532 results found
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Check box
An ability to limit a user in clicking check boxes
1 vote -
Variable for Template.Name
A system variable that will automatically populate the template name, useful when creating documents via CRM integrations
5 votes -
Autofill signature if it was captured on another platform
Option to autofill signature if it was captured on another platform (for example, if the signature was captured in the lead in GoHighLevel)
1 vote -
fillable field response notification
The ability to become notified when a recipient marks a specific field with a specific option.
"For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"
2 votes -
Variable for the current date
Ability to have a variable for the current date
5 votes -
recipient to edit fillable fields of another recipient
recipient to edit fillable fields of another recipient
3 votes -
Sign all signature fields separately (without automatic filling with the previous signature field's value).
Sign all signature fields separately (without automatic filling with the previous signature field's value).
1 vote -
[Quote Builder] Add variable on quantity column
place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)
2 votes -
A feature to be able to stamp multiple pages at once
When we get documents with a large number of pages that all need to be stamped and it's a lengthy process to do each page individually so we would like to have a feature to stamp multiple pages at once
1 vote -
Link signature fields via field ID to auto-populate across the document.
Ability for users to link signature fields
4 votes -
Editable dropdown for the recipient
Option for the recipient to adjust values in the dropdown as well as select the option
1 vote -
Multiple layers of conditional fields
We need multiple levels of conditional fields, but currently there is only one. Meaning if a set of radio buttons is required based on a selection of radio buttons, those secondary radio buttons cannot themselves require additional fields. There are many documents with this kind of layering so it's important. For example, many financial institutions have complicated forms where we have to select one option and then within that option we have to select one option and within that option we have to enter information into fields.
6 votes -
Remove the window that allows users to send document without filling them out
Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.
3 votes -
Being able to restrict editing some variables
I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.
1 vote -
Recipient can resize a field
If the text input is long, the recipient should be able to resize the field based on the input
2 votes -
automatically place fillable fields
automatically place fillable fields in documents and templates without drag and drop option
1 vote -
automatically place fillable fields
automatically place fillable fields in documents and templates without drag and drop option
2 votes -
Variable font design
Change the font in variables for separate values
I.e. in a variable Hello World make the word "World" in bold2 votes -
Automatically adjust font size to fit text block
Increase or decrease font size of text automatically to fit the text block as block size is adjusted.
2 votes -
Ability to populate variables with fields' values.
Ability to populate variables with fields' values.
4 votes
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