2995 results found
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Ability to name each quote in a document and rename variables for each quote
Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc
2 votes -
Admin to "Create Workspace" not possible
When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.
I hope product can place a banner or a notification message saying that only the main Admin Owner can create
2 votes -
2 votes
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Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
2 votes -
Ability to choose on the template level which pricing table defaults as the document value
Ability to choose on the template level which pricing table defaults as the document value
2 votesHi,
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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Salesforce: select owner in Documents Activity Trigger
Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.
2 votes -
2 votes
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Search for documents in the Home Screen
Have the ability to search for a document in one of the home tabs.
2 votes -
2 votes
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Limits on Suggest edits that a recipient can make
Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature
2 votes -
Option to pull logs for a contact info changes
- Will allow the user to get log about the changes or update on contacts.
2 votes -
Disable pricing table calculations
Customer would like to disable the pricing table's capability to calculate
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Add fields permission modifications for custom roles
Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients
2 votes -
Mobile APP: Option to delete pages and insert page breaks
option to delete pages and insert page breaks using the mobile app
2 votes -
Editor Customization: Ability to resize and move the editor toolbar
Ability to resize and move the editor toolbar
2 votes -
The ability to see how many reminders have been sent for all documents in a workspace and/or for specific documents
to check how many reminders have been sent for all the documents from the account
2 votes -
Ability to change the location of the product image in the pricing table.
Ability to change the location of the product image in the pricing table.
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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2 votes
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Ability for other user to receive notification of an eForm
Ability for other user to receive notification of an eForm aside from the initiator or publisher
2 votes -
Create Approver filter in the document list
Create an Approver filter in the document list
2 votes
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