767 results found
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3 votes
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Global Design Panel
Global design panel to manage advanced design across ALL workspaces.
3 votes -
Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a back-
Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.
3 votes -
Word Doc as an option to download for the client
So it seems the doctype is not something where the columns would go away. I would suggest if possible - the option when se
3 votes -
Image Block as background image
Being able to set an image block as a background image
3 votes -
background color shape
Can add a shape to a background color, to make it more customizable. For example, rounded ends on the background color for text.
3 votes -
suggest edits available for other blocks besides text blocks
How to make suggest edits available for other blocks besides text blocks?
3 votes -
EV2 upload pdf within content blocks
Would like to upload a “pdf” in the middle of content blocks without converting into a jpg
3 votes -
3 votes
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ability to move field menu / hide tool box
While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.
3 votes -
attachment location
Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.
3 votes -
"Save for later" option on Documents/Forms
It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"
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 -
Label on the pages
It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.
3 votes -
change the mark on the check box from check to "x"
change the mark on the check box from check to "x"
3 votes -
email validation supports extended email formats
the email validation feature once turned on should support the extended email addresses formats such as (name@morgan.k12.co.us) - multiple subdomains that operate under the state department of education)
3 votes -
3 votes
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3 votes
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Add Shipping Cost as an option in pricing table row
Ability to add a shipping cost row into the total of the pricing table.
3 votes -
Add CLIs as attachments (not to doc/template body)
Option to add content library items as attachments to the documents
3 votes
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