5401 results found
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Send documents with unassigned fields: No need to assign fields
to be able to send the document even with unassigned fields.
68 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Validation on 'Create Document' button on Salesforce
Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.
This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce
3 votesValeryia Baranava responded
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Customize information passed to QuickBooks
Ability to setup or modify how records are created whenever payments are made using Quickbooks as the gateway.
18 votes -
3 votes
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1 vote
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1 vote
Hi. 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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1 vote
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Option to disable change status of documents for non admins roles
Option to disable change status of documents for non admins roles
- will allow the Admin [Owner] to disable the feature from non-Admin user role.
2 votes -
1 vote
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Data storage exclusively in Canada
Some customer's require storage to be localized exclusively within Canada
12 votes -
Send reminder from document view
A button on the document board to easily send reminders
4 votes -
Recipients can upload visible in a document images / files
Allow recipients to upload images not as download links but as entire picture which is a part of the document.
52 votes -
2 votes
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Document cc notifications for end users take them to the Analytics
Users that are CC'd on a doc are not able to see the analytics when they first log in.
They are brought to the Customer interface.
To See the analytics they have to search the Doc library for the doc sent.
1 vote -
Merge vertical cells in Pricing table
The possibility to merge the upper cells in a pricing table rows, which usually say Price, QTY, Name etc.
61 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Ability for page number to show left or right
Ability for page number to show left or right
22 votes -
Send notification to recipient for declined document
The ability to send declined document notifications to CC'd recipients as well.
Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.
10 votes -
Transfer / swap user licenses from one user to another
Ability to transfer existing licenses from one user to another without having to remove/re-add the user
36 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Email formatting
Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.
26 votes -
add multiple background images on a page
add multiple background images on a page
3 votes
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