526 results found
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Conditional fields logic for checkboxes
We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.
If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.
We would like…
2 votes -
Matching fields pop-up notification
The ability for a pop up to populate if 2 fields don't match based on the recipient input. For example, the recipient added an account number in one field, and if they enter the number incorrectly in another field, the notification about the mismatch should be shown.
2 votes -
Mass Update Fields - Required/Optional and Font Size
Apply field properties to all selected fields including:
- required/optional
- font size
Align all selected fields (left, middle right).
24 votes -
Fields: Select what type of fields to auto-populate
The option to select what type of fields a user wants automatically populated on uploaded documents. At the moment, the app populates all types of fields.
2 votes -
Variable for the current date
Ability to have a variable for the current date
6 votes -
Text block conditional logic
The ability to have conditional logic on text block not just text fields.
3 votes -
Delete info on fields all at once
Customer would like to have an option to delete all info on the fields all at once.
2 votes -
Link different types of fields
Example: Ability to link a checkbox field to a text field.
1 vote -
Add the image URL to a variable and then the image will load as the variable once the document is created from the template
Add the image URL to a variable and then the image will load as the variable once the document is created from the template.
2 votes -
Copy and paste fields/variables from one template to a new template
Option to copy and paste fields/variables from one template to a new template
4 votes -
Use tab key on not required field
Customer would like to be able to use the tab key on their keyboard to jump from one field to another even if the fields are not marked as required
2 votes -
Remove stripes from fields using conditional logic
Remove stripes from fields using conditional logic
2 votes -
Copy document sequence number when using "transfer data to" option
We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.
1 vote -
Autofill date field with sending date
autofill date field with sending date/date sent
2 votes -
Variable for Template.Name
A system variable that will automatically populate the template name, useful when creating documents via CRM integrations
5 votes -
7 votes
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2 votes
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Card details field - option to add more fields to fill in additional card information
Card details field - option to add more fields to fill in additional card information
2 votes -
3 votes
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Auto fill repeating fields - signature and initials fields
Auto fill repeating fields - signature and initials fields
18 votes
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