6302 results found
-
Manually changing document status in the MS Dynamics iFrame
Manually changing document status in the MS Dynamics iFrame
1 vote -
Data on best time to send documents
Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate
1 vote -
Ability to export selected PDFs from multiple searches in a single batch
Ability to export selected PDFs from multiple searches in a single batch
1 vote -
Time Block
Time Block
1 vote -
16 votes
-
Option to rotate pages of an uploaded document
The option to rotate pages.
83 votesHi there! Thank you for submitting your idea. Unfortunately, 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!
-
[HubSpot] Import from CRM: add new products to the pricing table after document creation
The ability to pull up the product information from Hubspot on the document via Import from CRM option.
32 votes -
Possibility to insert attachments via the document chat
Possibility to insert attachments via the document chat in any doc status
2 votes -
Recipients can upload visible in a document images / files
Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.
29 votes -
EV2 upload pdf within content blocks
Would like to upload a “pdf” in the middle of content blocks without converting into a jpg
3 votes -
Duplicate workspaces
The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.
11 votes -
Option to enable to see the recipient on the inbox
Option to enable to see the recipient on the inbox
1 vote -
Shorten URL Link
We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.
4 votes -
38 votes
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!
-
Documents Sorted by "Created by"
When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.
7 votes -
Document value for content library items
Ability to set the Document Value in a Content Library
1 vote -
1 vote
-
delete recent templates from document wizard
option a delete recent templates from document wizard
1 vote -
Connectwise
Integration with ConnectWise
14 votes -
Template & CRM Roles mapping: Autofill role with contact Email in Zoho
Auto assign contact role when creating a document in zoho
4 votes
- Don't see your idea?