7425 results found
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Search Results are no longer sortable
We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
thank you,20 votes -
Place a page break block inside a table of contents (TOC): split into pages
Option to split Table of contents to another page
20 votes -
Default Saved Message: automatically choose a saved message for a document
Ability to set a default saved message
20 votes -
Multiple themes when bundling documents
Allow multiple themes when documents are bundled.
20 votes -
Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
20 votes -
Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
20 votes -
An option to use a custom fields with data merge in Hubspot
an option to use a custom field with data merge in Hubspot
20 votes -
Make variables required (forbid sending the document if "required" variables are not filled in
Make it impossible to send a document if the required variables are not filled in
20 votes -
20 votes
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send emails from the Company name
Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name
20 votes -
Flatten PDFs before the upload
If the PDF is not flattened, some content can be missed after upload
20 votes -
ability to add items to dropdown field in bulk
ability to add items to dropdown field in bulk
20 votes -
Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.
The option to search from Documents tab by status and tag simultaneously.
20 votes -
Sorting option in the pricing table: Auto-sort from highest price to lowest in the pricing table
Auto-sort from highest price to lowest in the pricing table.
20 votes -
20 votes
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Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
19 votes -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
19 votes -
Option to remove PDF page break to download the page as a whole
Option to remove PDF page break to download the page as a whole
19 votes -
[Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies
Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages
19 votes -
Option to switch off "User joined workspace" notification for Admin users
Option to switch off "User joined workspace" notification for Admin users
19 votes
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