6884 results found
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Viva Wallet integration
Ability to integrate with Viva Wallet
2 votes -
Paystack payment gateway
Option to integrate Paystack payment gateway
2 votes -
M-Pesa payment integration
M-Pesa payment integration
2 votes -
2 votes
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2 votes
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View document/template audit log for the approval workflow
Hi Team ,
Kindly add audit history to every document & every template .
So visibility will increase who updated approval workflow & who updated approver name in the template & document .it will useful to trace logs of any document & template .
3 votes -
Keep the template currency when creating documents from HubSpot.
Keep the template currency when creating documents from HubSpot.
1 vote -
Separate Repository for Templates
separate icon for templates
2 votes -
Catalog - set a tax rate per product and have it automatically calculate on the pricing table
set a tax rate per product and have it automatically calculate on the pricing table
3 votes -
Add the image URL to a variable and then the image will load as the variable once the document is created from the template
Add the image URL to a variable and then the image will load as the variable once the document is created from the template.
2 votes -
Document download: filter documents by type
Filter document downloads by regular documents, bulk send documents, and documents created from forms, so you can download all documents except those created from forms.
2 votes -
List documents where a user has collaborated via API
Specifically, we are utilizing the
list documentsendpoint with themembership_idparameter to retrieve documents associated with each user. While this approach successfully fetches documents created by the user, it does not capture documents where the user has collaborated on others' documents.2 votes -
Integrate Stripe with radio buttons
A way to make the payment integration pop up when one radio button is selected
2 votes -
50% deposit option
It would be great to have an option for the customer to pay a 50% deposit and then retain the CC info to bill the remaining balance with the click of a button when we arrive on the job site. Instead of sending them an invoice later and hoping that they pay.
2 votes -
Use tab key on not required field
Customer would like to be able to use the tab key on their keyboard to jump from one field to another even if the fields are not marked as required
2 votes -
Prevent users from editing the document when they are creating it via HubSpot.
Prevent users from editing the document when they are creating it via HubSpot.
2 votes -
Hyperlink attachments within documents for quick navigation
Option to hyperlink attachments within documents, allowing for quick navigation between different sections.
2 votes -
List of Documents with Transferred Ownership: View the New Owner
View which documents had ownership transferred - view who the new owner is
3 votes -
View two pages at a time side-by-side
I use templates quite frequently but need to edit the content by client and project. Sometimes what fits on one page runs into a new page which throws off how things look. I am very visual and write long, complicated proposals.
It would be terrific if I could see more than one page at a time to see how changes impact the look of the proposal and also to understand the flow. Plus, it would be easier to move pages around. Using the left-hand side view to look at pages is very limiting if I need to move a slide…
1 vote -
4 votes
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