736 results found
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Filter criteria for the dashboards view per date range
Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?
13 votes -
1 vote
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Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.
Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.
18 votes -
2 votes
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1 vote
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1 vote
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private dashboard of docs that contained financial info
A private dashboard of docs that contained financial info so other users cannot see unless invited
6 votes -
One signature generate 2 copies of completed pdf
user to fill and sign only once, and then two copies are generated based on the one user filled and signed.
1 vote -
hide the column with the dropdown in the pricing table before sending a document
The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?
2 votes -
Search by tags via search bar exactly
Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)
6 votes -
Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team
Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.
6 votes -
Search cross workspaces for documents
Allow Search cross workspaces for documents
22 votes -
choose specific time of day for document expiration
choose specific time of day for document expiration
106 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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2 votes
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3 votes
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Make an Attachment that will have the recipients open and acknowledge.
Make an Attachment that will have the recipients open and acknowledge.
3 votes -
report how many documents created by week
How many documents were created by week - get a report of this.
2 votes -
Document analytics for content blocks - marketing
Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.
3 votes -
1 vote
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If only one source file is uploaded, then automatically download as one file.
Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?
1 vote
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