5389 results found
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Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
4 votes -
Podio CRM
Podio CRM integration
12 votes -
Pricing Table Tax automates based on Zip Code
Have the pricing table tax automate based on a zipcode within the document
7 votes -
Pricing Table: Duplicate sections, Save sections, Merge Tables.
It would make our lives 10 times easier if we could duplicate sections of a pricing table. I.e. Enter 5 products for Day 1 of something, and duplicate to create Day 2, 3, 4, etc instead of manually inputting the same products. It would be great to also be able to save section of a pricing table to your content library or catalog, and add an entire section onto an existing pricing table block. They would essentially MERGE. Thnx!
5 votes -
Area Requirement: Make certain pages required to view/scroll through
Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required
6 votes -
Collect Files Field Sync with Google Drive
Customer would like there to be a way to easily send over uploaded files to Google Drive. (uploaded files from Completed Docs added via Collect Files Field)
8 votes -
Offline Storage of completed document
a storage for completed documents without making it as a draft
11 votes -
Ordway
Ability to integrate with Ordway and create a seamless quote-to-cash experience for customer, and tie that info/payment in with their billing system.
1 vote -
2 votes
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5 votes
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More Pricing Table Variable Options
Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)
27 votes -
General sharing link for a proposal
I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)
I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!
6 votes -
Flexible pricing table images: adding directly to the pricing table
More flexibility with adding an image to the pricing table - adding directly to the pricing table rather than the catalog and the option to add to different columns
42 votesThe status of this suggestion is currently unchanged. Please check back for updates.
You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.
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Duplicate workspaces
The ability to duplicate a workspace - with all settings preserved including users, integrations, SSO, API, etc.
13 votes -
Ability to customize or add columns that show under the documents list
Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)
5 votes -
Option for a user to leave a workspace
Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own
7 votes -
[Localization] Variables displayed in other languages
The customer would like to see variables be able to be displayed in other languages, not just english.
14 votes -
Custom roles: restrick view of validation fields
In custom role settings add setting to disable the view of validation (masked) fields for the user.
2 votes -
Add CLIs as attachments (not to doc/template body)
Option to add content library items as attachments to the documents
3 votes -
template gallery in german
template gallery in german
3 votes
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