268 search results
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Integration or useful Zaps to use with HouseCall Pro
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Manually export JSON
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JavaScript SDK Preselect Template
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Pull PD analytics back to HubSpot · Idea
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Presentation via PowerPoint in Rooms / Ability to Pre select docs to show in the rooms and Sharing Rooms into other Workspaces
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Generate a bundled document transaction based on smart content · Idea
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Improve form results user experience
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Reporting: Document Analytics by Approver · Not Planned
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Pricing table- add the ability to display custom Line Item Properties that help describe the Line Item.
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Metrics and reporting api (Status and Document Analytics)
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Zoho Pass custom fields from quote to a pricing table
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receive contact ID via API · Released
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Time to view (Reporting)- include the specific pages as it does on single document level · Idea
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reassign fields after a document is sent
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Option to specify CSV column separator in Workspace settings · 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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Enable the ability to dictate which folder a document created from a template is added to
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Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables · Idea
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when adding a user have a dropdown to identify the team they are associated with · Idea
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Automatically Move a Document to a Specified Folder Based on Specific Field Criteria