Is there a best practice for sending a document or allowing a document to be downloaded through our website? We are planning to use Forms and Automation to auto-send a requested document and sales/marketing would like the requests tracked somewh read more

Hi - wondering if it's possible to add a custom Summary Property to the footer? The current options are "Total Amount", "Total Weighted Average", and "Average Amount". Would love to add another to aggregate a custom field if possible.