4072 results found
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Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
19 votes -
An option to use a custom fields with data merge in Hubspot
an option to use a custom field with data merge in Hubspot
19 votes -
Notifications about all document changes and updates for all recipients
Notifications about document updates for all recipients
19 votes -
Text around fields format to match the length of the info entered
a way to make text fields “elastic”, in the same way that your variable fields are. A Text Field is always a static length, whereas a variable field will only be as long as what the variable input string is and the rest of the text following it will be formatted normally. Which creates blank spaces when the info entered is smaller than the field size.
19 votes -
Field with tokens (like Ev1)
Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).
19 votes -
Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.
The option to search from Documents tab by status and tag simultaneously.
19 votes -
Auto number pricing table line items
Add line number to pricing table and auto increment each line to allow for a reference point in the table.
19 votes -
Copy Smart content Templates between workspace
We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save
18 votes -
Multiple Custom Fonts
Ability to add more than one custom font to a theme. Right now you can only add one, and sometimes need to add different styles of the same font, or different purchased fonts to one doc.
18 votes -
Approval Workflow auto-reminders
if an approver doesn't approve a document in a certain amount of time they get an email reminder
18 votes -
Lock content blocks in place: lock 🔐 position without locking restrict editing
Ability to lock 🔐 block position without locking restrict editing
18 votesThe ability to lock content blocks without restricting editing is still needed. Reopening feature request.
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Save fields values' when a document is downloaded as docx(word)
At the moment Fields' values are lost when a document is downloaded as .docx
18 votes -
Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.
Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.
18 votes -
Edit templates and CLI across workspaces
The ability to create or update templates and content library items that are accessible in one workspace.
18 votes -
18 votes
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Document Responsiveness on Mobile
Ability to zoom in and out without breaking the format on all devices (web and mobile)
Signature Pop-Ups on mobile (currently it breaks the formatting)
Increase Font Size18 votes -
18 votes
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Change the sender
Change the document sender to any email without using Send on behalf.
18 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
18 votes -
Text formatting for catalog
At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.
18 votes
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