299 search results
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Option to convert /transfer info of normal table to the pricing table · Idea
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Smart Forms: Ability to set Sender Role instead of using Owner's Name
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Place fields on an uploaded pdf and make them required
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Ability to customize or add columns that show under the documents list · Idea
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Advanced Date Validation · Idea
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Template & Content Library - Ability to set rules or automate giving direction or order to the person creating it.
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Document cc notifications for end users take them to the Analytics · Idea
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Integration or useful Zaps to use with HouseCall Pro
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Lock ability to create a document from an existing sent document · Idea
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Generate a bundled document transaction based on smart content · Idea
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Global setting to update all users profile images to a company logo and prevent users from updating the image.
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Populate the client engagement info from HubSpot · Released
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Receive invoices for accounts with Automatic collection method · Idea
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Metrics and reporting api (Status and Document Analytics)
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Multi-team approval workflow · Idea
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Add Document declined trigger event in Zapier · Idea
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Improve the quality of how the PDF looks like once the document is generated via API · Idea
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receive contact ID via API · Released
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Enhanced Tagging System