715 results found
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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 -
Include "expiration date"/"renewal date" into the report.
Include "expiration date"/"renewal date" into the report.
1 vote -
1 vote
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Export the recipients in the Excel file for the expired documents
export the recipients in the Excel file for the expired documents
1 vote -
Download: PTX/P12
Ability to download documents as PTX and P12
2 votes -
Ability for a third party/ non recipient to view a completed document that was forwarded to them
You can forward completed documents, but the nonrecipients can not view the document.
2 votes -
Ability to view how a recipient paid/payment method inside of a document
Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.
2 votes -
Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes -
Enhancement to the 'Transfer Data' function: Pass more information
Transfer more such as Completion or Signature Data.
1 vote -
Generate Report based on Field/Variable Info
The ability to create a custom Report using Fillable Field and/or Variable information.
5 votes
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