Documents, Photos, Forms & Attachments
287 results found
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Customize the email "You have a document to sign"
The email that prompts the customer to sign the document, it would be great to change the subject line header and the brief email content that is displayed.
20 votes -
Ability to select email template when sending document for signature
Currently there is no way to add an email message when sending a signature request. It requires me to email the customer with a heads up that they are going to be receiving a signature request and it takes extra time.
22 votes -
Ability to add attachments to email templates
Whenever we email out an estimate, we would love to be able to send some attachments with it about our company, etc. Currently, we are not allowed to add an attachment when clicking "email estimate". We also have an automation that sends an email, but there is no option to add an attachment to email templates.
11 votes -
Group photos in document templates
Currently, when using the [[photo_attachments]] field to attach photos, it does not allow to add photos in groups. It would be very helpful to be able to attach photos and break them up in sections or groups on a document template.
1 vote -
The app does not allow my coworkers to see my notes as to what the document is under documents, which makes searching hard. Please update
The app does not allow my coworkers to see my notes as to what the document is under documents, which makes searching hard. Please update
1 vote -
Allow CSS Styling on Templates
Many of our templates are based off the same CSS styles, so minor updates requires me to update each individual template HTML source code under the <style> tags on each template. Allowing users to link a style sheet hosted on the web to templates within the HTML source would massively improve user experience
3 votes -
Edit Columns on Material orders and Work orders
I want to not show the Item column. I want to be able to show my "items" selection. as I may have an item that I am trying to order by a bag/ box or size.
3 votes -
Moving the Signature Area
It would be very helpful if we could move the signature area to the very bottom of estimates. We are currently not able to move the signature area in estimate templates. Documents would look more presentable if we could move the signature line to where we want it to be.
19 votes -
Upload a PDF to a Form
Would love to be able to upload pdf files while filling out a form.
2 votes -
The work order template and the estimate template need to have the same format.
In the WO template there isn't a amount column. I would like the ability to have a total appear in the section when checked, like it does in the estimate template.
1 vote -
Be able to upload a document and make notes/tag people at the same time
We want the ability to upload a document, and be able to make a not and tag people at same time.... not have to load and go out and search job or contact and go back in and make a note.
2 votes -
when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX.
when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX
1 vote -
Be able to add colors or other information at the top of a form
I would like to add Colors to the top, so when we do a picture of color matches we can have it under that, instead of having to scroll thru all the photos we take, to find that picture
3 votes -
Ability to print signature requested doc
Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.
6 votes -
Work Order Modified Automations
There is a built in feature to automatically send work orders to subcontractor, but no built in features to automatically send modifications. You can create an automation to do this, but since attachments cannot be automated into emails, there's no way to send the updated WO to the sub, except manually. On weeks with weather, there are a lot of adjustments to job start dates, which means a lot of manually sent emails.
2 votes -
Make uploaded docs be automatically marked as private.
Have an option in settings to automatically mark uploaded documents as, private. Currently, this is done manually by have to make sure the box is selected.
5 votes -
Folder creation from Job/contact documents
Creating folders within the documents tab of a record could be helpful to locate certain documents faster.
7 votes -
Time Date Stamp on photos
Time Date Stamp on photos
5 votes -
Create folders for pictures
Be able to create multiple folders for pictures
10 votes -
Uploading Videos
Would like the option to preview a video when you upload it into documents under a customer file
14 votes
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