Settings and activity
86 results found
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19 votes
Sara Rodriguez supported this idea ·
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8 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!Sara Rodriguez supported this idea ·
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7 votes
An error occurred while saving the comment Sara Rodriguez supported this idea ·
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14 votes
Sara Rodriguez supported this idea ·
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8 votes
Sara Rodriguez shared this idea ·
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12 votes
Sara Rodriguez supported this idea ·
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50 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Sara Rodriguez supported this idea ·
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4 votes
An error occurred while saving the comment Sara Rodriguez commented
When you import a new product csv you get an import email indicating the # of imported items with the title of the filename used. Can we do the same for the email you receive when templates are updated due to changes in catalog items?
Sara Rodriguez shared this idea ·
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67 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
An error occurred while saving the comment Sara Rodriguez commented
Today, the pricing table calculations are a bit simple. It would be ideal to be able to calculate based on a SFDCs products effective date to adjust ARR price based on the number of quarters a product has been purchased in.
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28 votes
An error occurred while saving the comment Sara Rodriguez commented
Be able to disable an approval workflow on the document level if the document sender doesn't make any edits.
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3 votes
Sara Rodriguez shared this idea ·
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10 votes
Sara Rodriguez supported this idea ·
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23 votes
Sara Rodriguez supported this idea ·
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3 votes
Sara Rodriguez supported this idea ·
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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!
An error occurred while saving the comment Sara Rodriguez commented
1. Number of Docs that have different Creator & Signer (Xero Signatory)
2. List of Docs grouped by Signer (Xero Signatory) -
14 votes
Sara Rodriguez supported this idea ·
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15 votes
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8 votes
An error occurred while saving the comment Sara Rodriguez commented
the name of the document created from an opportunity in sfdc includes the template name + customer name
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15 votes
An error occurred while saving the comment Sara Rodriguez commented
Be able to hide information until the user hovers their mouse over it
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105 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Sara Rodriguez commented
An email notification that is sent when a document is about to expire.
An error occurred while saving the comment Sara Rodriguez commented
Alert the sender to send a new document to the recipient once the original docs terms and conditions are about to expire
"Can I view my content library as ICONS instead of a list when in the content library from my dashboard the same way I see them as icons when in a document?"
This user is interested in changing the format for the content library items list and would prefer it to be like the one in the editor which shows icons/tiles vs line items.