7252 results found
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2-way sync with SFDC - Approved in SFDC automatically approves document
Wants the workflow of approval to be that once the deal is approved the document associated will automatically be approved as well.
1 vote -
Ability to set up several rules for conditional fields
Option to set a rule for the box that is already set by another box. Use case: we want to set the rule for the first drop-down to show the second drop-down box and then keep editing rule for the second box to show the third drop-down box
1 vote -
Payment scheduling on QB
The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.
1 vote -
Maintain variable placement when the source file is replaced in the document
The customer would like to have the ability to maintain the placement of the variables when they are using replace source file feature
1 vote -
1 vote
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1 vote
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Update a document with values from PipeDrive after the document has been sent
Update a document with values from PipeDrive after the document has been sent
1 vote -
Option to see who completed the document from the document list
The client would like to see who exactly had completed the document because the status shows as "Viewed" until everyone has signed it. They wanted this information to be visible without opening the analytics, just from the document list.
1 vote -
Increase recipient limit
Increase limit of 50 recipient
1 vote -
1 vote
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1 vote
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GreytHR
It would be helpful for cross team collaboration to have GreytHR integration
1 vote -
1 vote
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Ability to use keyboard shortcuts to navigate the Quote builder
Ability to use keyboard shortcuts to navigate the Quote builder
1 vote -
Integration with Microsoft Azure
Integration with Microsoft Azure
1 vote -
Automation: Document Sent or Opened, Change Stage
It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically
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 link below:
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Text block restricted by table cell
Option to make fillable text field only stretch to the perimeters of the table cell
1 vote -
Ability to calculate the total weight of products within the quote.
Ability to calculate the total weight of products within the quote.
1 vote -
Toggle download option for recipients on sent documents
The ability to toggle document download option for recipients even after the document has been sent.
1 vote -
1 vote
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