6819 results found
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Smart Folders: sort documents by status or tag
Smart folders would be more useful (or at least equally as useful) as the "move to folder" automation. Smart folders could automatically sort documents into folders by status. They could also sort documents by tags. Ideally, the document library would be able to be viewed in multiple manners, similarly to the way Gmail uses tags or Outlook uses smart folders. You click on a smart folder, and all of the items that meet the criteria of the smart folder appear, even though the items are not physically located in the smart folder. The smart folder serves as a way to…
1 vote -
Integration with Egnyte
Integration with Egnyte
1 vote -
Be able to see created date after you search for a specific document
In the "My documents" section, you can see the creation date on the list, but if you use the search feature, it only shows you the "modified date" and doesn't give you the option to see the created date. i wouldn't mind a whole separate option for it or still being able to change the modified date column to the created date column. Sometimes we are looking for patterns with templates failing or getting stuck in draft from our API and it's more helpful to see the created date then it is the modified date.
1 vote -
Update prices without having to download the entire catalog
Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualizaciĂłn de tarifas y fecha de entrada en vigor de una tarifa.
English:
Be able to update price rates without having to download all the products in the catalog. Keep track of rate update dates and the effective date of a rate.1 vote -
Editable subtotals, columns and smart fields
Add multiple table subtotals to specify which columns we want included in that amount, and reference that subtotal as a variable in the document text
Right now, by default, when you add a subtotal, it just includes all the price columns, but we want to be able to click on it and enable/disable the columns you do or don't want in that subtotal
We also want the discount column to be configurable similarly, where we can specify which columns that discount applies to, because right now it applies to the whole row
We ultimately just need the smart fields to…
1 vote -
upload documents to specific Site on SharePoint
Currently the automation to upload a document to SharePoint only allows you to save to the home site. We want to save to a specific site's document location.
1 voteHi,
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 follow the steps below:
- Select Connect account during the Automations setup.
- In the Authorization window, scroll to Site name.
- Add the name of the SharePoint site you want to connect to. If left blank, Workato will connect to your default home site.
- Use the site name as found in the URL of the site page. For example, if the URL is https://company-name.sharepoint.com/sites/product, use product.
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Ability to add a field caption.
Ability to add a field caption
1 voteHi,
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 video: -
Auto complete documents
Once a recipient fully signs all their fields, the document will be "finished" for them (without the need to click on Finish button)
1 vote -
Ability to merge text blocks.
Ability to merge text blocks.
1 vote -
GIFs In Public View on Mobile App/Mobile Web
Support GIFs Display in Public View for Mobile App/Mobile Web.
1 vote -
If a renewal date comes up, I'd like to receive a slack notification to a specific channel
If a renewal date comes up, I'd like to track these and receive a slack notification to a specific channel
1 vote -
Option to add check to the payment options
Option to add a check to the payment options
1 vote -
Pricing table: set 'Name' field to be bold when products are populated from the CRM
Ability to bold only the 'Name' field in pricing tables that are populated via integrated CRM deal.
We stopped using the PandaDoc catalogue and started integrating line items from our Deals in HubSpot. However, we cannot set the 'name' of the line item to bold - the same way line items from the PandaDoc catalogue display.
1 vote -
Dataforma
Integrate with Dataforma's AP
1 vote -
1 vote
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Integration with Knowify.
Integration with Knowify.
1 vote -
Ability for a user to track up to their 10 last logins
The ability for a user to track up to their 10 last logins on their end
1 vote -
Ability to set up different profile names in different workspaces.
Ability to set up different profile names in different workspaces.
1 vote -
Create a “convert PD variables to hubspot variables” feature
A button that you click that will automatically replace PD variables in templates/documents with supported equivalent HubSpot variables for use with integration.
1 vote -
Quite builder: mark products as taxable/non-taxable
For the quote builder, we do a fair amount of work where the labor is not taxable, but include products that are taxable. It would be fantastic if we could mark specific items in the quote as taxable or not taxable.
1 vote
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