639 results found
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Conditionally Bundle Documents
Ability to set conditions to bundle documents
5 votesValeryia Baranava responded
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Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)
Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR16 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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Keep the Document name and the Sequence Auto-Numbering for Bulk Download
Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)
6 votes -
2 votes
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1 vote
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delete a workspace or archive a workspace
delete a workspace or archive a workspace
66 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! -
Sorting Reporting Data by header fields, like owner, date, recipients, etc.
In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.
1 vote -
When bulk downloading ZIP file, each pdf name should match the csv document title.
When bulk downloading ZIP file, each pdf name should match the csv document title.
4 votes -
Disable the option to edit a completed document
Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
would like to have a toggle to remove the ability to edit a document.32 votes -
3 votes
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Bundles - checkpoints
checkpoints for new hire employee bundles
multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"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 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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Filter timeline activity log
Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.
6 votes -
12 votes
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report how many documents created by week
How many documents were created by week - get a report of this.
2 votes -
4 votes
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Custom report for recipients by status
Would like a report to identify recipients by document status
2 votes -
Metrics/reporting for contract negotiations (redlining). Detailed exportable summary
Would like metrics tracking contract negotiations data. Reps using, edits, etc.
8 votes -
1 vote
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