188 results found
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Ability to lock recipient configuration
The administrator could restrict workspace users from changing some recipients when sending documents.
2 votes -
Set Roles for templates on the account level
Global Settings: the same Roles for all templates to be created
6 votes -
export the custom role permissions into excel file
a way to export the custom role permissions into excel file
2 votes -
2 votes
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Option to specify CSV column separator in Workspace settings
when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
Thank you4 votes -
Change the title of the button “open the document”
Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)
13 votes -
Set expiration to expire on certain weekdays
Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire
6 votes -
5 votes
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2 votes
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Ability to delete logo
Ability to delete logo
4 votes -
Allow upload image as an option for Available initials types.
It's great that you allow for the upload of an actual image of you signature. It would be even better if the initials could support this feature also.
8 votes -
2 votes
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Multiple Branding Options for One Workspace
Client would like the ability to add multiple branding settings, (like logos), for one workspace.
17 votes -
1 vote
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SugarCRM two-way sync
SugarCRM two-way sync
3 votes -
Ability to set Default Role when Inviting new Users
If the account has custom roles- make it appear as default when a new user is invited.
Allow Member Role to be a default role when inviting new users.
10 votes -
PDF when completed to be sent
If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF
1 vote -
Ability to track the remaining number of licenses
detect when a new user is added which consumes a license
2 votes -
The ability to assign folders in the documents tab to members of the workspace
This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized
3 votes -
2 votes
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