180 results found
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1 vote
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send the document to recipients first before sending for approval
send the document to recipients first before sending for approval
1 vote -
scheduler that i can autosend an approval document each day
scheduler that i can autosend an approval document each day
1 vote -
Have a check point between signers
The customer would like to be able to have the first signer sign the document and then be able to approve it before it gets sent to the second signer -- to make sure all of the information was inputted correctly from the first signer.
1 vote -
custom roles can be approvers in workflows
allow custom roles be approvers in workflows
1 vote -
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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1 vote
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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 -
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 -
1 vote
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Mentions within Comments
the comment box - classic version allowed you to start typing the name and then select with keyboard and return. EV2 requires you to click on it with the mouse
1 vote -
1 vote
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1 vote
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1 vote
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1 vote
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1 vote
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Enable deal rooms
Features to enabel deal rooms made up of different members of the sales team, sales management, legal, etc
1 vote -
1 vote
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0 votes
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