723 results found
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Delay when adding a recipient to the sent/completed document
Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.
1 vote -
Email added to the Latest Activity
When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).
1 vote -
1 vote
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ability to download a csv file for sent documents
download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent
4 votes -
Admin and Manager Access to User Workspace Documents without Classified Content
The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.
1 vote -
Duplicate any document
Currently, the option to convert a document into a template is available, but I find this process to be less than optimal. While templates are undoubtedly useful for recurring use, there are instances when duplicating a document directly would be more efficient. The challenge I face is that, with the current system, I end up with numerous "templates" that were intended for one-time use, making it difficult to distinguish them from my official templates.
Hence, I would like to suggest the implementation of a direct document duplication feature. This feature would allow users to effortlessly create a copy of any…
1 vote -
hide the option to Create a trial account when the document is completed
hide the option to Create a trial account when the document is completed
1 vote -
1 vote
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Ability to set up "Home overview" section in a way so that all users' documents are visible there.
Ability to set up "Home overview" section in a way so that all users' documents are visible there.
1 vote -
add version history to the main title page
a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.
1 vote -
Annotate documents to provide status information
When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.
1 vote -
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
2 votes -
option to change "by" for sent documents
option to change "by" for sent documents
2 votes -
3 votes
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Salesforce integration - pull multiple related records on a document
It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).
Thank you for your consideration!
2 votes -
Allow an attachment to be rotated.
Allow an attachment to be rotated
1 vote -
Ability to select the folder the uploaded documents are put into.
Ability to select the folder the uploaded documents are put into.
1 vote -
Copy and paste fields
There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.
Manually adding multiple initials to documents that are 30-50 pages is very time consuming.
Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?
5 votes -
Ability to share a document link with non recipients
Ability to share a document link with non-recipients
4 votes -
Export list containing document name, template used, and HubSpot object ID from a document
Export list containing document name, template used, and HubSpot object ID from a document
2 votes
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