128 results found
-
Heat Mapping
I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.
3 votesValeryia Baranava responded
-
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 -
notify when a change to the document is made
notify when a change to the document is made
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 -
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…
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 -
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 -
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:
-
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 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!
-
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 -
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:
-
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 -
Default View for Templates
The option to set a default view for users when accessing the template list. It currently shows All Templates but it would be better if we can set it to show 'Shared With Me' or a custom Template List view.
2 votes -
Option to download a template so that the PDF version appears the same way as it does in the editor
Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.
2 votes -
Ability to restore deleted images from image library
Ability to restore deleted images from the image library
2 votes -
Mass-update CLI
We would like to be able to mass update Content library items in tables
2 votes -
categorize shared templates
categorize shared templates
2 votes -
upload signature to content library
upload signature to content library so they won't have to upload form local files
2 votes -
2 votes
Lindsey Schocke responded
-
Ability to convert content library items to image library items or to move CLIs to the image library
Ability to convert content library items to image library items or to move CLIs to the image library
2 votes
- Don't see your idea?