565 results found
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2 votes
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Custom roles: restrick view of validation fields
In custom role settings add setting to disable the view of validation (masked) fields for the user.
2 votes -
2 votes
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Complete a conditional field (as a Signature), before being able to download an attachment
Hi, I'd like to create a receipt that has to be signed before downloading an attachment. This way, the recipient wouldn't be able to see this attachments unless he completes the receipt.
2 votes -
Editor fields navigation
Allow to navigate through the fields in document draft/templ
2 votes -
Include custom fields when adding a new item
When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.
2 votes -
lists and spaces in variables
ability to add lists and spaces in variables
2 votes -
Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables
Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)
2 votes -
2 votes
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Partially mask fields
Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.
2 votes -
Field placeholders outside of text fields
Move placeholder text outside of the field
2 votes -
can't finalize document without filling at lest 1 field (optional)
If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated
2 votes -
2 votes
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2 votes
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map pricing table footer items to CRM fields
Make pricing table footer fields available for custom mapping
2 votes -
2 votes
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2 votes
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Allow a temporary note to be on the document that is there as helper text then deleted once the document is signed.
Offer customers need some guidance or may have a FAQ for a certain part of a document and being able to add helper text to near the fields that is deleted once signed would be helpful. We have talk about this feature being one of the best improvements the software that could be made to help our team.
1 vote -
The Radio button should have an option to allow multiple selection.
The Radio button should have an option to allow multiple selection.
1 vote -
Card details field with Whop
Use the card details field for another payment processor like Whop.
1 vote
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