6492 results found
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Editable Appcues per workspace
Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.
1 vote -
Duplicate any document
Currently, the option to convert a document into a template is available, but I find this process to be less than optimal. While templates are undoubtedly useful for recurring use, there are instances when duplicating a document directly would be more efficient. The challenge I face is that, with the current system, I end up with numerous "templates" that were intended for one-time use, making it difficult to distinguish them from my official templates.
Hence, I would like to suggest the implementation of a direct document duplication feature. This feature would allow users to effortlessly create a copy of any…
1 vote -
hide the option to Create a trial account when the document is completed
hide the option to Create a trial account when the document is completed
1 vote -
Ability to use the same email for multiple account ownership
i.e The ability to have 2 separate companies and be the account owner for them using the same email address.
1 vote -
1 vote
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View a list of all unused variables within the account
View a list of all unused variables within the account
1 vote -
Halo CRM
Halo CRM integration.
1 vote -
Folder Lock/Hide Option
Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.
1 vote -
Ability to set up "Home overview" section in a way so that all users' documents are visible there.
Ability to set up "Home overview" section in a way so that all users' documents are visible there.
1 vote -
Automations for Microsoft Teams: upload a document to a specific channel/folder upon its completion.
1 vote -
add version history to the main title page
a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.
1 vote -
1 vote
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1 vote
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Annotate documents to provide status information
When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.
1 vote -
Canopy
Customer would like the Canopy to be integrated to PD
1 vote -
Use different types of bullet points in the same table block
Use different types of bullet points in the same table block
1 vote -
Indent bullet points inside of table
Indent bullet points inside of table
1 vote -
Mobile app: signing order
Option to set up signing order in mobile app
1 vote -
Automatically remove an empty row from the table
Customer would like to automatically remove any empty row in the table when he export data from an excel.
1 vote -
Separate files when downloading through automation
Customer would like to download the document via automation in separate PDF files when the document is in bundled.
1 vote
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