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  1. 5 votes

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    Jaynna Ellis Dela Llana supported this idea  · 
  2. 4 votes

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    Jaynna Ellis Dela Llana shared this idea  · 
  3. 26 votes

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    Jaynna Ellis Dela Llana commented  · 

    Ability to Bulk Send in HubSpot

    Jaynna Ellis Dela Llana supported this idea  · 
  4. 13 votes

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    Jaynna Ellis Dela Llana commented  · 

    Other recipient can edit the document once the document has been signed by the 1st recipient.

    Client: The process is like this, our customer service will issue a contract, and then the customer service will fill in the information they need to fill in, and then send it to sales. Sales needs to fill in some information about the collection price, and then send it to the final customer. After the customer fills in the final information, they will pay according to the amount filled in by sales. Now the whole process is that sales cannot change the data in the price list. The only person who can modify it is the person who generated the contract in the first place. Is that right?

  5. 13 votes

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    Jaynna Ellis Dela Llana commented  · 

    Ability to allocate the pricing of the items to a specific pricing table footer

  6. 7 votes

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    Jaynna Ellis Dela Llana commented  · 

    The emails sent will show up in the HubSpot activity/history/ dashboard

  7. 11 votes

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    Jaynna Ellis Dela Llana commented  · 

    Ability to pull data from Zoho Subtables

  8. 3 votes

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    Jaynna Ellis Dela Llana commented  · 

    Client: Option for Total Cost in the CPQ

  9. 2 votes

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    Jaynna Ellis Dela Llana commented  · 

    Client Feedback:

    Zapier structure in the recipient's field:

    Recipient 1 first name
    Recipient 1 last name
    Recipient 2 first name
    Recipient 2 last name

  10. 8 votes

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    Jaynna Ellis Dela Llana commented  · 

    The ability to accept payment from recipients via other payment gateways.

    Suggestion would be plaid account from stripe or add gocardless as a payment gateway. This would give us the ability to avoid having to verify each deposit.

  11. 2 votes

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    Jaynna Ellis Dela Llana shared this idea  · 
  12. 102 votes

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    Jaynna Ellis Dela Llana commented  · 

    Ability to edit the form's singing process. (ex. Client: I want to specify whose name will be input into as the first and last name. i.e. 'Trip Participant first name", "trip Participant Last name")

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    Jaynna Ellis Dela Llana commented  · 

    Ability to embed a link or wordings in the form interface.

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    Jaynna Ellis Dela Llana commented  · 

    Please allow customization in the form verification as well as the form notification through email upon completion

    Jaynna Ellis Dela Llana supported this idea  · 
  13. 247 votes

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    Jaynna Ellis Dela Llana commented  · 

    Ability to send a customized email once the document is completed

  14. 2 votes

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    Jaynna Ellis Dela Llana commented  · 

    Ability to have percentage in additional multiplier column in Pricing table

  15. 8 votes

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    Jaynna Ellis Dela Llana commented  · 

    Ability to set time and specify time zones in reminders

  16. 31 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.

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    Jaynna Ellis Dela Llana commented  · 

    Client: Needed a pricing table with discount "line items" but without a dedicated discount column (most line items would not have a discount and I didn't want to show $0 discount). I also needed to explain the discount.

    Jaynna Ellis Dela Llana supported this idea  · 
  17. 91 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!

    Jaynna Ellis Dela Llana supported this idea  · 
  18. 17 votes

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    Jaynna Ellis Dela Llana commented  · 

    The client was not able to click the link if the document is on presentation mode. Kindly enable this functionality.

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    Jaynna Ellis Dela Llana commented  · 

    Please remove the icons at the top while on presentation mode

  19. 2 votes

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    Jaynna Ellis Dela Llana shared this idea  · 
  20. 2 votes

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    Jaynna Ellis Dela Llana commented  · 

    Ability to extend cover page the same as blank pages