7142 results found
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Workspace Template gallery per department
Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
HR (employee handbook, tax forms, training video, etc.)
Marketing (one pager, services catalog, upcoming events...)3 votes -
1 vote
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Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]
option to send completed documents to a specific email address automatically
58 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Option for actual signature with transparent background
Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field
6 votes -
Borders Overlapping Images in PDF
When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.
1 vote -
Ability in Quickbooks integration to reroute it to "Sales" so QB knows when a customer has paid a deposit.
Ability in Quickbooks integration, instead of automatically creating a product/service line in QB if the document name is not found, reroute it to "Sales" so QB knows when a customer has paid a deposit.
1 vote -
1 vote
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5 votes
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2 votes
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Ability to create a batch of documents on the fly while creating a document through HubSpot.
Ability to create a batch of documents on the fly while creating a document through HubSpot.
2 votes -
Changing background colors based on what stage you are in (template vs document creation vs approving vs signing)
It's easy to get confused as to which section you are in the document process (template vs document creation vs approving vs signing). I think this could be fixed by having a different background color or other differentiation for the pages other than the item location in the top left corner.
2 votes -
3 votes
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5 votes
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1 vote
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5 votes
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Ability to put a checkmark in the pricing table next to the line item in a related column.
Name Column 1 Column 2
Product 1 + -
Product 2 - +
Product 3 + +1 vote -
countdown on the document
countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)
3 votes -
Payment block for Ev2
My only suggestion is that we miss the payment block at the end of the document.
5 votes -
Generate signature certificate even if the document is not completed by all recipients
Generate signature certificate even if the document is not completed by all recipients
38 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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1 vote
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