7483 results found
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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 -
[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 -
Epay - payment integration
Epay - payment integration
2 votes -
Automatically highlight selected item in pricing table
The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.
2 votes -
Autosize aspect ratio of drawn signature to fill size of signature box
When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our…
3 votes -
Increase File Size for Automation w/SFDC
Current size limit for automation of completed files to auto save in SFDC is 12MB. This causes problems for customers with larger files to upload. ONLY option is to manually upload into SFDC.
1 voteHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Automation: Variables in Document Title
Ability for Variables in Document Title will be supported in automations
9 votes -
Payment pop ups before clients have viewed the document
Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.
2 votes -
Autofill date field with sending date
autofill date field with sending date/date sent
2 votes -
HubSpot - 2 or more tokens in 1 fillable field for merge field section
2 or more tokens in 1 fillable field for merge field section
2 votes -
2 votes
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Automatically show custom columns when the product is added to the quote or pricing table
Automatically show custom columns when the product is added to the quote or pricing table
2 votes -
Add new role in the document
add new role in the document
2 votes -
2 votes
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Variable for Template.Name
A system variable that will automatically populate the template name, useful when creating documents via CRM integrations
5 votes
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