Survey/Poll

Feedback & SuggestionsSales Documents / Smart Docs

Asked a question 7 months ago

Do You need Custom Documents Name via merge tags? - So that almost every document You create has a unique name...

Awesome Idea we need that too!

3 comments 4 votes

To see the answers/comment from our community members, please login/sign up for free to this Sales community.

Hi all, What do you think about the idea of connecting the new Sales Document feature to the email template? We are ... it once for all templates. Cheers

Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?

Do farmers in 2021 accept receiving documents, quotes, contract and general communications via email or does it need to be delivered by hand?

Would You like an activity to be able to attach a file/document?

Would You like to highlight specific content inside emails (like inside a pdf document) ?

Would you be interested in the possibility to add an "image" custom field on products or organizations, in order to illustrate our Sales Documents with one or several pictures ?

79 views

2 followers

Asked a question 7 months ago

Views this month