6118 results found

1. Click Up CRM for automation

   It would be wonderful if click-up were a CRM automation possibility.

   https://clickup.com/?utm_source=bing&utm_medium=cpc&utm_campaign=bgs_cpc_amusa_nnc_brand_trial_all-devices_troas_lp_x_all-departments_x_brand&utm_content=all-countries_kw-target_text_all-industries_all-features_all-use-cases_clickup_exact&utm_term=e_clickup&utm_creative=_BrandChampion-03072023_rsa&utm_custom1=&utm_custom2=&msclkid=e9c43e7b88d2151e64ed5b067dc976e0

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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2. Remove promotional window as a default workspace option

   Remove promotional banner as a default option in the settings

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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3. filter PandaDoc statuses in Salesforce

   filter PandaDoc statuses in Salesforce

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Email added to the Latest Activity

   When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Automatically adjust font size to fit text block

   Increase or decrease font size of text automatically to fit the text block as block size is adjusted.

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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6. Reorder dashboard

   Customer would like to rearrange the titles on the dashboard

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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7. 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.

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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8. image library restriction

   image library restriction - accessible by Account Owners and users with Admin role only

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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9. Automation: send Excel spreadsheet automatically once document reaches Completed status

   Automation: send Excel spreadsheet automatically once the document reaches Completed status

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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10. Smart Content - Increase the limit of the 50 conditions per rule with a maximum of 10 content library items
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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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11. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. option to change "by" for sent documents

    option to change "by" for sent documents

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Ability to restore deleted images from image library

    Ability to restore deleted images from the image library

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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14. Different colors for dropdown items

    Different colors for dropdown items

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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15. Allow an attachment to be rotated.

    Allow an attachment to be rotated

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Ability to filter documents per signer company name

    Ability to filter documents per signer company name

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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17. "Fill In" option retaining Focus in Unfilled Fields

    The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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18. Option for Tailored discount

    • will allow he user to set tailored discount based on a specific factor
    2 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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19. MS Teams: all users' notifications

    Option to see all users' notifications from all workspaces within MS Teams

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    2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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20. Disable email notifications for bulk import

    disable email notifications for bulk import

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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