6688 results found
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Wizard Automation
Wizard based document creation where documents are compiled based on pre-selected fields in SFDC.
1 vote -
Pass Deal Info From Hubspot Using Zapier
Be able to pass deal information using Zapier and Hubspot
3 votes -
3 votes
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Be able to auto-complete the document on senders end upon sending it so they no longer have to finalize on their end.
Customer's statement:
Date, signature, textfields - as long as you have compelted these before sending the document and have applied the auto completion option, I no longer need to go back to the document and fill the said fields again3 votes -
4 votes
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3 votes
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Automatic scroll for inline comments
Would be nice it it automatically scrolled to where the inline comments were within the doc.
1 vote -
Disable auto-population of contacts associated with a deal in Pipedrive to the recipient on a template by template basis
We're in a situation where we generally do merge deal.person.email into the document but I really don't want that populating into the email list, just because a document is generated off that deal doesn't mean it's going to the "person" linked to the deal. In some cases that is who the document is going to so if I can change that behaviour on a template by template basis that would be great but if it has to be an account wide change, our preference is that no email addresses auto-populate when we click send document.
3 votes -
1 vote
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1 vote
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Text color and text font transfer from Catalog to Pricing table.
Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.
8 votes -
1 vote
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description font in pricing table
description font is now really small and has to be updated manually. It would be good if it was added to themes.
1 vote -
Auto page size adjustments
Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.
5 votes -
ability to place a single catalog item to multiple folders
ability to place a single catalog item to multiple folders
2 votes -
Download the embedded template before signing
Download the the embedded template before signing.
2 votes -
change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no
change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list
3 votes -
Export Report of a Single Document
Be able to export a particular documents usage: who has viewed, downloaded, completed.
7 votes -
Delete a document found in the search
When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)
1 vote -
Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
3 votes
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