495 results found
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The ability to see the message written in the body the email without having to be CC'd on a document.
The client would like to be able to see messages written (the message you can write before sending where we might use saved messages) even after a document has expired, for example. Can there be a way to do this without having to be CC on the document?
2 votes -
2 votes
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Modify Billing notifications
Modify Billing notification on payment subscription
2 votes -
contract risk analysis using AI
contract risk analysis using AI
2 votes -
Reject / Accept history Report
Ability to create a report that shows the history of Order Forms. If an Order Form was rejected before being approved, and if so, how many time it were rejected till it was approved.
2 votes -
2 votes
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Transitioning from QuoteRoller
It's not only an update:
double the cost of our current solution quoteroller.com
find time to implement it / project manage the implementation...
lose all client history2 votes -
2 votes
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2 votes
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Auto-update Contact in Contact Library
If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)
2 votes -
Option to resize the workspace icon
Option to resize the workspace icon
2 votes -
Email optimization for Ms Outlook
Optimize the incoming emails to avoid cropped views, etc.
2 votes -
2 votes
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2 votes
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Tokens working in embedded template
tokens for template embedded
2 votes -
2 votes
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Allowing to open the link to the recipients of this document only
Allowing to open the link to the recipients of this document only. So if the link to this document was forwarded to anyone else it will not open.
2 votes -
Link list for the template
The option to have just a list for every template where you just can see the links and the emails assigned to it, and create new links in that list. Because right now you always have to create a document ,have it loaded in front of your eyes though it is always the same and then create your link/email.
2 votes -
2 votes
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"Get Started" button in the bottom right corner
How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.
2 votes
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