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1 vote
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Metrics/reporting for contract negotiations (redlining)
Would like metrics tracking contract negotiations data. Reps using, edits, etc.
2 votes -
Search for documents based on a specific date
Search for documents based on a specific date (created on...)
2 votes -
Duplicate a folder including content (documents/templates/content library)
Duplicate a folder with all the documents in it
3 votes -
1 vote
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1 vote
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Conditionally Bundle Documents
Ability to set conditions to bundle documents
1 vote -
when manually completing a document include the PDF signed by all signers copy to participants
when manually completing a document include the PDF signed by all signers copy to participants
1 vote -
Specify location to save document
option to save completed document on different location of device rather than a default location of downloads
2 votes -
Report / Metrics: Created PD vs. Created CRM docs by user
Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR1 vote -
48 votes
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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 -
1 vote
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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 -
1 vote
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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 -
1 vote
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auto-populate IP of the users
Is there a way to have a box for customer to click and it auto imports their IP address?
1 vote -
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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