6460 results found
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Direct hyperlink to a template
Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.
1 vote -
Reset signature field after copying a document
Reset signature field even if it was set before document is sent.
1 vote -
4 votes
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Advanced search options/ Search within the Folder
Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.
29 votes -
4 votes
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Improve API logs details
Provide more details when error message is sent (the document ID that is sent from the application , customer email ID and any other reference number that can be relevant be shared as that will immediately tells to which document an error is seen)
2 votes -
Option for the sender to resend the document to the recipient who did not recieve the document
Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.
14 votes -
ability to use *** as a placeholder.
ability to use *** as a placeholder.
1 vote -
4 votes
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Search by quote Sequence Number
Be able to search for a document based on the Quote Number
1 vote -
Converting a form to a document
Converting a form to a document
- will allow the user to convert a form to document.
11 votes -
3 votes
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Once document signed allow owner to automatically CC recipients Certain information
When a customer signs a document, id like an email to go out to my team with certain information from the document.
1 vote -
1 vote
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Check what conditionals are followed when the conditional approval is used
Check what conditionals are followed when the conditional approval is used
1 vote -
1 vote
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2 votes
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Ability to import multiple font weights at a time.
Ability to import multiple font weights at a time.
2 votes -
10 votes
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Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}13 votes
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