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  1. full-featured support of Quote Builder via API

  2. Enable the ability to dictate which folder a document created from a template is added to

  3. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]  ·  Idea

  4. Salesforce Child Object Repeater Fields (Non-Product)

  5. Formula Validation Field (see description)  ·  Idea

  6. Make Payment Optional  ·  Idea

  7. Move to Folder Automation--Need more options & ability to edit

  8. Option to use sms verification trough Zapier or API.  ·  Released

  9. Fields should tie to and update variables used in document

  10. Restrict access to the documents by using Grant access button  ·  Released

  11. Text content placeholders for templates

  12. 2-way sync with Insightly  ·  Idea

  13. Enhanced Tagging System  ·  Not Planned

  14. Document Generation via AI

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