7095 results found
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Account objects in Freshsales
Account objects in Freshsales
1 vote -
Ability to use line items from CRM as a variable
Ability to use line items from CRM as a variable for smart content.
1 vote -
option to change "by" for sent documents
option to change "by" for sent documents
2 votes -
3 votes
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Hubspot automations: more options to trigger the 'update line items' task
More options for the Document status that allow us to trigger the 'update line items' task for HubSpot. Similar to the options in the 'set deal stage' automation
3 votes -
Ablity to edit font size in quotes
Ability to edit font size in quotes after CRM data merge
1 vote -
Create a link via Smart Content
will alloe the user to add link in a paragraph let’s say “Click here” after a sequence of text and on click of it we can have them navigated to a different page.
1 vote -
Customize wording on e-mail sent
Ability to have a portion of the document, choice or customize the wording in the e-mail when the document is sent
1 vote -
Ability to restore deleted images from image library
Ability to restore deleted images from the image library
2 votes -
Salesforce integration - pull multiple related records on a document
It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).
Thank you for your consideration!
4 votes -
when adding a user have a dropdown to identify the team they are associated with
It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.
This would help with understanding the use case when connecting with the user for feedback.
More importantly it would help build a QBR based on the use case to steer behaviors.
Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.
10 votes -
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
1 vote -
13 votes
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Different colors for dropdown items
Different colors for dropdown items
2 votes -
Extract data from the document
Customer would like the ability to extract data from the actual content of the document
6 votes -
Paste content directly to the document from external source
Customer would like to have the ability to paste a content like image or screenshot directly to the document without using image block
1 vote -
Allow an attachment to be rotated.
Allow an attachment to be rotated
2 votes -
Option to only allow ACH payments via Stripe
It would be helpful to have an option to only allow ACH payments via the Stripe payment gateway.
14 votes -
search bundled documents
Unlock functionality to be able to search document titles or information within bundled documents
1 vote -
QES: disable for whole account
Option to disable QES for the whole account and all workspaces at once
1 vote
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