386 search results
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Updating member role via API call
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More role variables (to pass from a HubSpot deal) · Idea
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Drag and drop a folder with files in the Rooms
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Option to convert /transfer info of normal table to the pricing table · Idea
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Reporting feature in API
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[Automation] recipe' that exports a PDF of a document to Google Drive when the document status is from Seen to Waiting to be paid OR Paid
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Forms responses CSV with columns named according to fields placeholders · Idea
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SFDC CPQ Workflows support for Quote object
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Ability to see how many and what agreements when using a specific template from our template library
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Hide pricing table if no products were populated
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Ability to Pull Values from Non-Primary Companies in Deal Records
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Reporting - export all documents associate to a specific template
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Hide empty rows from a table automatically
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Add more recipient related fields in webhooks
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Resend button · Not Planned
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Custom Manager Role edit Member allowed to view · Idea
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Notifications for non-document participants (non senders) · Not Planned
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Lock fields in section/quote footers from editing by sales reps in Quote Builder
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Advanced Date Validation · Idea
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Ability to autopopulate variables with the info from the specified document · Idea