4072 results found
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See changes made to a document/template in version history
Highlight the changes made to a document/template in the version history
19 votes -
Allow recipients to revisit unfinished forms without having to restart the form process.
Allow recipients to revisit unfinished forms without having to restart the form process.
12 votes -
4 votes
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same signature size
same signature size whether the other signature fields are small or large, after signing on the first/initial signature field
4 votes -
Export Product Catalog by Category
When the client has hundreds of items, and need to update just a small part of them in specific categories it would help to only export the category that need update and also would make the export faster.
3 votes -
Allow folder structure within Content Library to better organize items
When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
https://share.getcloudapp.com/wbuD5zZJ3 votes -
Ability to update a signer without clearing all the fields.
Ability to update a signer without clearing all the fields.
3 votes -
Allow recipient to change information if it's incorrect from Saleforce variables.
Allow recipient to change information if it's incorrect from Saleforce variables.
3 votes -
Improve email deliverability and rate of emails going to spam
Resolve issues that result in emails to our clients getting blocked or going to spam
4 votes -
Use the "Transfer Data To" feature with the new Advanced Quotes
Use the "Transfer Data To" feature with the new Advanced Quotes
3 votes -
Export the list of expiring soon documents
Option to export the list of expiring soon documents
2 votes -
copy tables with formating
Ability to copy and paste tables from third-party applications, like Google Sheets or Microsoft Excell, without losing formatting.
8 votes -
General HR feedback (explain your HR problem here)
Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.
[This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]
2 votes -
Customizable options for field validation
Offer customizable options for field validation such as: 16 characters or being able to enter a regex.
I have a tax field and I want to avoid input errors.
Ex.:122649975TQ0001
6 votes -
Freee trial in recurring payment option
Freee trial in recurring payment option
- Free trial option aside from Weekly, Monthly, and Annually in recurring payment
3 votes -
3 votes
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quote builder block for cash, card and finance charges
Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.
2 votes -
Make Payment Optional
I would like to have a customer be able to optionally make a payment from a completed document, but not require it ever time.
Our use case is that I'm going to have a whole package that we'll send a customer once we've reached the right point in the process. It will have a Welcome letter, a Non-disclosure agreement, a copy of our W9, and an invoice for the service we are about to provide.
Today, our payment options are them sending a check, or I'll give them bank account details they can send to via ACH. Eventually, I'd like…
5 votes -
Link Duplicate Pricing Tables
Link duplicate Pricing Tables so that //when edits are done on one, it will also update the other.
2 votes -
2 votes
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