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• Modified date and user?

  Support November 13th, 2020 @ 1:02 pm
  

  yes please, have some customers that will be interested.
  thank you

  View Comment
  
  
• Modified date and user?

  Support November 12th, 2020 @ 5:42 pm
  

  yes please, ideally if that's possible?

  View Comment
  
  
• Save to Documents not available

  Support September 25th, 2020 @ 9:31 am
  

  Hi,
  We have customers on both Cloud and OnPremise, so asking to see if we could use just one version for everyone.
  are you able to give practical examples of the additional formatting flexibility please?

  View Comment
  
  
• Save to Documents not available

  Support September 25th, 2020 @ 7:48 am
  

  Hi,
  Thanks for being very responsive.
  Out of curiosity, what is the difference between the 2 versions?
  I thought if you have a Cloud compatible version, then it would work fine everywhere anyway?

  View Comment
  
  
• User Guide

  Documentation May 1st, 2020 @ 12:05 pm
  

  great, you may want to amend the text here; 'Sending Options Available on Accounts/Contacts/Leads/Prospects' :-)
  Also not clear how to have more than one person that needs to sign, or if a CRM user (could be company Director) also needs to sign?

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• Send Doc for Signature - not working

  Support May 1st, 2020 @ 7:56 am
  

  Do you have your own demo instance that does have signed version in CRM that I can use to show customer this morning?

  View Comment
  
  
• Send Doc for Signature - not working

  Support April 30th, 2020 @ 4:40 pm
  

  Thanks for the quick response and testing you've done.
  Just one last point, I don't see the signed Document within CRM. Can you confirm if this is a bug or intentional please?
  (I hope it's a bug) :-)

  View Comment
  
  
• Send Doc for Signature - not working

  Support April 30th, 2020 @ 1:28 pm
  

  no error, just nothing happens :-(
  if you give me an email I will send you login

  View Comment
  
  
• User Guide

  Documentation April 30th, 2020 @ 11:41 am
  

  Would be great if you can also add ability to send from Contracts module

  View Comment
  
  
• Does it generate PDF

  Support April 22nd, 2020 @ 11:30 am
  

  Hi, you missed the first item,
  is email sending feature ready soon?

  View Comment
  
  
• Does it generate PDF

  Support April 21st, 2020 @ 1:53 pm
  

  hi, would like to hear if the new feature for email sending are available yet?
  Also, will it be made compatible with Sugarcloud?

  View Comment
  
  
• User licensing

  Support April 16th, 2020 @ 4:36 pm
  

  Hi, it seems this has now changed to be Unlimited Users for $13 per month, correct?
  Also, can you confirm if it works well with the Quotes module and create Quotes with background images please?

  View Comment
  
  
• Does it generate PDF

  Support January 9th, 2020 @ 7:54 pm
  

  Just checking, did you manage to implement this feature yet?
  Also, output as PDF coming soon?
  thank you

  View Comment
  
  
• Does this work with documents with multiple pages?

  Support January 9th, 2020 @ 7:52 pm
  

  I would also like to know the answer to this please
  thank you

  View Comment
  
  
• Can iwe upload a Word template?

  Support December 15th, 2019 @ 4:20 pm
  

  Hi, I think they only provider trial license, so how do I download?
  Can I also send you an example Word template we wish to recreate so you can confirm if possible? If so, please let me know which is best email address to send it.
  Thanks in advance

  View Comment
  
  
• Only Leads, not Contacts?

  Support November 14th, 2019 @ 5:58 am
  

  Hi, are you saying no trial version, have to buy it to try it?

  View Comment
  
  
• Does it generate PDF

  Support June 28th, 2019 @ 8:12 pm
  

  Thank you for answers so far. One more, instead of downloading the Word Doc can you use the feature to email it instead?

  View Comment
  
  
• User Guide

  Documentation May 2nd, 2018 @ 9:01 am
  

  I believe the screenshot is wrong, as what is shown is already standard in SugarCRM

  View Comment
  
  
• Opportunities & Accounts

  Support February 8th, 2017 @ 7:14 pm
  

  they are asking similar to myself,
  1) enable duplicate checking if account name or email address or contact name already exists in accounts or contacts modules
  2) allow for duplicate checking not just of Leads, but also check when creating new Accounts, Contacts, Prospects (Target)
  hope that helps?

  View Comment
  
  
• Compatibility

  Support February 8th, 2017 @ 7:05 pm
  

  Any news on Sugar v7 version please?

  View Comment
  
  

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