315 results found
-
option to resize the optional item check box in the pricing table
ability to resize the optional item check box in the pricing table
3 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!
-
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column
3 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!
-
3 votes
Lindsey Schocke responded
-
[Bulk Action] Remove all recipients from a document
Have a button to remove all recipients from a doc, instead of removing one by one.
3 votes -
Add/edit image to a line item in a pricing table that isn't in the catalog
Right now only catalog items have images in pricing tables, but when I make a custom unique proposal I want the ability to add a photo to each line item from the document. Instead of saying "Image from catalog will appear here," make a button to add a photo.
3 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!
-
Auto-Capitalization Option
Auto-Capitalization Option
- will auto capitalize words on the document
3 votesValeryia Baranava responded
-
Smart content: be able to pull CLI background image
If:
-Template theme doesn't have a background image
-Page of the template where conditional smart content block is placed doesn't have a backround imageThen
-Be able to pull the background image of the CLI for the page in the resulting document3 votes -
change the image order in the image library
change the image order in the image library
3 votes -
background image work for pages with PDF page break
We have templates with background images. Where there is a lot of text, and a PDF page break is added, we would want a Page Properties on Settings to allow the background image to be carried across to other pages. Currently it automatically expands itself, thus breaking continuity.
Basically, we want it to operate like an image on a Word document.3 votes -
3 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!
-
add multiple background images on a page
add multiple background images on a page
3 votes -
Delete pages from the App
The functionality of creating a document from a template is very good from the App, but it is not practical if you cannot do simple things like delete sections or pages, or include the value of the proposal. It would be great if you incorporated this kind of functionality.
3 votes -
Ability to add optional items as in pricing table to the simple table
Ability to add optional items as in pricing table to the simple table
3 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!
-
Support Secondary Templates as a Source for Conditional Smart Content
Customers using Conditional Smart Content with multi-page or complex addendum sections are currently required to save each page or block to the Content Library individually. This creates a significant maintenance burden — any update to the addendum must be replicated across multiple library items manually.
Requested Enhancement:
Allow a full template or template section to be referenced as the conditional content source within a Smart Content block, rather than requiring content to be saved as static Content Library snapshots.Use Case:
This customer uses a guided selling workflow with a three-option checkbox (UCaaS, CCaaS, CloudCare). When CloudCare is selected, a…2 votes -
Allow removal of bullet/number from a list item while retaining its indent alignment
When building documents with numbered or bulleted lists, users frequently need to add continuation paragraphs beneath a list item — sub-paragraphs that visually align with where the list item's text begins, but without displaying any bullet or number marker.
Current behavior:
The editor offers two unsatisfactory options:Using the Indent button — creates an indented paragraph but does not match the text-start position of the list item above it, resulting in a visible misalignment
Adding a list item — aligns correctly, but always shows a bullet, number, or symbol which is inappropriate in formal documentsThe only available workaround is…
2 votes -
Notary Journl Export
Ability to export details from the notary journal regarding complete notary sessions.
2 votes -
Ability to set the alignment of an Image Placeholder
Ability to select left, center, or right alignment on an image placeholder so that images uploaded via API during document creation have the correct alignment. Currently, the alignment settings only appear once an image has already been placed in the placeholder.
2 votes -
Restrict editing while letting field update in generated documents.
Restrict users from editing the template structure (text, blocks, allowed content) while still letting them update field data in generated documents, without granting them edit access to the template itself.
2 votes -
Set Total Number of Reminders
Ability to cap or limit the number of auto-reminder emails sent on a document (e.g., stop reminders after X days or X sends).
2 votes -
Ability to hide certain field types so users cannot add them to templates and documents.
Would like to be able to hide the "Initials' field type so it is not visible to end users. They use another method to prefill initials, so sometimes their users get confused.
2 votes
- Don't see your idea?