2912 results found
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6 votes
Hi. 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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Pricing table - wider description box
if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
In turn this make the pricing table longer if you have detailed descriptions or explanations.In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.
Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.
Separate issue - option to set currency to blank if accidently set to one. If you only…
6 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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Restrict ability to add blocks/new content to a document
Need a way of restricting a user’s ability to add blocks at document level. We want them to be able to add variables and fields, but they should not be able to add content to a document from their side.
6 votesValeryia Baranava responded
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6 votes
Hi. 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 merge fields to content library
Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.
6 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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Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
6 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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Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.6 votes -
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
6 votes -
Specify different amount for different payment methods and restrict client from paying with a method different from selection
IF users selects to pay via ACH - they should pay one amount
IF users selects to pay with credit card -another amount6 votes -
Ability to type in a date field
It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.
It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.
6 votes -
CompanyCam
We would love to be able to pull images right out of CompanyCam and add into our proposal!
6 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
6 votes -
Created documents get put in folder you are in
When you create a document, if you are in a folder, it gets created in said folder.
6 votes -
option for biometric/fingerprint signature
An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.
6 votes -
Notifications settings from documents created from Forms to be separated from the notifications for the regular documents
Separate notifications settings for regular documents and documents created from forms
6 votes -
Chat automatically open when document is opened
Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.
6 votes -
Set Placeholder Defualts
Have the ability to customize the default placeholder value for fields.
6 votes -
Pricing Table Integration: Ability to automatically pull products from data merge as optional
Pricing Table Integration: Ability to automatically pull products from data merge as optional
6 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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Transfer data from multiple documents to a new document
The ability to transfer data from multiple documents to a new document.
6 votes -
Conditional logic for Hubspot
Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is
6 votes
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