Skip to content

385 search results

  1. The ability to see the message written in the body the email without having to be CC'd on a document.  ·  Idea

  2. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file  ·  Idea

  3. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature  ·  Idea

  4. Rooms - Multi-select documents for one task

  5. The ability to use SQL in Forms

  6. Smart Forms: pre-fill using web link

  7. Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ  ·  Released

  8. Replace source file for bundled documents

  9. [Word Export] Quote builder shows hidden fields in Word export

  10. Editable document name label (located near the first page in content) for single documents

  11. Smart Content option for numerical value as variable that is greater than 0  ·  Idea

  12. Click Up CRM for automation

  13. Automatic calculations in fields  ·  Not Planned

  14. recipient comments on a document. click "view in document" to take you directly to the comment in the document  ·  Idea

  15. Reporting - mobile and desktop usage

  16. Different currency for pricing table's subtotal and total  ·  Idea

  17. Add a hyperlink in a text field

  18. When I send a contract with "Document.ExpirationDate" field to my manager for approval, this field is blank.

  19. Pre-set but adjustable auto-reminders  ·  Idea

  20. Print and select pages ex. P. (3-5)  ·  Idea