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  1. 8 votes

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    Jonathan Monje commented  · 

    The ability to add a verification or 2-step process when deleting documents.

    i.e when a document is clicked for deletion, a message pops up alerting that the document will be moved to trash, asking if the user would like to proceed.

    Jonathan Monje supported this idea  · 
  2. 2 votes

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    Jonathan Monje shared this idea  · 
  3. 442 votes

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    Jonathan Monje supported this idea  · 
  4. 20 votes

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    Jonathan Monje supported this idea  · 
  5. 93 votes

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    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!

    Jonathan Monje supported this idea  · 
  6. 2 votes

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    Jonathan Monje shared this idea  · 
  7. 42 votes

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    Jonathan Monje supported this idea  · 
  8. 3 votes

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    Jonathan Monje shared this idea  · 
  9. 11 votes

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    Jonathan Monje supported this idea  · 
  10. 15 votes

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    Jonathan Monje supported this idea  · 
  11. 249 votes

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    Jonathan Monje supported this idea  · 
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    Jonathan Monje commented  · 

    Ability to edit the messaging in the document notification email recipients receive

  12. 86 votes

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    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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

    Jonathan Monje supported this idea  · 
  13. 81 votes

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    Jonathan Monje supported this idea  · 
  14. 139 votes

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    Jonathan Monje commented  · 

    Ability to add more contact information/create custom fields to populate information on the contact page.

    Jonathan Monje supported this idea  · 
  15. 3 votes

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    Jonathan Monje shared this idea  · 
  16. 128 votes

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    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Jonathan Monje supported this idea  · 
  17. 127 votes

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    Jonathan Monje supported this idea  · 
  18. 8 votes

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    Jonathan Monje supported this idea  · 
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    Jonathan Monje commented  · 

    Ability to align/lock fields & text so that they move together.

    i.e on indentations

  19. 5 votes

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    Jonathan Monje supported this idea  · 
  20. 10 votes

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    Jonathan Monje shared this idea  ·