Settings and activity
119 results found
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66 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment -
29 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option to Update Roles variables automatically after changing the signer of the account
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73 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Paul Cedric Guevarra commented
Scheduled payment for QuickBooks
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36 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
An error occurred while saving the comment Paul Cedric Guevarra commented
Change the Total amount value
An error occurred while saving the comment Paul Cedric Guevarra commented
Manually put total sum value on the Pricing Table
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95 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Ability to Customize Paper Layout. which include other paper sizes.
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27 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Plaid Integration for Stripe Authentication
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73 votes
Hi there! Thank you for submitting your idea.  Unfortunately, we aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
An error occurred while saving the comment Paul Cedric Guevarra commented
Customize Footer font face, font size, font color and margins and padding
An error occurred while saving the comment Paul Cedric Guevarra commented
Ability to control footer numbering, color and location
Paul Cedric Guevarra shared this idea ·
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6 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Ability to hide the audit trails info like location or update the location.
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7 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Slot to put the middle name or a hyphenated last name on the adding the recipient in creating a document to have the Initials to come up as intended
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112 votes
Hi there. Thank you for submitting this idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
An error occurred while saving the comment Paul Cedric Guevarra commented
Allow user to add internal anchor links to his document
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3 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Allow merge field data transfer from Zoho
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9 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Allow user to hide the pricing table from other recipients
An error occurred while saving the comment Paul Cedric Guevarra commented
Ability to hide pricing table to other recipient
Paul Cedric Guevarra shared this idea ·
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6 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Allow the heading and normal text to work with tiered numbering
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3 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Analytics for all the customer's heat maps, time spent on each page of that document template used
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42 votes
The status of this suggestion is currently unchanged. Please check back for updates.
You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.
An error occurred while saving the comment Paul Cedric Guevarra commented
Dragging the image into the SKU column.
Removing the AU in pricing column
Changing the discount to a % -
7 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Drag object from OneDrive directly to the template
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48 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Paul Cedric Guevarra commented
Recipients can update the price from the Pricing Table
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135 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment Paul Cedric Guevarra commented
have a custom field that will allow to grab amount from Pipedrive without the tax
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272 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
An error occurred while saving the comment Paul Cedric Guevarra commented
Customer want to sent the document later using scheduling.
Option to make content library items for Headers/Footers