would be convenient to be able to email the pdf invoice, as well as the attachments in one singular email so that customers g...
Rebecca 23 days ago in SRM 0 Needs review

Sales tax exemption on site level

It would be helpful to have a sales tax exempt status available on site level. E.g. we have certain sites that are sales tax exempt. Currently the system only allows to record Sales Tax Exempt Status on Customer level and not site level.
Guest 25 days ago in SRM 0 Needs review