292 results found
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Add the ability for admin to have notifications for entire workspace
Add the ability for admin to have notifications for entire workspace
11 votes -
10 votes
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Option to have a collaborator in forms
Option to have a collaborator in forms
10 votes -
Notifications for the "collaborator"
When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.
10 votes -
Granular Notification Settings for Forms initiators and workflow receipients
Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.
Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?
If this is…
9 votes -
QR code for documents
Custom QR code to our documents for recipients to use.
9 votes -
ability to copy and paste line items
the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.
9 votes -
Same day reminder
How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.
9 votes -
9 votes
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email reminder notification to my customers at least 30 days or so prior to their contract renewal date.
email reminder notification to my customers at least 30 days or so prior to their contract renewal date.
9 votes -
Default settings for document forwarding
Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)
9 votes -
Use images in saved messages
Use images in saved messages
8 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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add collaborator through API while creating a document
add collaborator through API while creating a document
8 votes -
Mark documents as read/App
Mark documents as read in the app to stop getting irrelevant notifications
8 votes -
Disable option "send document" via app (leave only share via link)
disable option "send document" via app
(leave only share via link)8 votes -
street address validation
Validation that the address is a confirmed street address
8 votes -
Shared templates are added to the "All templates" folder
Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.
8 votes -
Renewal Reminder Customised Message
It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.
Perhaps an addition to this area?
8 votes -
Sender notification when document is printed / downloading
notification if the User/Sender can be notified if the recipient prints out the document?
8 votes -
See the document recipients in the email notification
Is there a way to see all recipients in my email... as part of the email that comes from you guys?
8 votes
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