Settings and activity
15 results found
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1 vote
An error occurred while saving the comment Chelsea Richardson shared this idea ·
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1 vote
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2 votes
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8 votes
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5 votes
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3 votes
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1 vote
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11 votes
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2 votes
An error occurred while saving the comment When you have multiple pricing tables in a document, but some are tables such as hourly rate schedules or additional services tables, these aren’t part of the document total. It’s frustrating to have to manually change the document total each and every time a document is created. I’d love to be able to set the pricing table that the document value is tied to.
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11 votes
An error occurred while saving the comment When creating documents, it would be so useful to be able to either view all of the fields that need to be filled out in more of a form field type format or be able to tab through for input. The multiple clicks required to get into a variable/token is maddening.
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8 votes
An error occurred while saving the comment A variable might have a short name, but it gets replaced with several sentences or even a paragraph. The input field, however, only gives a small space to type, which is very frustrating. I've attached a screenshot. It would be helpful to have a button to expand the area to type if needed.
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102 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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311 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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59 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment I would like the ability to archive unsent drafts instead of having to either delete them or leave them in drafts indefinitely. If I have a draft that could at some point need to be sent, but it could be months out, I don't want to look at it all the time, but I'd like to be able to resurrect it if it should come back to life. Basically, the ability to organize within drafts would help.
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671 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.
Additionally, I want to add that in the current automation setup, once you've created a bunch of automations, you have to click on each one from the main screen to double-check what they're doing. For example, I created automations for each of my templates to sort into folders based on status. Since the current status options for the automation are only sent and completed, this means that there should be two automations per template. From the main screen, all of the automations look identical, with the exception of the template referenced. We need to be able to 1) rename the rule, and 2) see what the rule is doing.