7283 results found
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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 -
Integration into Click Up
Would love to be able to integrate directly into Click Up to create tasks from accepted documents AND attach the document to the task. Would make our workflow much easier, and reduce some manual processes.
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 actualización 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 -
WORDLINE/INGENICO payment support
Do you plan to add WORDLINE/INGENICO payment support ? It's a European leader.
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 -
Remove deactivated users from approval workflow automatically
Right now, when a user is removed from a workspace, that user is not removed from an approval workflow. An error message is received and the approval workflow can't be updated until the deactivated user is removed from the approval workflow. If that user is in a lot of approval workflows, it will be monotonous to remove the deactivated user from all of the approval workflows.
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 create active subscriptions instead of the scheduled ones
Ability to create active subscriptions instead of the scheduled ones
1 vote -
Ability to merge text blocks.
Ability to merge text blocks.
1 vote -
Add "add to top of section" option when adding products in pricing table
Currently, when you click add products, it automatically adds them to the bottom of the section.
Some of my templates have things at the bottom and I want them to stat at the bottom.
I suggest a tickbox when you select products that says "add to top of section" so that you don't have to rearrange things once you add them1 vote -
Manually change document status to Incomplete
Manually change document status to Incomplete
1 vote -
Copy/Paste Text to Trigger Auto-Suggest for Catalog Items in Pricing Table
Currently according to the HC article: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-Add-and-set-your-pricing-table
"To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog)"
The user wants to add the ability to trigger the auto-suggest for the catalog items via copy/pasting the text into the pricing table.
1 vote -
Rooms tasks linked with document status
It would be great if the tasks in the Rooms are able to link with documents. When documents get signed, or payments are made.
1 vote -
Download all documents across workspaces
Have the ability to download All Documents from all workspaces, without needing to go into each one separately and download them.
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
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