560 results found
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Variable Calculations: Basic Mathematical Operations
Option to have basic math calculations (addition, subtraction, multiplication, division, calculating percentages) in variables
63 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Variables: Have the ability to use "Sender" details from variables without sending the document to the sender
Have the ability to use the Sender variables in the document to auto-populate the sender's information but not send the document to the sender as CC.
4 votes -
Option to automatically update variables based on the selected product
I have enabled recipients to select an item to purchase. If selected their monthly price will increase. I've created a variable called "Monthly Price", and im wondering if I can assign that variable to specific items in the pricing table so the "Monthly Price" will change upon selection.
2 votes -
[Smart content] Show full variable name in the list
Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name
2 votes -
Link Signature fields
Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?
2 votes -
Fillable Fields: Ability to set a conditional rule for Initials
Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.
2 votes -
Prevent duplicate data entry in fields
Set up a cell phone field in a template that requires the number to be unique and not match the value of another telephone field within the same template
1 vote -
autofill the recipient's location in the fields
autofill the recipient's location in the fields
2 votes -
MM/DD/YY date format
Option to have MM/DD/YY format instead of MM/DD/YYYY
2 votes -
Collect and Encrypt credit card details with Chase payments through Salesforce
Collect and Encrypt credit card details with Chase payments through Salesforce
2 votes -
Formatting Rules for Variables
Ability to apply capitalization rules within our variables. Example:
The first name starts with a capitalized initial, followed by a normal insertion, and then a capitalized last name.
Later in the document, the insertion and last name should both appear in capital letters.4 votes -
Variables produce a link to the website
When a variable is filled in, a website link is added automatically via automation.
2 votes -
variable that will display the document currency on the document
a variable that would allow us to display the document currency on the document
1 vote -
option not to change the fields names on template and document bundling
Ability or option not to automatically change the fields names on template and document bundling.
1 vote -
Fill a variable with information from another document in your account
Fill a variable with information from another document in your account
2 votes -
Ability to have a different variable date format on each template
I'd like to change variable date format on separate templates/ documents that will override the general settings
2 votes -
Pricing table/Quote builder: Populate the name of the product selected by the recipient into a variable
Wanting the name of the product chosen to populate as a variable - This is critical for us as we use sections in quotes to allow us to offer different subscription bundles with add ons at different discounts. Using customized selections for sections in the quote table they are able to do this, but then in the Terms of Service/Agreement Details, I need to populate the name of their selection. We can currently use a variable to show the total based on their selection but we need to show the name too.
5 votes -
Ability to automatically select the value from the dropdown field based on a conditional rule
Ability to automatically select the value from the dropdown field based on a conditional rule.
2 votes -
Add a hyperlink in a text field
As users are adding data into the fields, it'd be helpful to add a hyperlink within a text field for a cleaner delivery. It appears unprofessional to provide a document with text field boxes where a complete URL must be visible rather than activate a hyperlink.
9 votes -
Card details field with Whop
Use the card details field for another payment processor like Whop.
1 vote
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