7393 results found
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Custom columns are not hidden by default
When a custom column is created in the pricing table via the API call, it is hidden by default and you have to make it visible by going to the "Add column" button -> Select column in the pricing table. The feature request is to get this custom column visible by default
4 votes -
Searching a contact within the Contacts tab by postal code/phone number/street address
Searching a contact within the Contacts tab by postal code/phone number/street address
4 votes -
salesforce link
Be able to automatically link to opportunities all the previously linked documents
4 votes -
AutoSelect template based on SFDC field
Use a field in SFDC ( Template ID for example ) to specify which template should be automatically used in SDFC integration.
This should skip template select phase and go right to recipient role mapping
4 votes -
HubSpot: Push contacts birth dates and custom fields from Company Record
At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot
4 votes -
4 votes
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Better toggling between workspaces
They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.
4 votes -
Catalog: Private Notes for Catalog Items
A place for private notes when adding catalog items.
4 votes -
Include products in Link to Opportunity - Pipedrive
Ability to sync updated products from Pipedrive Opportunity to Pricing table when something changes.
4 votes -
Add or edit payment app settings for completed documents
I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.
4 votes -
Notification for template editing
Send a notification to the team once the template is updated/edited
4 votes -
Download the embedded template before signing
Download the the embedded template before signing.
4 votes -
Zoho Invoice
Zoho invoice integration.
4 votes -
Search by Company
Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.
4 votes -
[Word Export] Custom font for docx / word export.
Keep the custom font after downloading a document in Word format.
4 votes -
4 votes
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4 votes
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CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.
The option to export a CSV showing individual people (bulksend option of sending) and the status of the document they have been sent.
4 votes -
Cell deletion in tables
Delete a cell in a table (instead of row or column).
4 votes -
4 votes
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