2928 results found
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Search cross workspaces for documents
Allow Search cross workspaces for documents
27 votes -
Multiple lines in variables: insert line breaks in tokens/variables
insert line breaks in tokens/variables
11 votes -
Ability to delete logo
Ability to delete logo
7 votes -
2 votes
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Create and Send document in one API call
Be able to create and send a document in 1 API call intead of waiting for doucment to hit draft and then send.
7 votes -
19 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Redirect URL for Forms
Option within forms to automatically forward someone to a provided URL after they submit the Form
52 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! -
Convert a form to a template
Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?
127 votesHello,
Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result:
- Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)
- When clicking 'Create form', choose the desired template
Please use this Help Center article for additional reference.
We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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ability to see who from team members opened a document
ability to see who from team members opened a document
2 votes -
Unmasked fields in PDF: the finalized PDF version of a doc to show the masked fields unmasked
Save PDF with the unmasked fields.
37 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! -
Document Responsiveness on Mobile
Ability to zoom in and out without breaking the format on all devices (web and mobile)
Signature Pop-Ups on mobile (currently it breaks the formatting)
Increase Font Size25 votes -
Bulk Send via API
bulk send doesn’t have rate limits and uses a less urgent queue so more cost effective for clients. we actively discourage using the API for bulk sending. It’s considered “potentially abusive” to stay at the rate limit of 10 pdf/sec for a sustained period of time. this comes from the issue of have 30 minute + backlogs of document creation from large customers doing API bulk sends
14 votes -
Field data mapped into Pipedrive
Ability to map document field data into Pipedrive
11 votes -
Arabic / Hebrew localization: right-to-left writing
right-to-left writing
123 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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product catalog option to "deactivate" sku
When making updates to PD catalog, they need to delete the old SKU completely or name it as "archive". But they want an option to "deactivate" a sku so that everyone can still see it and what it entailed but can't actually add it into a pricing table
5 votes -
6 votes
Hi. 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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Prevent Fillable Fields from shifting
Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
The content locking feature doesn't help.22 votes -
SugarCRM two-way sync
SugarCRM two-way sync
3 votes -
Document value currency
Change the document value currency once the currency is set in pricing table.
11 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 link below:
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Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables
Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)
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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