6888 results found
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Template Thumbnails (embedding)
Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)1 vote -
1 vote
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Variable font design
Change the font in variables for separate values
I.e. in a variable Hello World make the word "World" in bold5 votes -
Highlight blank Text Blocks when they are added to a page
When you add a blank text block to a page and then click off of the page, it becomes completely invisible. Also, the block is narrow, so you have to do a lot of clicking around to find it, or you may add another one redundantly because you can't see it's there.
1 vote -
Delay when adding a recipient to the sent/completed document
Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.
1 vote -
Email added to the Latest Activity
When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).
1 vote -
1 vote
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[Reporting] Ability to download a csv file for sent documents
download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent
5 votes -
Payment notification box
Customer would like to change the pop up payment notification box or customize the wording
5 votes -
1 vote
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Automatically adjust font size to fit text block
Increase or decrease font size of text automatically to fit the text block as block size is adjusted.
2 votes -
Combining PDFs
combine pdfs in single file
2 votes -
Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table
Ability to add a custom product field to the catalog product that would automatically be added as a price ($) field within the pricing table.
1 vote -
Ability to populate variables with fields' values.
Ability to populate variables with fields' values.
6 votes -
Pass data to Monday.com
Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com
9 votes -
Reorder dashboard
Customer would like to rearrange the titles on the dashboard
1 vote -
Admin and Manager Access to User Workspace Documents without Classified Content
The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.
1 vote -
Product bundle: automatic update
Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
For now, only regular products are updated in template.4 votes -
Editable Appcues per workspace
Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.
1 vote -
Duplicate any document
Currently, the option to convert a document into a template is available, but I find this process to be less than optimal. While templates are undoubtedly useful for recurring use, there are instances when duplicating a document directly would be more efficient. The challenge I face is that, with the current system, I end up with numerous "templates" that were intended for one-time use, making it difficult to distinguish them from my official templates.
Hence, I would like to suggest the implementation of a direct document duplication feature. This feature would allow users to effortlessly create a copy of any…
1 vote
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