334 results found
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adjust the signed pdf name of the completed document
once the document is completed and the recipient receive a signed pdf copy,
I want the system to automatically add "signed" to the doc file name6 votesValeryia Baranava responded
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2 votes
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The ability to change reminder settings in bulk for a large number of sent documents.
For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?
8 votes -
30 votes
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Add custom validity to a signed document
Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month
2 votes -
Downloading attachments along with the document they are attached to
Download attachments with PDF
225 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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25 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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12 votes
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Internal notes or comments on a document/template
We would like to have an internal note on a document
16 votes -
Permissions for folders: hide some folders from users / restrict account users from seeing specific folders
Would like to set permissions (create inside, move, delete) for individual folders (including root folder).
79 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Document Completion Screen Customization (Automatically send a thank you message when the document is completed)
Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message
67 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Metrics/reporting for contract negotiations (redlining). Detailed exportable summary
Would like metrics tracking contract negotiations data. Reps using, edits, etc.
8 votes -
Lock completed documents
Have an option where once document is completed, it is locked and cannot be opened.
29 votes -
Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
6 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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2 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
48 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
[Bulk Send] Reporting
Provide downloadable reporting for Bulk Send that includes:
A comprehensive status report for Bulk Send documents, showing which recipients have signed and which have not
Recipient URLs
A list of recipient emails with their delivery/status details, such as failed, received, completed, etc.28 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Permissions for specific documents: Private documents (Password protect documents internally)
Have an option to create a private document where only the account owner/user can have an access to.
Restrict/lock documents from other Admins View.202 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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18 votes
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Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs
At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).
139 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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