5370 results found
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1 vote
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automatically place fillable fields
automatically place fillable fields in documents and templates without drag and drop option
4 votes -
Add endpoint to share templates via API
Add endpoint to share templates via API
3 votes -
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)4 votes -
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 bold8 votes -
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).
2 votes -
1 vote
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Payment notification box
Customer would like to change the pop up payment notification box or customize the wording
8 votes -
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 -
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.
7 votes -
Reorder dashboard
Customer would like to rearrange the titles on the dashboard
2 votes -
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 -
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 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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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 -
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
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