7266 results found
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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.
7 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 -
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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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.
2 votes -
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
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