715 results found
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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 -
Option to preview the document from the recipient's perspective before sending
Preview the document before sending without generating the link.
12 votes -
Generate link after document is approved
The ability to generate a document link after being approved rather than automatically being sent via email.
2 votes -
recipient signature after watching video
The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.
2 votes -
manually change the document status from completed to approved
manually change the document status from completed to approved
2 votes -
Reports Select All Filter
When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.
2 votes -
Automatically add the name, signature, and the date of signing when the document is sent.
Automatically add the name, signature, and the date of signing when the document is sent.
2 votes -
Track Negative Revenue Reporting Without Deleting The Document
We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.
7 votes -
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 -
Disable removing recipients in CC
Option to disable removing recipients in CC, always keep recipient in CC
3 votes -
Year over Year data on trending W.I.S.E. metrics (reporting and QBR data)
Year over Year data on trending W.I.S.E. metrics (reporting and QBR data)
As an account owner with a volume based plan, it's important to identify year over year trends all around. Workspace trends, user trends, template performance trends, and identify high vs. low season. The QBRs are helpful but not sufficient to narrow down data and identify frequency of usage year over year. There's 1 graph but that's not enough.2 votes -
option to download signed copies under audit trail
if a document was signed by the client outside PD and manually uploaded, it does not download that copy. Is there a setting in the download screen that we can trigger to include the signed copies under audit trail?
2 votes -
sent document - change document name without editing it
sent document - change document name without editing it
9 votes -
Require recipients to complete document attachments
Require recipients to complete document attachments
2 votes -
Filter Inbox by documents that need action (unviewed documents, yellow background)
Filter Inbox by documents that need action (unviewed documents, yellow background)
3 votes -
Generate Report based on Field/Variable Info
The ability to create a custom Report using Fillable Field and/or Variable information.
5 votes -
Generate all document links rather then individually
The ability to download a list with all current documents in the workspace including their links instead of going into them individually.
2 votes -
3 votes
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send 1 email with all of the signers in the "To" field and email address in the "CC" field of the same email
The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients. In your app, I chose my email address as a "CC". In any email system, there is a "To" field and a "CC" field. What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.
5 votes -
block a fraudulent domain
Client do not want to be able to send their documents to anyone at a domain ***.net since they are fraudulent
2 votes
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