2928 results found
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Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
151 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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Quickbooks ACH
Be able to use ACH payments with Quickbooks payment gateway
133 votesWe wanted to share an update regarding this 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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Send invoice when payment is made: Invoice with Paid windows
The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).
29 votesWe wanted to share an update regarding this 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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Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
34 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Use Multiple Currencies in a Pricing Table
Be able to have multiple currencies in a pricing table
56 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases 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 pull contact tokens from Hubspot deal
Contact tokens are not available when creating the document from a HubSpot deal.
62 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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9 votes
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Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)
Choose the number of decimals shown to the viewer.
Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount.
451 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope this release 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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