332 results found
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Document deletion restriction for non-admins/managers / restrict deleting completed documents
There should be a possibility to prevent a user from deleting a document, especially after it gets sent for approval (through the workflow). that should be an admin/manager only function.
Ability to only delete drafts and approved contracts, but not signed contracts
9 votes -
ability to invite users to access the billing panel
ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.
9 votes -
2 votes
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Ability to delete a user from all workspaces at once
The admin would like to remove a user from all workspaces without having to check each workspace. An example use case is for when users leave a company.
9 votes -
Better toggling between workspaces
They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.
4 votes -
[Workspaces] Sync or copy contacts from one workspace to another
Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk
23 votes -
3 votes
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doc2doc for different workspaces
doc2doc for different workspaces
1 vote -
Central Point for Users in Organization
Central place to review all the users and their membership in workspaces.
3 votes -
Private Contact Option
Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.
11 votes -
save initials in the account like signatures
save initials in the account like signatures
10 votes -
[Reporting] Reporting based on document tags
Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.
28 votes -
Change account timezone within the system
Have an option to change timezone of the application to AEST.
78 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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2 votes
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1 vote
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1 vote
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[Partner] Restrict workspaces from adding more licenses than allotted
Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.
3 votes -
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).
13 votes -
Allow admins to change other users' emails, names, and passwords
Allow admins to change the organization's other users' emails, names, and passwords from Settings > Team.
13 votes -
Master settings: edit multiple Workspaces at once
Allow editing several WS at once.
4 votes
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