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

  2. Formula Validation Field (see description)  ·  Idea

  3. Make Payment Optional  ·  Idea

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

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

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

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

  8. Age Verification

  9. 2-way sync with Insightly  ·  Idea

  10. Text content placeholders for templates

  11. Updating Catalog from Proposal

  12. Enhanced Tagging System  ·  Not Planned

  13. Document Generation via AI

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