It would be interesting to be able to automate the sending of an estimate reminder after one or more periods if the estimate was sent the first time via PJM and if it has not been validated or cancelled. These periods of time (7, 14 or 30 days for...
We don't find a lot of value in the progress bar column, it just takes up some screen space, however there is no option to toggle it off. Having that option would be excellent.
We have projects that are sourced through multiple vendors. Printing done with one vendor, mailing done by the Mail Vendor. We need the ability to track all the vendors being assigned orders. We can somewhat do this if a customer submits a multipa...
Specifically for smaller businesses like ours that don't want to pay extra to use a 3rd party service (Avalara) to configure the tax rates automatically, it would be beneficial to be able to import the tax rates into Pressero by Excel spreadsheet ...
I would like a date picker control on eDocBuilder fields
It would be nice to have an input control option for eDocBuilder that displayed a date picker control on a field. Like a popup calendar. It is possible to get a date from user input using the method below, but we would like an actual calendar cont...
Bart Shafer
almost 3 years ago
in eDocBuilder
1
New Idea
We have the need for many similar forms that only differ in one or two fields. We are currently recreating every form from scratch. I'd like to duplicate, change the appropriate field and save.
Ability for site owners to see "deleted" users on user end
I have some customers who manage their users via the management portal on the user side. However, they are unable to see "deleted" users. This causes an issue when they attempt to create a new user, and they get the not so helpful error message of...
1
New Idea
1
New Idea
