638 results found

1. Export comments/suggestions to Excell or Google Sheets
   6 votes

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2. Remove documents from timeline on the dashboard
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3. Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.

   Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

   4 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Create document folders for each contact (client) in bulk
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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Specify how the payment is made (ACH, Card)

   Specify how the payment is made (ACH, Card)

   6 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Report for documents that changed to a certain status during a date range
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7. Export documents tag list
   1 vote

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8. Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.

   Document menu:
   View and make attachments + uploaded documents (wet signature) clickable from the document menu.

   2 votes

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9. Export document's recipient analytics
   12 votes

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10. 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

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11. Report on Pricing Table line items details (like SKU number)
    2 votes

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12. Forecasting
    1 vote

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13. Reporting on document that were sent and then moved back to draft status
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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. list report about who downloaded the document

    list report of who downloaded the document or list report about the downloaded documents of a user

    12 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. advanced search tool

    ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. ability to download document in HTML
    6 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Search for a document by a populated field value
    3 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. automatically set document sender: conditional document sender

    I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?

    5 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. The ability to turn off the pop-up asking to save the document as template

    Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.

    •  

    7 votes

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    4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Conditionally Bundle Documents

    Ability to set conditions to bundle documents

    5 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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