171 results found
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Email Template Button Color Adjustment
Visibility / colour
The "Email templates" label sits in a very light grey on a white background, so it blends in and isn't obviously a clickable button. It's easy to miss that it's there at all. Could the default colour be made brighter / higher contrast so it's clear at a glance that it's a button I'm about to click?3 votes -
Multiple Smart Content conditions
Smart Content blocks only show the FIRST matching condition's content. If a client buys multiple products, only one product's information appears.
Request: Allow MULTIPLE conditions to apply simultaneously, so all purchased products' information shows. Makes automation actually work for multi-product scenarios. This helps other Enterprise customers with bundled services.
2 votes -
Ability to share templates with specific users, not just workspaces
-Preventing misuse by general users: With approximately 1,000 users in their main workspace, sharing templates at the workspace level means all users would have access. This could lead to general users, such as salespeople, seeing and potentially misusing templates intended for specific teams, like the procurement team.
-Avoiding excessive workspace creation: The client already manages 15 workspaces. Creating new workspaces for small teams (like a two-person procurement team) is not a sustainable solution. It would lead to more complex management and hinder the ability to search for agreements across different workspaces, ultimately creating more work.
2 votes -
Reusable Conditional Content Sections & Centralized Rule Management
Enterprise customers need a reusable rule/content architecture for Smart Content and conditional template logic.
Today:
- Conditional content rules live only inside individual templates
- Rules cannot be centrally managed or reused globally
- Updating business logic requires manually editing many templates
- Content blocks can be reused, but the governance of the logic itself cannot
This creates major operational pain around:
- template maintenance
- rule duplication
- template drift
- scaling RevOps operations
- governance consistency across teams
Desired functionality:
- reusable conditional content sections/pages
- shared rule libraries
- “define once, reuse everywhere” architecture
- centralized rule management
- global updates across templates
- reusable smart content modules with embedded logic
- template…
1 vote -
Bundle Documents within Content Library, feature to Replace Source File within Templates, Transfer from Content Library to Templates
Currently, bundling documents can only be done for documents in Templates. However, the individual documents found in Templates can't be updated easily with "Replace Source File." This feature is only available in Content Library.
Updating various documents to be bundled together in Templates requires that I have the documents as Content Library items to perform any updates. Using "Replace Source File" allows me to keep any fields that were created rather than having to create them all over again or copying and pasting. Once it's updated as a Content Library item, I have to create a new Template with the…
1 vote -
Share template folder with other workspaces
Ability to share a template folder with other workspaces
6 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Assign fields when populate CLI with Smart Content
When Library items are added via smart content, the fields are not being assigned even though the CLI and template have the same role names.
2 votes -
Improve Template Click Workflow
Clicking on a template title should create a new document by default. Editing the template should live under the “More” dropdown. This would align with common UX expectations and reduce accidental template edits.
1 vote -
Too many clicks to content center & going backwards to a content center folder doesn't work anymore
The change of moving content center into templates created MANY more clicks to edit content center items. If you have a well organized content center with 3 folders to a specific item, It takes up to 5 clicks to get into it initially, then if you have to edit many items in the same folder the top left hand folder hierarchy (image below) it kicks you ALL the way to the beginning.
So if I have to edit 5 items in the library in the same folder I have to click content center THEN root folder THEN sub folder THEN…
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the video below:
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disable email notifcation for in person signing
Is there a setting on a template so that when a user signs in person, they receive no email about the document at all?
1 vote -
Add a content library item as section to the pricing table.
I'm working in a pricing table and I was wondering if there is a way to add an entire section like I do for content library items. I need it to be in the same table.
2 votes -
Ability to see how many and what agreements when using a specific template from our template library
I'd like to see how many and what agreements are when using a specific template from our template library. Please share how best to do this.
2 votes -
1 vote
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Choose/ set up delivery method on Template per role
Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings
3 votes -
document made from a specific template get a tag automatically
I would like every document made from a specific template to get a tag automatically so they cannot forget
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
22 votes -
Radio Buttons - Linked/duplicate fields
Need the ability to duplicate a set of radio elsewhere in the same document/template. There are state and federal forms that this functionality is needed (for example, State of Florida Do-Not-Resuscitate Form). Competitors already have this functionality.
2 votes -
Have template name and variables in template name as two separate names.
When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
Example Below:
Template Name: Recurring Subscriptions Full Quote
Document Name: {Company Name] [Create Date]3 votes -
Sharing multiple content library items across workspaces
Being able to share more than one content library item across workspaces
13 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Template Gallery in the EU Domain
Access to the Template Gallery in the EU domain/server
13 votes
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