6500 results found
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Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
90 votesHi there! Unfortunately 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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Review the content of sent documents in Salesforce
Review the content of sent documents in Salesforce directly.
1 vote -
1 vote
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Export details - Audit Trail
Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed
114 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Combine/Merge Templates & Documents
There should be a feature that allow you to combine templates and documents
93 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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2 votes
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Accept logo without modifications
Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.
2 votes -
Variables contain formulas: variable calculations
Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.
Some examples would be
1. Generate document name variable based on template name, customer company name, deal value and expiration date.
2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
3. Calculate a downpayment size using document value and a custom multiplier.
4. Generate a new date based on a date in another fields or variable by adding a number of days/months to…152 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! -
3 votes
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Text color and text font transfer from Catalog to Pricing table.
Ability to transfer color from description in catalog to pricing table. Ability to change font in catalog. Editor 2.0.
8 votes -
57 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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4 votes
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2 votes
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10 votes
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OCR capabilities
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
24 votes -
2 votes
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More options to add videos
More options/ways to add videos. Embedding options
14 votes -
Calculated Variables in Pricing tables
Ability to add variables in columns that are not just plain text so that they can be multiplied.
78 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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1 vote
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[Integration] MoneyBird via Zapier: Import products from Pricing Table to Invoice
Add products from pricing table to MoneyBird invoice via Zapier.
1 vote
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