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Add a document status between "Viewed" and "Completed"
Add a status "Waiting on you" or "Waiting for others" between "Viewed" and "Completed" in case the document has several signers to sign the document, so you will see who still needs to sign the document
1 vote -
report how many documents created by week
How many documents were created by week - get a report of this.
1 vote -
1 vote
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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)
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...)
3 votes -
1 vote
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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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Download document and present locally without PDF (not to rely on internet for presentations)
WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)
1 vote -
keep library items in new document with transfer data to feature
keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over
1 vote -
clear cache button on upload error
You should add a "clear local storage and try again" button to the error message when a file fails to convert.
I've run into multiple problems uploading files that I want to become editable.
Each time, a support agent was able to upload the file for me, but I was not.
Each time, they asked me to clear my cache and try again (which also did not work).
Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.
If you add a button that does this, then you alleviate your support system if…
1 vote -
Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
1 vote -
Option to search the documents with redlining
It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report
1 vote -
2 votes
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1 vote
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purchase order tracker
It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order
2 votes -
Make document value optional (for HR and not-commercial documents)
Option to disable the document value for documents that have no commercial value.
For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.1 vote -
Advanced search options/ Search within the Folder
Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.
10 votes
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