227 results found
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Adding multiple pages to Content library at once
Ability to select multiple pages at once and add them straight away to the CL
14 votes -
Lock pages from being removed from a template
It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.
17 votes -
exclude unselected or not applicable fields from template upon creating a document
exclude unselected or not applicable fields from template upon creating a document
1 vote -
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).2 votes -
Having separate repository and folders within Image Library
- separate repository in side bar (like Content library)
- folders within Image library
194 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! -
Allow 'page' titles to be edited
Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.
Thanks!
(PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).
3 votes -
Content Library sorting
When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc
43 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! -
Portfolio template
portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models
1 vote -
A button to "add rows" to a form template table.
Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.
2 votes -
Lock specific message to the template
would need to have a specific messages attached to every templates i have
2 votes -
About Send Document
Create Subject and Message Based on User Role
like I have two roles i need to send different message and subject1 vote -
1 vote
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84 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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Option to define the template which document was created from
Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).
67 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template
Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template
92 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Attachments in Content Library
Ability to save and retrieve attachments from Content Library.
13 votes -
Reset workflow when duplicating a template
When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.
1 vote -
66 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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2 votes
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Customize Padding for Several Blocks at Once
Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.
11 votes
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