7027 results found
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Create Additional Headings
Ability to create multiple heading styles in a template
9 votes -
Table of contents: PDF page breaks recognition
Table of Contents Page Numbering does not align with PDF Proposal generated and shows incorrect numbering
39 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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get rid of the content library panel?
get rid of the content library panel?
2 votes -
1 vote
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freshsales
It is very limiting that the PD integration with Freshsales is only available at the deal level. A large portion of our needs to send documents to existing clients have nothing to do with a deal and need to be sent at the Account/Company level. Can you please enable the integration at the account/company level :)
8 votes -
1 vote
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Ability to remove Document Reference (Document-Ref) and page numbering
Ability to disable footer contents (Document Reference and page numbering)
58 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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3 votes
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1 vote
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7 votes
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Heat Mapping
I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.
3 votes -
Personal notifications on the template/form level
manage doc lifecycle related notifications: sent, viewed, completed, declined, annoted at the form / template level rather than at the sender profile level
3 votes -
A way to remove the optional field indicator
A way to remove the optional indicator signers see when they hover their cursor over an optional field.
5 votes -
purchase order tracker
It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order
2 votes -
Mark documents as read/App
Mark documents as read in the app to stop getting irrelevant notifications
8 votes -
Make document value optional (for HR and not-commercial documents)
Option to disable the document value for documents that have no commercial value.
For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.6 votes -
Tick box near variables so if selected it automatically copies variables from somewhere else on the form to avoid duplicating work
We have some variables that may or may not be the same as others. This means when customer is completing order form they may need to enter the same information more than once. It would be really helpful if there was the option to enter a tickbox that says something like 'Same information as above'
1 vote -
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
5 votes -
Pin Frequently Used Templates
As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.
3 votes -
Saved Message Folder
I would also like to have a specific folder for my saved message templates instead of having to scroll through all of the other ones created by my colleagues.
4 votes
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