186 results found
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Multiple Workflow options & conditional workflow
The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.
11 votes -
4 votes
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restrict document owner to sign before document approval
restrict document owner to sign before the document is sent for approval
1 vote -
1 vote
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ability to pass the document to On Hold status
ability to pass the document to On Hold status
4 votes -
provide csv or report of bulk send recipients that havent signed
provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed
11 votes -
1 vote
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4 votes
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26 votes
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Leave drop down widgets unassigned after filling them out, when creating a new document
When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.1 vote -
Trigger Approvals based on if a section is edited
Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.
5 votes -
Approvers names appear as the names not as icons only
able to see approvers names when checking documents from the Documents list (dashboard)
currently you can see only icons and the names when you click on the icon1 vote -
Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)
Ability to set conditional signers based on document value
17 votes -
Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field
Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.
218 votes -
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
5 votes -
3 votes
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General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
41 votes -
1 vote
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Enable redlining for the attachments
Enable redlining not only for the document itself, but for the attachments that goes together as well.
2 votes -
Auto-update the approval setting in documents created from this template
Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template
4 votes
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