338 results found
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Keep roles of Content Library Items when added to documents
Possibility of having document roles to keep role assignment when CL items are added
2 votes -
Block user trying to get access to workspace
Block user trying to get access to workspace
3 votes -
1 vote
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Option to use workspace name and picture when sending a document
Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.
2 votes -
Set Roles for templates on the account level
Global Settings: the same Roles for all templates to be created
6 votes -
Timeline (Dashboard) updates itself once the contact is updated
We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.
3 votes -
SSO assign license types at user sigup
Support for License to specified with JIT user creation via static type or passed via a pararm though the IDP
7 votes -
Add space between numbered list
Add space between numbered list
15 votes -
5 votes
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Option for a user to leave a workspace
Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own
4 votes -
Have a possibility to create groups within workspaces
Have a possibility to create groups within workspaces
3 votes -
Billing custom role/custom role permissions
Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.
3 votes -
Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft
Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft
5 votes -
Set expiration to expire on certain weekdays
Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire
5 votes -
77 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Status Change Notifications
CC recipients on sent documents and have the option to be notified on the status change.
7 votes -
[Workspaces] Sync or copy contacts from one workspace to another
Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk
23 votes -
Reporting of multicurrency in the same workspace
Allow reps who sell in GBP and USD to use the same workspace and still produce accurate reporting. At present global reps have to use different workspace to sell in different geographic areas this is extra work for the reps and requires manual reviews of data
2 votes -
Editing options when changing/editing licenses
We need a way to BULK select multiple user names/emails when needing to change the license type. Having 450+ licenses, I need a way to do things in GROUPS....not just bulk deleting, but also bulk CHANGES when needed.
1 vote -
Preview option after changing the Branding
Ability to see or preview what it looks like after changing the Branding
1 vote
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