6985 results found
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Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
18 votes -
4 votes
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Automation for Salesforce for creating document
Customer would like to have a SalesForce automation to create document based on the conditions of the Opportunity
2 votes -
Make the description of bundled items visible in the quote
Currently, when you create a quote, only the description of the main item is visible, while the descriptions of bundled items are hidden. It would be great to have an option to make the description of each bundled item visible as well.
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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Typography Conditions in CPQ or Pricing Table
Ability to set conditions relating to typography.
e.g
Once the condition is met the segments/sections text will automatically go ''bold''
2 votes -
Payment Gateway: Integrate with NMI
Requesting an integration with NMI as a payment gateway.
7 votes -
Monday.com: automatically assign recipient
Option to automatically assign recipient to the role during document creation from Monday.com
4 votes -
Collect files field for Smart forms
Ability to use the 'collect files' field with Smart forms
1 vote -
Option to set the pricing table design to follow what is set on the document automatically
When adding a pricing table, the pricing table setting should follow what is set on the design tab of the document
1 vote -
Time Signed Auto-Fill
Was unsure of what category to choose for this request. The suggestion is to add a "time signed" field identical to the "date signed" field which auto-fills with the date, but with the time a document was signed instead. This could be implemented as it's own field, or could be added under the properties of the "Date Signed" auto-fill field in the formatting options. I know the time a document is signed is included with the signature certificate, but this feature is required as I submit documentation to a federal agency which requires both the date and time of a…
1 vote -
1 vote
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Set a limit on form responses
Have a way to limit the clients response to the form sent to them
1 vote -
[Quote Builder] Ability to view hidden columns after the document is sent
Have the ability to view hidden columns of the Quote Builder after the document is sent.
2 votes -
Signing order groups in Forms
Option to create signing order groups in Forms
2 votes -
2 votes
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Grey Out Unselected Items in Quote Builder
In the Quote Builder, unselected items should automatically appear greyed out to visually indicate that they are not included in the final selection.
4 votes -
Gainsight integration
native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.
2 votes -
3 votes
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Have areas of collapsable content
Hide or reveal content to condense document length.
1 vote -
Pricing Table: Ability to set a Font not only for the Header
Have the ability to set a Font for the Pricing Table so that when a new row is added, it will follow the set Font.
At the moment, you can do it for the Header but when you add a new row, it still uses a different Font and you still have to change it.
1 vote
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