Documents, Photos, Forms & Attachments
9 results found
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Color Names on Text Color Picker in Templates
I would like to be able to edit the colors in email templates easier. It's difficult to edit the colors via the HTML, but I struggle to distinguish between what is blue and what is purple on the text color picker. It would be helpful if the colors had a name when hovering over them so I could tell what they are.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Hide Templates
I would like to be able to 'hide' templates so that they do not show up as an option when creating a doc/estimate/etc. I don't want to delete them in case I decide to start using them again in the future, but I don't want a bunch in the drop-down menu that i'm not currently using.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Document Template of Excel File
I would like to be able to copy an excel file into a custom document and have it format correctly.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Purchase Order #'s
In the invoice template, there needs to be a hard coding to add a PO# or Reference # on the top next to the Invoice #. The alternative is typing out the PO# in the customer notes, however this is not widely excepted with our corporate clients and leads to documents being rejected.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Downlaod Estiamte Tempaltes
The ability to download estimate templates.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Template Field View
Wants the options for the template fields to be more easily accessible rather than just having the drop-down menu.
1 voteMerged with other ideas, fixed, or declined.
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Extracting Items from Financials into Document Templates
User would like the ability to extract items from financials (ie. total amount due from invoice) and include it into a document template.
1 voteMerged with other ideas, fixed, or declined.
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