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  1. 15 votes

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    dylan.wilkinson commented  · 

    Would like the ability to copy the information in the Quote Builder when duplicating a document. Currently, when duplicating a document, the quote builder is duplicated but reverts to the default products. In some cases, there can be 10 or more products that need to be manually added again to the quote. The "Transfer data to..." functionality also does not work in this use-case.

    dylan.wilkinson supported this idea  · 
  2. 2 votes

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  3. 9 votes

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    dylan.wilkinson commented  · 

    It would be great to see what documents might be impacted by the change/update of a content library item.

    dylan.wilkinson supported this idea  · 
  4. 24 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!

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    dylan.wilkinson commented  · 

    Would be great to be able to require more than one variable value to be met before showing conditional content items.

    Current use case example: If [Document.Type] variable value equals: SaaS Agreement AND [Pricing.Plan] variable value equals: Essentials; Then show these content items: xyz

    dylan.wilkinson supported this idea  · 
  5. 35 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!

    dylan.wilkinson supported this idea  · 
  6. 32 votes

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    dylan.wilkinson supported this idea  · 
  7. 13 votes

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    dylan.wilkinson supported this idea  · 
  8. 66 votes

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  9. 13 votes

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    dylan.wilkinson supported this idea  · 
  10. 53 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!

    dylan.wilkinson supported this idea  · 
  11. 19 votes

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  12. 2 votes

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