Would like metrics tracking contract negotiations data. Reps using, edits, etc.

Search for documents based on a specific date (created on...)

Duplicate a folder with all the documents in it

Ability to set conditions to bundle documents

when manually completing a document include the PDF signed by all signers copy to participants

option to save completed document on different location of device rather than a default location of downloads

Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR

user to fill and sign only once, and then two copies are generated based on the one user filled and signed.

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?

Make an Attachment that will have the recipients open and acknowledge.

Is there a way to have a box for customer to click and it auto imports their IP address?

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?