7599 results found
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Edit sent document via API
Option to change the document status to Draft via API
6 votes -
Add footer and page background to content library items
My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.
8 votes -
2 votes
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Document bundling: option to mass update documents/templates
Option to update or edit a template/document and dynamically mass update bundled templates/documents
6 votes -
Disable workspace banners
The ability to disable the banners that pop up in the workspace (unrelated to billing banners).
i.e attached image
2 votes -
2 votes
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Integration with SAP (S4HANA)
Integration with SAP (S4HANA)
2 votes -
Exclusive Folder Sharing Capability for Specific Users
Customer would like to have an option to share folder containing document to a specific user only
10 votes -
Global setting to update all users profile images to a company logo and prevent users from updating the image.
Global admin setting to update all users profile images to the company logo and prevent users from updating the image.
They'd like to be able to remove the blank photo from their emails. Their users are not updating their profile photos.
Global branding for their company
4 votes -
Ability to set a minimum quantity the recipient must choose in Quote Builder
Ability to set a minimum quantity the recipient must choose in Quote Builder
5 votes -
Ability to see who viewed the document on JSON response when it is created through API
Getting the documentstatechanged request back with "viewed" status should include the viewer of the document.
1 vote -
Customize Knowledge Based Authentication
Knowledge Based Authentication : Setup a customized questions for clients to answer
1 vote -
HubSpot template extension: ability to set Company and Contact objects as a 'source object
HubSpot template extension: ability to set Company and Contact objects as a 'source object'
2 votes -
Variables: List Value
Is there anyway to add validation or list options for tokens in templates. For instance, if a token needs to be a specific value, is there a way to turn it into a list value token
2 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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Improve UI for Room Links
When trying to open a Link in Rooms Resources, it is not intuitive where to click to be directed to the web page. If you click at the wrong place, you might be directed to the error page or the wrong page.
2 votes -
Quote builder: ability to show vertical lines (borders) in the table view layout
Ability to show vertical column lines to a quote
3 votes -
Update Salesforce opportunity when the first recipient signs the document
Update Salesforce opportunity when the first recipient signs the document
3 votes -
Сontent library linked fields
Ability to be able to combine both linked fields from a CLI (content library item) and a document created from a template. The workflow would look like this:
- You have a few date fields in a document. They are linked, so that when you fill in one of them, you fill in all of them.
You also have a CLI, that also has some date fields that you want to link to the fields in the original document.
Right now: you can't link document and CLI. Even if all of them have the same Field ID, when you insert the…
2 votes -
Payment Integration with The Merchant Source
Payment Integration with The Merchant Source
3 votes -
API: Toggle at the template level to enable / restrict permission to download a document (pdf or doc.x)
We need to have certain templates to have a feature to download in .docx format and few templates we need to restrict to PDF only. The reason is we include Publications/Drawings(PDF Files) in few documents(using template) which would be difficult or takes longer time to generate the documents. So we can disable the .docx for the templates which doesn't have Publications/Drawings it would be easy or faster way to download"
1 vote
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