7199 results found
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Variables in title with Forms
Ability to use variables in title with forms,
31 votes -
[Quote builder] Ability to change the background color for each product
Ability to change each individual background color for quote builder
10 votes -
Adjust/ change payment schedule after signing.
It would be great to have more dynamic options to adjust payments schedule.
1 vote -
Audit Log: Track Account Ownership Change
Add account ownership changes to the audit log.
3 votes -
Open a calendar when click on a date variable
Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term
3 votes -
Allow Auto-numbering in regular tables
Allow Auto-numbering to be used in regular table. This is useful for testing documentation (such as Factory Acceptance Test Protocols) where each row needs separate, automatically generated, test reference number.
1 vote -
Manage Recipient Groups
Would like the ability to manage recipient groups from the Contacts tab rather than having to dive into a document. Something like the attached.
2 votes -
Rooms: General Room chat feature for all room members
Rooms: General Room chat feature for room members
Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.4 votes -
Pass values from HubSpot along with currencies to the document
Pass values from HubSpot along with currencies to the document
4 votes -
Scroll option in text fields with limited width.
If text field width is not long enough to enter required data when using field validation, allow that field to scroll to enter full data but not resize text box due to limited space on form.
2 votes -
Re/Name Template via API
Currently in the API there is no method to set the name of the templates when uploading as a bundle. It defaults to the template name which is not suitable to API processes
3 votes -
2 votes
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Show Workspace Names for Users under All Users
Rather than displaying how many workspaces a user is party to under Settings > All users, please show the name of the workspace so it is easy to locate their files.
1 vote -
All users tab: show user roles
Please show the user roles assigned in the user list.
1 vote -
Update HubSpot Property With a Custom Value When Document Status Changes
A feature that automatically updates a HubSpot property with a custom value when a document’s status changes. For example, when a document is marked as "Completed," a specific property should display "YES," even if this value isn’t present in the document itself.
3 votes -
3 votes
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Reporting metrics on users
The ability for reports to show user data/internal rate, for example:
- First response time - time to respond/open a quote once it has been submitted for approval
- Number of edits - number of edits required on documents before approval
- Time to approve quote from submission to approval - see how long the quote approval process is4 votes -
Setup 2FA for all users at once
Option to setup 2FA for all users at once
14 votes -
Integration with Dazos
Integration with Dazos
1 vote -
Automation: Data fields will automatically be sorted out based on the fields in the document
Automate data field completion to avoid filling it manually each time—perhaps by pulling information from document fields or variables, or by selecting them once for a specific contract template and applying them automatically thereafter.
3 votes
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