7331 results found
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Separate Repository for Templates
separate icon for templates
2 votes -
List documents where a user has collaborated via API
Specifically, we are utilizing the
list documentsendpoint with themembership_idparameter 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 -
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 -
Remove stripes from fields using conditional logic
Remove stripes from fields using conditional logic
2 votes -
Box.com integration
Integrate with Box.com
2 votes -
[MS Dynamics][Automation Workato] Make MS Dynamics automation work with Quote Builder
At this point, we are able to update products for MS Dynamics opportunity, once changes are made to the products in the pricing table and the status of the document is changed. Would be great to implement the same for QB.
2 votes -
Add a filter to waiting for others
Add a filter waiting for others section so they keywords and recipient's email/name can be used
2 votes -
Lock fields in section/quote footers from editing by sales reps in Quote Builder
As we can lock columns in Quote Builder from editing by sales reps, we'd like to have the same ability to lock fields in section / quote footers.
1 vote
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