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Item Number | Description | Action | ||||||
|---|---|---|---|---|---|---|---|---|
| IDEA-00003 | QuoteX Native | Extends QuoteX to look and feel completely native to Salesforce, allowing users to leverage native features out of the box. Enhances the overall user experience by deeply integrating with Salesforce Dynamic Forms, Dynamic Highlight Panels, inline editing, and conditional formatting. | QuoteX | Feature | Delivered | Max | ||
| IDEA-00004 | Listview Row Highlight with object + listview | The solution is amazing, but there is one thing that could take the solution to another level. Highlight rows based only on field + value can be tricky when you have multiple teams using different listviews with conflicting rules and eventually you can have the same field api name with same values in different objects. Status or Type, for example. Since the LWC is placed in the utility bar, you could capture, so the custom metadata can be more precise with object + listview + field + field value. | BYOB | UX | Delivered | Herbert | ||
| IDEA-00005 | CC Observer in DRTE ESign | When sending a document for signature, I would like to send the document to the primary signer while also including a second person as an observer who can view the document but is not required to sign it. | DRTE | Feature | Delivered | Hitesh | ||
| IDEA-00006 | Template Engine:Dynamic HTML Conditional Rendering | I am reaching out regarding the retrieval of blank values in the document. If a user does not provide data for a specific field, the PDF currently displays the SOQL query/placeholder text. I would like to request that these fields appear as blank spaces instead. | DRTE | Feature | Delivered | Hitesh | ||
| IDEA-00007 | Support Negative Numbers in Timelines for Delta Calculations and Resource Reductions | Enable timeline views, forecasting schedules, and capacity-planning tools to accept, calculate, and display negative numerical values. Currently, timelines restricted to positive figures make it difficult to track fluctuating resource allocations, net-negative adjustments, and precise step-over-step deltas. Introducing native support for negative values will allow teams to: Accurately calculate net change: Seamlessly compute variance and differences (deltas) between periods where metrics decrease rather than only grow. Manage resource reductions: Reflect team downsizing, offboarding, allocation cuts, or downward adjustments directly on project and capacity timelines without workarounds. Improve financial and operational forecasting: Capture churn, down-sells, refunds, and negative credit adjustments natively within time-phased reports and schedules. | QuoteX | Feature | Delivered | Illka | ||
| IDEA-00008 | Native Microsoft Word (.docx) Export for Statements of Work (SOW) | Introduce a direct "Download as Microsoft Word (.docx)" option for generated Statements of Work (SOW), alongside the existing Google Docs export. While Google Workspace integration is valuable, many enterprise organizations and legal/procurement teams operate strictly within the Microsoft Office ecosystem. Requiring users to first export to Google Docs and then convert to Word often breaks custom formatting, tables, headers, footers, and legal clause numbering. | QuoteX | UX | Delivered | Eric | ||
| IDEA-00011 | Create a claude skill for drafting scopes | Create a skill in claude - drafting scopes for a psc quote using claude | QuoteX | Feature | Under Review | |||
| IDEA-00012 | Move phase color configuration from raw Salesforce custom metadata to a simple, visual color-picker interface on the PSC Setup tab | Instead of forcing administrators to navigate to Salesforce Setup and edit PSC Default Color Configuration metadata records manually to match phase names, they could map hex codes directly to active Phases using a visual drag-and-drop interface | QuoteX | UX | Declined | |||
| IDEA-00013 | A lightweight diagnostics tool or checklist on the PSC Setup page | A simple Apex check that scans active values in your global picklist value sets (Roles, Phases, Resource Levels) and flags any values that exist but were not associated with the corresponding Salesforce Record Types | QuoteX | UX | Declined | |||
| IDEA-00014 | A companion button to the existing "Download as Excel" action on the timeline header row | Leveraging the existing print-rendering engine, this would allow users to generate a clean, client-ready PDF print of the active timeline grid with a single click. If "Timeline Presentation Mode" is active, it would automatically generate the PDF with cost fields hidden | QuoteX | Feature | Declined | |||
| IDEA-00015 | Add an inline warning banner in the Generate SOW dropdown when templates are hidden due to currency mismatches | Currently, SOW Document Templates only appear in the dropdown if their currency matches the Quote's currency. If templates are hidden, a small info icon would display: "X templates are hidden because their currency does not match this Quote's currency (USD)." | QuoteX | UX | Declined | Rahul | ||
| IDEA-00016 | Dynamic visual feedback for the Average Sales Margin (ASM). | Administrators can display up to six fields in the Quote Summary highlight panel. This feature would apply conditional formatting to the ASM field directly in the panel. If the calculated ASM falls below the rate card's defined threshold, the value in the header automatically changes to bright red to signal a margin risk. If it exceeds the threshold, it displays in green. | QuoteX | Feature | Delivered | Raj | ||
| IDEA-00017 | Live Document Section Preview Panel:A collapsed right-hand utility panel on the Quote record page for Statement of Work (SOW) drafting. | Uses a lightweight LWC that queries active PSC Document Sections based on the chosen template's sequence. It displays a real-time text-flow preview of the paragraph content without executing the final PDF or Google Doc download trigger. Allows sales engineers to proofread the commercial terms and scope descriptions side-by-side with their timeline updates, dramatically increasing operational velocity. | QuoteX | Feature | Delivered | |||
| IDEA-00018 | Multi-Component PDF Compiler | Add support for selecting multiple components on a Lightning page (via checkboxes or a builder configuration interface) and merging them into a single, cohesive PDF output | Lightning PDF Generator | Feature | Planned | |||
| IDEA-00019 | Automated Post-Install Setup Tool | Replace the manual administrative task of navigating to Custom Settings (PDF Elements / Byob Elements) and typing in precise system values (such as windowViewMode-normal and flexipage-component2) with a one-click automated setup wizard | Lightning PDF Generator | UX | Declined | |||
| IDEA-00020 | Dynamic File Naming via Salesforce Merge Fields | Update the hardcoded File Name design attribute to accept dynamic Salesforce merge fields (for example, {!Record.CaseNumber}_Summary.pdf or {!Record.Account.Name}_Snapshot.pdf) instead of requiring a static name configured in the App Builder | Lightning PDF Generator | UX | Planned | |||
| IDEA-00021 | Interactive Visual Selector Tool for Admins | Build a point-and-click preview pane directly inside the Lightning App Builder. Instead of typing an integer into the Component Display Index field or writing raw CSS Selector strings, admins could click on an interactive page layout preview to automatically grab the correct targets | Lightning PDF Generator | UX | New | |||
| IDEA-00022 | Dynamic User Preview and Print Options Dialog | Provide an optional "Preview before downloading" modal for end-users when they click the action button. From this interactive modal, users could preview the layout, switch orientations (Portrait/Landscape), toggle page numbers, and choose whether to execute a download. | Lightning PDF Generator | Feature | New | |||
| IDEA-00023 | Direct "Save-to-Record" PDF Storage Action | Add a configurable action that automatically saves the generated PDF directly to the active Salesforce record's Files or Notes & Attachments related list, in addition to (or instead of) starting a local browser download | Lightning PDF Generator | Feature | New | |||
| IDEA-00024 | Personal Progress Indicator & Countdown Highlighters | Rather than highlighting a date field with a solid color via the Field Highlighter By Date, this enhancement would render a subtle countdown tag or status pill next to the field value (e.g., "Due in 3 Days" in yellow, "Overdue by 1 Day" in bold red) based on active date parameters like TODAY, TOMORROW, or LAST_WEEK | BYOB | Feature | New | |||
| IDEA-00025 | Single-Cell "Spotlight" (Utility Configurator Enhancement) | An upgrade to the Row Highlight Configurator utility bar tool that allows end users to highlight a single specific field cell in their list view grid instead of the entire row. For example, a user could choose to only spotlight the "Amount" field in green if it exceeds a target, while keeping the rest of the row standard grey. | BYOB | Feature | New | |||
| IDEA-00026 | Visual "Glow Pulse" for Critical Field Thresholds | Instead of static background highlights from the standard Field Highlighter , this idea introduces a checkbox for "Glow Pulse" styling. When a field value breaches a critical operational threshold (e.g., a Lead Score dropping below 10), the highlighted container slowly pulses or glows to draw attention. | BYOB | UX | Under Review | |||
| IDEA-00027 | Active Tab Border Colors: Apply custom color accents to the active or "clicked" tab (e.g., Details, Activity, Related) to visually anchor the user | The Active Tab Border Colors feature is a proposed visual enhancement designed to expand CodeyLabs' native CSS-override engine beyond page headers, widget backgrounds, and buttons.Standard Salesforce pages force a uniform, monochrome look across record tabs. When a user navigates between tabs like Details, Activity, or Related, Salesforce natively marks the active tab with a default, rigid blue bottom border. This feature would allow administrators to customize that active border color to match their organization's corporate color scheme. | BYOB | Feature | New | |||
| IDEA-00028 | Automated Object Whitelisting | DRTE is restricted from querying any Salesforce object unless it is explicitly whitelisted The Manual Workaround: Before any data merging or SOQL querying can work on standard or custom objects, admins must manually navigate to Custom Metadata Types, find DRTE Allowed Object, and create a new metadata record matching the Object API Name. Without this, sections simply fail to display. The Needed Feature: An automatic detection utility that prompts the administrator to whitelist an object the first time they attempt to build a template against it. | DRTE | Feature | New | |||
| IDEA-00029 | "Overlooked Signer" Dynamic Workflow Recovery | An active, in-flight signing portal utility that allows senders to dynamically add or swap signers on a live document without interrupting the sequenced chain.. | DRTE | Feature | New |
