6985 results found
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Separate Repository for Templates
separate icon for templates
2 votes -
Add the image URL to a variable and then the image will load as the variable once the document is created from the template
Add the image URL to a variable and then the image will load as the variable once the document is created from the template.
2 votes -
List documents where a user has collaborated via API
Specifically, we are utilizing the
list documents
endpoint with themembership_id
parameter to retrieve documents associated with each user. While this approach successfully fetches documents created by the user, it does not capture documents where the user has collaborated on others' documents.2 votes -
Create custom fillable fields
The ability to create custom fillable fields
4 votes -
Copy and paste fields/variables from one template to a new template
Option to copy and paste fields/variables from one template to a new template
4 votes -
Permission: restrict users from downloading unfinished documents (those not completed) in DOCX format
Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format
3 votes -
1 vote
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Bulk Upload Documents for Sharing in Rooms
Upload more than 5 files at a time to use as a hub for file sharing among businesses or clients.
1 vote -
Integrate Stripe with radio buttons
A way to make the payment integration pop up when one radio button is selected
2 votes -
50% deposit option
It would be great to have an option for the customer to pay a 50% deposit and then retain the CC info to bill the remaining balance with the click of a button when we arrive on the job site. Instead of sending them an invoice later and hoping that they pay.
2 votes -
Add background image to a header
Add a header background image
2 votes -
Ability to set default initials.
Ability to set default initials.
3 votes -
Use tab key on not required field
Customer would like to be able to use the tab key on their keyboard to jump from one field to another even if the fields are not marked as required
2 votes -
Prevent users from editing the document when they are creating it via HubSpot.
Prevent users from editing the document when they are creating it via HubSpot.
2 votes -
Hyperlink attachments within documents for quick navigation
Option to hyperlink attachments within documents, allowing for quick navigation between different sections.
2 votes -
2 votes
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2 votes
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Visibility of a document status for a CC recipient
The option for a CC recipient to see the status of the document.
2 votes -
Integration feature with Zapier to change email subject
Option in zapier to change the email subject went document is sent
10 votes -
Remove stripes from fields using conditional logic
Remove stripes from fields using conditional logic
2 votes
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