6784 results found
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ability to see the name of the template/document you are going to delete in the pop-up window
ability to see the name of the template/document you are going to delete in the pop-up window
1 vote -
1 vote
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Option to Remove AMEX for authorize.net
Option to Remove AMEX as payment option for authorize.net
1 vote -
1 vote
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1 vote
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Initial User Roles
Hi -- It would be extremely helpful if we could determine a user's capabilities/role prior to them accepting the invitation. Presently, we cannot do this, which means we basically have to sit on the site refreshing to see if they accept and as soon as they do, change their role level. This is highly inconvenient, not just because of the time involved, but also in the event that we do not change the user's role quick enough they are automatically are an Admin and thus have access to all previously sent documents. If you cannot change this feature, then, upon…
1 vote -
1 vote
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Pull information from changed library item to existing document
once CLI is changed, it will change info in the documents where this CLI was added.
1 vote -
PO make out of a proposal once it is completed
When a proposal is completed need to make a PO from there to place an order with a vendor
1 vote -
automatically change the values coming from SFDC to the pricing table (e.g abbreviations)
we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in
1 vote -
Diffrent options to indicate the signer (for ex. mobile number)
have an alternative if the signer dont have email can we use like mobile numbe
1 vote -
RevTrak
Integration with RevTrack
1 vote -
1 vote
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1 vote
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restrict document owner to sign before document approval
restrict document owner to sign before the document is sent for approval
1 vote -
1 vote
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Change Salesforce Sync Trigger names
Client does not want to see the status as the name of the document in the notes view. He would like to be able to change the name to the actual document name instead of seeing the document status.
1 vote -
update prices when duplicating
When you replicate an old document it doesn`t update the prices that have been updated via import.
Example: i have a document made in january 2021, i made a price csv. import to our catalog in february, when i replicate that document, it comes with old prices from january, not the new updated prices in the current catalog.
So if you replicate lots of documents that sometimes have 100 lines of products inside the pricing tables, you have to manually remove and re-add the items, in order to show the correct updated prices.
Imagine the frustration and the workload in…
1 vote -
1 vote
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Give the recipient of the form the ability to replicate a part of the form.
As an example, when you go to insure your car, for additional drivers, the form gives you a + option which expands for each additional driver creating a new section asking all the same questions.
I would love to have this option available to any section of the form, so a recipient could replicate if there is more than one person etc.
1 vote
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