7427 results found
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Quote Builder: Set Fee Over 100%
Allow users to set the fee to over 100% in the Quote Builder.
2 votes -
Ability to set up the document currency based on the deal currency in a CRM
Ability to set up the document currency based on the Zoho CRM field.
2 votes -
Footer width customization
Make a footer (text block) a page wide
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Variable font design
Change the font in variables for separate values
I.e. in a variable Hello World make the word "World" in bold8 votes -
Integration capabilities with WhatsApp
Integration capabilities with WhatsApp
11 votes -
Option to filter documents by whose turn to sign now is
We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person
2 votes -
Bulk Unassign Recipients from Roles in Multiple Templates
A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).
2 votes -
Freshsales integration for Rooms feature
Add more CRM integrations for the Rooms feature.
2 votes -
Display profit margin in the pricing table
Display profit margin in the pricing table. We are attempting to add a table that can show sale price, cost, margin and margin %.
3 votes -
[Pricing Table and Quote] Allow Recipient to Change Additional Multiplier Column
Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.
2 votes -
Integration feature with Zapier to change email subject
Option in zapier to change the email subject went document is sent
11 votes -
Ability to set a primary owner of a workspace different than the Account Owner
Ability to set a primary owner of a workspace different than the Account Owner
11 votes -
Ability to populate variables with fields' values.
Ability to populate variables with fields' values.
7 votes -
Document generated by automation should be sent by original sender and not admin owner
By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.
6 votes -
Send Payment Reminder from overview tab
Have the ability to send a reminder from the overview tab without needing to go to the Payments section.
1 vote -
Fields: Select what type of fields to auto-populate
The option to select what type of fields a user wants automatically populated on uploaded documents. At the moment, the app populates all types of fields.
2 votes -
HubSpot 2-way sync: ability to pull back info from variables to HubSpot
Ability to pass variables values back to HubSpot if any values have been manually adjusted or added after the document creation.
8 votes -
Group Check Boxes to Require One to be Checked / Select Atleast One Logic
I want to be able to group check box fields to require one checkbox to be selected in the group.
Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.
You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.
We would like to make sure that the recipient does select at least one check box in the group before moving on.
A…
99 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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Quote builder: calculations in the columns
In the quote builder block, it would be great to have the ability to customize the logic behind the columns and what they do to the price and the total.
For example, there is a built-in 'fee' column that can be displayed as a percent markup on the products, but I would like to have the ability to adjust the logic behind the column.
See the image attached. The ability to adjust the logic behind how the total column is displayed when custom columns are used could open up wide possibilities for custom discounts, fees, or margin calculations on the…2 votes -
Walkthrough Arrow for Pricing Table Line Items
'Walkthrough arrow' that would stop at pricing table items, guiding recipients to make a decision on each.
2 votes
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