429 results found
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send a follow up email that the document was paid
send a follow up email that the document was paid
2 votes -
Keep template source for duplicated documents
Currently, when a document is duplicated, it loses the connection to its original template. The source is the document, instead of the template.
2 votes -
Ability to have a more flexible search option
Have the ability to be more flexible when searching for documents.
For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.
3 votes -
Send via SMS: show phone number in audit trail
When sending the document via SMS the number should appear at least on the audit trail
6 votes -
Ability to keep the expired status of the imported documents
When importing an expired document it should keep the expired status
2 votes -
Disable the option to manage recipients for sent document
When a document is on set status, the option to add a recipient on the sent documents should be disabled
2 votes -
TOC: Ability to hide pages
Revert to the old table of contents where we could remove some pages (minus sign) in the TOC. We also need the refresh button back.
3 votes -
Routing functionality for whitelabeling
Ability to intelligently route responses to a specific inbox when using whiteladeling
2 votes -
a setup where both you and the person you’re sending on behalf of can receive email replies
Possibility where both the sender and the person they're sending on behalf of can receive email replies.
1 vote -
2 votes
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document and template create date to change when you make changes to it
When making a change to either template or document, the creation date should change based on the latest changes
2 votes -
Filter documents by attachments.
Filter documents by attachments.
1 vote -
Add more recipient related fields in webhooks
Add fields related to recipients' data to webhooks, e.g.:
1. "signature_date" - currently present in Document details endpoint, but not in Webhooks
2. Delivery date
3. Declined date2 votes -
Option to bulk download documents directly
Option to bulk download documents directly instead of receiving a link to an email
2 votes -
Restrict send documents on someone's behalf
restrict send documents on someone's behalf
2 votes -
link document to the Salesforce order
link document to the Salesforce order
3 votes -
PDF tools
Would like merge and split pdf and more.
1 vote -
Send Via Text (SMS) - Supported Countries
Add the United Arab Emirates and the Kingdom of Saudi Arabia to the list of countries supported for sending documents via SMS.
3 votes -
Document list: remove documents without deleting them
Being able to remove documents from the list without actually removing them from the account.
2 votes -
Drag and drop a folder with files in the Rooms
We'd like to drag and drop a folder from the desktop to the Rooms but it only allows to drag and drop a single file
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!
