Requested Document Designer Features | Voters

Requested Document Designer Features

under review

Peter Novosel

I am updating the original request for Document Designer enhancements with the changes we've made over the past several months.

As part of the update I'm copying in the remaining requests from the original post here:

Feature Requests

Drag and drop fields to desired location
Option to include title of field when placing on the page layout
Undo option
Margins around page breaks are not working
Set right and left margins
Ability to mass edit similar element and field settings
View interactive document within SmartSuite instead of creating a PDF
Create sections that are collapsible and able to be anchored to each other
Ability to anchor fields and elements within a section so that the anchor choices are smaller
Add Headers, Footers, page numbers
Format text fields as Title, Heading 1, Heading 2, etc
Ability to add Table of Contents
Add option for Logo like on forms
Ability to add a table
Ability to add grid lines to linked record table
If table is split between pages, restate the heading columns in the top row of the table on the next page
Linked record fields split at page break but not Lookup fields
Linked records should be clickable hyperlinks in doc
Pageless option

March 16, 2025

Artem Kunytsia

Merged in a post:

Ideas to enhance "Document Designer" feature

Scott Byrum

I’m hoping to be able to create Proposals, Statements of Work, and Status Update documents directly from SmartSuite applications like Projects, Tasks, etc. using the “Document Designer” feature. I realize “Document Designer” is a relatively new feature so wanted to offer a few ideas. My apologies if some of these already exist:

Make it easy to mix static text with field values
Offer option to export document to Microsoft Word or Google Docs
Add option to insert page breaks
Provide option to generate document at the record level
Make it possible to pull in fields from linked app records multiple levels down (For instance, assume App A is linked to App B which is linked to App C. In a doc generated from an App A record, it would be nice to have option to pull in fields from App C)

Thanks!

6 days ago

Richard Åkerblad

Please look into why its not possible to copy text from a pdf created via automation. It breaks the whole feature for many usecases :(

Kaitlin Pierce

Peter Novosel is there any movement on improvements for doc designer? We are moving more and more compliance documentation into SmartSuite with associated doc designer templates, and there are some that we just cannot accomplish as is.

David C

This is super useful. When is it going to be finished? AI is great, I guess, but it seems like there is a lot of focus on that istead of practical functionality. The document designer has so many bugs and is useful now and AI won't help much if SmartSuite isn't totally functional. Still holding on though.

Marcin Piotr Plichta

Can we have here also a simple definition of what kind of text format I would prefer as template? e.g. Font - type, size, colour, etc. As it is not there, I have to define it for each and every field I add and there are many...

Mathis Claßen

It is so frustrating that this went back to -under review- although the original request had so many upvotes and there where no useful improvements done, that would justify marking the original request as completed.

Hana Bernard

Please add the ability to format Linked Record fields (alignment, text color and border options) so that it doesn't look goofy next to the other fields.

Mathis Claßen

Kaitlin Pierce

Peter Novosel the ability to use Subitem fields in the document is also still missing to the best of my knowledge.

Isaac Gutierrez

Merged in a post:

Export more than just PDF, CSV, EXCEL, GOOGLE Sheets. But in MS WORD?

Queenie Leung

I understand that we are able to create a Document Designer or SmartDoc but it is all only able to export in PDF or in Excel/CSV/ Sheets. Is it possible to create an export with the fields into a future editable MS word document? It would be very helpful.

March 19, 2025

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