6118 results found
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1 vote
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Generate pdf download error caused by the wrong image link
Display the informative error message, when a document can't be downloaded because of the invalid image link in a document
1 vote -
1 vote
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1 vote
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Add Document declined trigger event in Zapier
2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?
1 vote -
1 vote
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Paperform
paperform native integration: pull data from new submission to the doc
1 vote -
1 vote
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1 vote
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1 vote
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Make the Document Value Required option
Make the Document Value Required to fill out instead of it being option
1 vote -
if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be chang
if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be changed
1 vote -
1 vote
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1 vote
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1 vote
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Hiding documents from Inbox
Not deleting them
1 vote -
Add a link t a document that will trigger some action in Pipedrive when a user clicks on it
I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?
1 vote -
1 vote
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Set recipient name after it's in Sent status
Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)
1 vote -
1 vote
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