7582 results found
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Ability for the internal team members to view product bundle details if they're hidden for the recipients.
Ability for the internal team members to view product bundle details if they're hidden for the recipients.
1 voteHi,
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Option to view if the recipient click the link inside the document
Will allow the user to view if the recipient access or click the link that is included on the document
1 vote -
1 vote
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Enhancement to the 'Transfer Data' function: Pass more information
Transfer more such as Completion or Signature Data.
1 vote -
noCRM.io
Native Integration with noCRM.io
1 vote -
2 votes
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Ability to collect deposit via Authorize net before completing the document
Option to collect a deposit from clients before they receive a finalized agreement. Flow: the client signs, pays and then we will sign.
2 votes -
Search for documents in the Home Screen
Have the ability to search for a document in one of the home tabs.
2 votes -
hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
28 votes -
1 vote
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The ability to change the default screen when creating a doc in Salesforce to Quick Access instead of My Templates
To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.
1 vote -
Use Smart content with shared content library items
Option to use shared content library items in Smart content
13 votes -
GoHighLevel CRM
GoHighLevel CRM
17 votes -
Add fields permission modifications for custom roles
Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients
2 votes -
Trainual
Ability to integrate with Trainual
1 vote -
API: generate session ID for draft document
Option to generate session ID for draft document
6 votes -
Import Folder to Content Library: upload multiple files to content library
Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.
34 votes -
[Reporting] Document Downloads by Account Owners/Users
option to know what documents were downloaded in bulk download by account owners/users.
3 votes -
Ability to not use a pricing table or a quote builder when adding a document value.
Ability to not use a pricing table or a quote builder when adding a document value.
3 votes -
Document search filters- display all folders containing the key word as results of the search
Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.
It would be good if folders with the key word in titile were showing in the search results as well.
2 votes
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