535 results found
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Create Logic in Variable choices in a document based on products
I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…
4 votes -
Tab through variables before sending them out to the recipient
We need to tab through variables quickly
Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.4 votes -
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
When a creator types into a fillable field before sending, that field is automatically assigned to the creator
4 votes -
4 votes
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4 votes
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Add a dynamic date field to put on templates
- Be sure to not have to change the date manually before generating a document via a template.
4 votes -
profit&margin variables
ability to use pricing tables profit&margin variables
4 votes -
Vertical placement of fields
some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal
4 votes -
4 votes
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Placeholder for a field : Ev2
Divide placeholder for a field in Editor 2.0 as it is in Editor 1.0 (Title and Name).
4 votes -
If a recipient chooses one specific field, remove the ability for them to sign other associated fields
If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.
3 votes -
Add a new Document-level Variable for Documented-Completed-Date
When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations
3 votes -
copy and paste fields/variables from one template to a new template
copy and paste fields/variables from one template to a new template
3 votes -
Hide variable option upon the document sending
We want the document senders not to be able to send the document unless all the variables are filled out
3 votes -
Shrink the height of fields (text fields)
Shrink the height of fields (text fields). You can shrink the height of signature fields, but the text fields stop at a certain point.
3 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 -
Ability to populate variables with fields' values.
Ability to populate variables with fields' values.
3 votes -
Copy/paste feature for fields (not duplicating or multiselect)
copy/paste feature for fields ( not duplicating or multiselect)
3 votes -
Conditional fields - automatically fill out the value of another field
Conditional fields - automatically fill out the value of another field
3 votes -
Word wrap option - Dropdown field
word wrap option - Dropdown field
3 votes
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