302 results found
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Copy document sequence number when using "transfer data to" option
We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.
2 votes -
Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)
Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)
2 votes -
Matching fields pop-up notification
The ability for a pop up to populate if 2 fields don't match based on the recipient input. For example, the recipient added an account number in one field, and if they enter the number incorrectly in another field, the notification about the mismatch should be shown.
2 votes -
Making fields required or not required based on other fields
Option to set fields as required or optional based on answers provided in other fields. For example, to have two checkboxes where selecting one makes the other non-required. This will help ensure that the checkboxes are not overlooked and that only one can be selected at a time. Or the option to make fields required when others have a certain value.
2 votes -
2 votes
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Allow empty value on radio button option
Allow empty value on radio button option
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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2 votes
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Automatically adjust font size to fit text block
Increase or decrease font size of text automatically to fit the text block as block size is adjusted.
2 votes -
"Fill In" option retaining Focus in Unfilled Fields
The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.
2 votes -
2 votes
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Ability to download JPEG images from Collect files field
We'd like to be able to download the JPEG images from the collect files field.
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 link below:
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2 votes
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duplicate conditional fields with rules
duplicate conditional fields with rules across all pages
2 votes -
variable for a line item total
variable for a line item total
2 votes -
2 votes
Lindsey Schocke responded
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Preview collected files
We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful
2 votes -
Ability to add options to the dropdown field via uploading an excel file/google sheet.
Ability to add options to the dropdown field via uploading an excel file/google sheet.
2 votes -
add address validation options for fields
address field validation
2 votesValeryia Baranava responded
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2 votes
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2 votes
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