534 results found
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Save singular fields as content library items
Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.
4 votes -
manual adjustment of content blocks (for the whole pages)
currently, content blocks can only be adjusted manually from the cover page but it would be helpful if we can make the blocks adjustable through the other pages too.
3 votes -
Require Either/Or Fields to be Completed
It would be really useful to require one field or another to be completed, but not both.
An example is on a W-9 we need to have the signer complete either the SSN or EIN fields. We cannot create logic that says "if SSN empty, require EIN" or "if EIN empty, require SSN", but in effect that is what is needed.
2 votes -
Fillable field - automatically expanding while recipients type on it
automatically expanding while recipients type on it
3 votes -
Bulk edit variables through google sheet
bulk way to fill in variables from a Google Sheet
3 votes -
Ability to set up a field that changes based on the value the prospect selects in the dropdown
ability to set up a field that changes based on the value the prospect selects in the dropdown. i.e hide/show a text field based on a selected input
2 votes -
Auto fill repeating fields - signature and initials fields
Auto fill repeating fields - signature and initials fields
12 votes -
initials field - customization
initials field - customization/personalized/modify
3 votes -
Count of the number of fields assigned to recipients
The option to see how many fields were assigned to a specific recipient.
1 vote -
reassign fields after a document is sent
It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.- specifically to select fields...not all fields.
12 votes -
1 vote
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Check box
Ability to add a checkbox without the need to assigning a role.
1 vote -
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).
23 votes -
Enable Smart Content from Fields as well as Variables
I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.
69 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!
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Setup all fields as required by default
A way to make a configuration at the account level that ANY field added to a contract is required to fill out.
2 votes -
pricing table aplhanumeric format
give access to edit numerical value cells with N/A or WAIVED
2 votes -
Be able to disable auto-placed fields feature
Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.
1 vote -
Edit custom variable that is already in use and auto replace throughout document
If I have a custom variable of [dog name] and I use it 50 times in a template.... but then I need to change it to [cat name]..... I have to create a NEW custom variable and then do 50 replacements. I want to just be able to EDIT [dog name] and see that change automatically in my already placed variable.
2 votes -
Have linked fields autopopulate the text BUT allow them to have different font and field sizes to accomodate different forms
Linked fields are great, but now if you change one of their fonts or sizes, it affects all the other linked ones. Sometimes the forms we are mapping them on need different sized fonts and sizes to look good. It would be better if each field could have it's own formatting options, the linked part would only bring in the letters/numbers in the text.
9 votes -
2 votes
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