219 results found
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Heat Mapping
I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.
3 votes -
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
6 votes -
Pin Frequently Used Templates
As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.
3 votes -
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 -
8 votes
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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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make template inactive
- there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
3 votes -
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 -
content library export
It would be great to have an option to export my content library
14 votes -
Lock specific message to the template
would need to have a specific messages attached to every templates i have
2 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 -
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 -
Template Gallery: Resume
Add a resume template to the Template Gallery
1 vote -
Complete Upload File Field at Template Level
Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page
1 vote -
2 votes
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1 vote
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Detailed reporting: Date Filter, Content Library, Upcoming Renewals
In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.
30 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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Content Library search inside a folder
Content Library search inside a folder
13 votes -
Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it
Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template
12 votes
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