541 results found
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Link different types of fields
Example: Ability to link a checkbox field to a text field.
1 vote -
Ability to populate variables with fields' values.
Ability to populate variables with fields' values.
6 votes -
8 votes
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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 -
Create custom fillable fields
The ability to create custom fillable fields
4 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 -
Ability to add a field caption.
Ability to add a field caption
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video: -
Auto fill repeating fields - signature and initials fields
Auto fill repeating fields - signature and initials fields
19 votes -
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 -
Link fields from different documents
The ability to link fields from different documents together.
2 votes -
Ability to duplicate multiple fields at once
Ability to duplicate multiple fields at once
10 votes -
Ability to Tag commonly used signer
Having the option to "tag" signers who are used frequently so that we do not have to search for them or type in their names, would be very helpful
1 vote -
Set all fields recognized in PDF auto-placement as required
Currently, when you upload a PDF with form fields, the fields will be added to the PDF document but, will be set as not required.
Would like to have the ability to choose whether these are default added as required or not required.
19 votes -
Radio Buttons as the source for payments
Option to have the radio buttons automatically integrate with the PayPal account. So the clients to automatically pay for recurring 6-month, 3-month, month-to-month, or one-time appointments using a PayPal account if they select one of the radio buttons on this agreement
2 votes
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