Settings and activity
36 results found
-
12 votes
Ollie Stacey
supported this idea
·
-
2 votesOllie Stacey
shared this idea
·
-
7 votesOllie Stacey
supported this idea
·
-
6 votes
Valeryia Baranava responded
An error occurred while saving the comment Ollie Stacey
supported this idea
·
-
30 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!
Ollie Stacey
supported this idea
·
-
344 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Ollie Stacey
supported this idea
·
-
13 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 Ollie Stacey
commented
We really need this! We quote options separately, and when we import the line items from HubSpot, they default to a single pricing table.
Ollie Stacey
supported this idea
·
-
6 votesOllie Stacey
supported this idea
·
An error occurred while saving the comment Ollie Stacey
commented
We'd love the ability to define where a document is stored based on variables within the document, including the ability to create a folder name for a specific variable.
Example - we want to store our sent quotes by account name (pulled from our CRM). When sent, save the document to a folder named [deal.companyname]. If it finds a folder, drop it there. If it doesn't, create a new folder.
The same could be true for different deal/opportunity owners, so quotations can be stored against the relevant account holder/deal owner.
-
1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- Select Connect account during the Automations setup.
- In the Authorization window, scroll to Site name.
- Add the name of the SharePoint site you want to connect to. If left blank, Workato will connect to your default home site.
- Use the site name as found in the URL of the site page. For example, if the URL is https://company-name.sharepoint.com/sites/product, use product.
Ollie Stacey
shared this idea
·
-
3 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, Box, or SharePoint
-
27 votesOllie Stacey
supported this idea
·
-
133 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Ollie Stacey
supported this idea
·
-
24 votes
Hi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Ollie Stacey
supported this idea
·
-
62 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!
Ollie Stacey
supported this idea
·
-
26 votesOllie Stacey
supported this idea
·
-
55 votes
We wanted to share an update regarding the 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.
Ollie Stacey
supported this idea
·
Really important for us. Would like it as a document variable that starts at 1 and increments each time a new version of the document is 'sent' after being edited.