319 results found
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Clear button for Signature Field
Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.
2 votes -
Option to create a time slot variable or fillable field (format 8:30 AM - 4:30 PM)
Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)
1 vote -
6 votes
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36 votes
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Update document currency via variable
Option to update document currency via variable
3 votes -
Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM
Option to attached uploaded items on the document to the CRM.
- Will include attached item in document when link to CRM.
1 vote -
Default value in the field
To set up a default value in the field
2 votes -
Make the next button more clear when completing fields and signing the document
Make the next button more clear when completing fields and signing the document
14 votes -
5 votes
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Edit font size of signature field [Workaround in comments]
SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!
24 votes -
Document Creation date variable calculations: auto-populate a date one year from the documents creation date
auto-populate a date one year from the documents creation date
4 votes -
Decimal places applied on pricing table variables
After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.
6 votes -
Display all recipients to each recipient
I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.
About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…
5 votes -
System variables for a logged-in user: [Document.CreatedBy] variable
e.g. Createdby.username
2 votes -
1 vote
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add address validation options for fields
address field validation
2 votes -
Upload variables automatically from .docx file like with the PDF
For example -- the field tags recognition and auto-place PDF fields.
2 votes -
1 vote
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1 vote
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Signature deletion
In case the signature is put in the draft document, it should disappear if the duplicate is created..
If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.
3 votes
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