6888 results found
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hide the option to Create a trial account when the document is completed
hide the option to Create a trial account when the document is completed
1 vote -
Ability to use the same email for multiple account ownership
i.e The ability to have 2 separate companies and be the account owner for them using the same email address.
2 votes -
Option to view the all documents expiration date in the separate column on the Documents tab
Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)
3 votes -
View a list of all unused variables within the account
View a list of all unused variables within the account
1 vote -
Halo CRM
Halo CRM integration.
2 votes -
Folder Lock/Hide Option
Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.
11 votes -
Customized Notifications to the Prospects
Hi, After sending the document to the receipt , I would love to send a customized notifications on particular date or frequency, or with customized comments. Currently there is only one option, the reminder will go after every 3 days, it should be customizable with the text and should allow to set based on the user wish
3 votes -
Ability to set up "Home overview" section in a way so that all users' documents are visible there.
Ability to set up "Home overview" section in a way so that all users' documents are visible there.
1 vote -
Automations for Microsoft Teams: upload a document to a specific channel/folder upon its completion.
1 vote -
Ability to delete a chat message on the template level.
Ability to delete a chat message on the template level.
2 votes -
add Maverick payment gateway
add Maverick payment gateway
1 vote -
Add Divider as a Component
For now there are no possibility to add responsive divider (just line - continuous, intermittent or dotted) that will visually divide different content blocks from each other horizontally or vertically. For now it possible to add horizontal divider with hack - create text field and put as much underscores (or dashes) as you need/want. But potentially such solution could brake alignment and position of other content block in document on exporting to Word (or any other external format) or rendering PDF.
2 votes -
add version history to the main title page
a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.
1 vote -
image library restriction
image library restriction - accessible by Account Owners and users with Admin role only
2 votes -
Update document value if specific radio button is checked
Update document value if specific radio button is checked
4 votes -
1 vote
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Document link to SalesForce Quote record
Customer would like to link the document to Quote record in SalesForce
7 votes -
add content library to documents using automations
If client input a checkbox into a document or template, use the automation feature to add pages from content library to the document
3 votes -
2 votes
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1 vote
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