Settings and activity
14 results found
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19 votes
Robert Petitto supported this idea ·
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9 votes
An error occurred while saving the comment -
62 votes
Hi,
This is a great suggestion and we have had other customers asking about this feature as well. We’re looking into the possibility of developing it, but it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you! -
38 votes
An error occurred while saving the comment This is CRUCIAL when using the API to create documents and allow the document to be previewed after the document has been drafted.
An error occurred while saving the comment This is CRITICAL. Right now I have to use the Download PDF API which takes 15 seconds or so end-to-end. It's a lousy user experience. PLEASE prioritize.
An error occurred while saving the comment This is CRITICAL. Right now I have to use the Download PDF API which takes 15 seconds or so end-to-end. It's a lousy user experience. PLEASE prioritize.
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57 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 Critical indeed! Need to pass Markdown or basic HTML into any field / pricing table and preserve the styling.
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224 votes
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
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13 votes
An error occurred while saving the comment This is critical. We need a public URL of a document still in draft mode that we can preview before sending a document.
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1 vote
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2 votes
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23 votes
An error occurred while saving the comment If failed delivery, we need some sort of document.failedToSend status returned via the API and visible in the document's audit trail.
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24 votes
An error occurred while saving the comment This is critical when using the API to send documents. I need to specify the reply-to email address of the sales person initiating the proposal.
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269 votes
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2 votes
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439 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:
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Need a way to allow clients to partial pay (not installed payments). Currently, there's no way for clients to set the amount that they're able to pay. If I bill for $10k and they pay $7k, then status should remain "waiting for payment".