2993 results found
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Approval workflow for templates (send template for approval)
Approval workflow for templates (send template for approval)
6 votes -
Bulk Unassign Recipients from Roles in Multiple Templates
A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).
3 votes -
Freshsales integration for Rooms feature
Add more CRM integrations for the Rooms feature.
2 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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6 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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Automatically create a new Room when a new client is added
When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".
4 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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Create/access Rooms from Pipedrive CRM
Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms
4 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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Custom message when sending via SMS
Customer wants to be able to edit the message that displays when sending via SMS. Right now it's greyed out with a message box pop up reading: "Messages sent via text (SMS) cannot be changed."
7 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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Suggest edits on uploaded documents
Suggest edits on uploaded documents
3 votes -
Walkthrough Arrow for Pricing Table Line Items
'Walkthrough arrow' that would stop at pricing table items, guiding recipients to make a decision on each.
2 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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Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
3 votes -
add multipage Content library items to the existing page not as a new page in the doc (leaving blank space)
Need to be able to add multipage CLIs to the existing page. Currently, multipage CLIs are added to the document, it adds them as a new page not to the existing page, leaving blank space.
3 votes -
Custom Role - restrict usage of reminders
Custom Role - restrict usage of reminders
3 votes -
4 votes
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Automatically remove unfilled variables before clicking the Send button
Automatically remove unused variables
6 votes -
Custom page sizes
Introduce more page sizes to the document editor:
* Tabloid size paper - 11 x 17 inches
* Custom sizesState your format in the comments!
98 votes -
Smart content: ability to add into the footer
Smart content: ability to add into the footer
13 votes -
Advanced analytics for the Rooms.
Advanced analytics for the Rooms.
5 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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7 votes
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Manually completed document audit
Group manually completed documents in one folder or create a tag for them by default
4 votes -
Quote builder: show product description only after a product is selected
Ability to show product description only after a product is selected in the Quote builder
5 votes
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