2988 results found
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allow recipients to choose a payment method
allow recipients to choose a payment method
11 votesValeryia Baranava responded
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11 votes
Valeryia Baranava responded
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add collaborator through API while creating a document
add collaborator through API while creating a document
11 votesValeryia Baranava responded
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Option to resize logo
An ability to resize logo for the recipient's view
11 votesValeryia Baranava responded
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11 votes
Valeryia Baranava responded
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11 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Shared templates are added to the "All templates" folder
Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.
11 votes -
Option to set up field size and width when creating documents from a PDF via API
Set up field height and width while creating documents from a PDF via API
11 votes -
Automatically add Pipedrive custom product fields to pricing table
Automatically add Pipedrive custom product fields to pricing table
11 votesHi,
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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Admin License
Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.
11 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. There is an option to create a custom role where document creation is not allowed, but a user can manage roles and workspaces. For more information, please follow check the link below:
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Populate Document Expiration Date Variable before sending
Be able to see the document expiration date variable filled in document before sending
11 votes -
Bill.com
Ability to connect with Bill.Com
11 votes -
11 votes
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Sender notification when document is printed / downloaded
notification if the recipient downloads or prints out the document?
11 votes -
automate the populations of data for a given contact into multiple forms (or templates) for that contact
automate the populations of data for a given contact into multiple forms (or templates) for that contact
11 votes -
Multiple lines in variables: insert line breaks in tokens/variables
insert line breaks in tokens/variables
11 votes -
Field data mapped into Pipedrive
Ability to map document field data into Pipedrive
11 votes -
Document value currency
Change the document value currency once the currency is set in pricing table.
11 votesHi,
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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Import drop down list for excel or PDF
Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.
11 votes -
11 votes
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