Settings and activity
45 results found
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4 votes
Anna Kovalchuk supported this idea ·
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270 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Anna Kovalchuk supported this idea ·
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15 votes
An error occurred while saving the comment -
101 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Anna Kovalchuk commented
Insert one block into another
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7 votes
An error occurred while saving the comment Anna Kovalchuk commented
Simplify the process of pulling fields when there're many to be added
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15 votes
An error occurred while saving the comment Anna Kovalchuk commented
Ability to set set a custom sequence number on a document whether it was previously used or not
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24 votes
An error occurred while saving the comment Anna Kovalchuk commented
The Client fills in the text field on the Quote. Once completed, I want to transfer the data from the Quote to Event Summary and want to pull through the information that the client filled out.
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7 votes
Anna Kovalchuk supported this idea ·
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23 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 Anna Kovalchuk commented
I'd like to automate a calculated date to be "The date the form is sent" + 29 days. So If I send a form today, 10/10/2022. I'd like to automate a calculated date on the form be 11/08/2022
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14 votes
Anna Kovalchuk supported this idea ·
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88 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 Anna Kovalchuk commented
Pull smart content based on whether a checkbox is checked or not
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10 votes
An error occurred while saving the comment Anna Kovalchuk commented
Unlock the ability to switch between different document pages from the left-handed panel. Recipients cannot navigate through the document from the left-handed panel, only by scrolling
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77 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 Anna Kovalchuk commented
No auto-populate for a duplicated signature field assigned to one recipient
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42 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 Anna Kovalchuk commented
Ability to restrict access to form for one e-mail to only once.
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63 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:
- You can use Conditional Content to pass images as variables. Please see more here.
- Passing images is also available via Pricing table or Quote Builder. Check this link for more info.
If you need help with the set up, please feel free to reach out to our Support team for assistance!Â
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 Anna Kovalchuk commented
Merge images from Hubspot via fields
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46 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Anna Kovalchuk commented
I think the important thing there may also be that the selection in a drop down also can return a price from the catlog.
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62 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Anna Kovalchuk commented
Don't let a recipient finish a document until the payment is completed
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68 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Anna Kovalchuk supported this idea ·
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10 votes
An error occurred while saving the comment Anna Kovalchuk commented
add a subject field in the zapier connection to have an ability to Ability to change subject message sending a document via zapier
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9 votes
An error occurred while saving the comment Anna Kovalchuk commented
Now we can rename a sent document from the Documents section only, however, as we open a document, the previous document name stays on the top left of the cover page
Ability to disable the 'Download document' for recipients on the account/workspace level, not only for particular documents/templates