7354 results found
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Ability to favourite folders and documents and have my "favourites" always at the top of my folders
I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders1 vote -
Disable latest activity - who has viewed the document
Ability to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity)
1 vote -
Admin Panel: Workspaces - Give option for dynamic list view of all workspaces
As the Admin/Owner, Enterprise account I access this list often. In the Admin Panel: Workspaces - Give option for a dynamic list view of all workspaces. The current view is manual and cumbersome to scroll through when searching through my over 100 workspaces. Giving the ability to filter/sort and add columns in the list view with information about the workspace (e.g., Active users, pending invites, roles activated, etc.).
And while seeing the logo for each workspace on this screen is a nice to have, if it was an incorrect logo or needed to be updated I couldn't do anything from…3 votes -
44 votes
Hi. 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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Ability to enable silent flag in Zoho (Notifications)
Ability to enable silent flag in Zoho (Notifications)
1 vote -
Allow for a warning message prior to sending when a request for payment is needed but no payment setting turned on.
We are seeing some issues with people sending payment requests with no Payment setting turned on.
Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”
1 vote -
Download the PDF with the fields reflecting who they're assigned to.
Download the PDF with the assignee information beside the fillable fields
4 votes -
Sort Template folders when creating a document from a template view.
Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)
Similar to how Templates has a View option (List/Grid)
4 votes -
Expiration date: sales contract, should have option to default set at months end or just a few days before
When sending out an contract you now have the option to select nummer of days valid.
more logical would be a good list like
[ ] days before end of month
[ ] days before end of next month
[ ] days before end of this quarterOr more simple
end of this month
end of next month
this quarter
next quarter2 votes -
Automatic notification to manager when a rep's document has been signed.
Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.
2 votes -
Gravity Forms
Integration with Gravity Forms
2 votes -
Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters14 votes -
ability to add multiple photos to the document using image block at the same time
ability to add multiple photos to the document using image block at the same time
6 votes -
Halo PSA
Integration with Halo PSA
3 votes -
Option to put Spaces to separate the characters within a text field.
Option to put Spaces to seperate the character per box
- will allow the user to seperate the charecter per box once the recipient fill it in
2 votes -
Ability to merge document in bundles.
Ability to merge document in bundles.
1 vote -
option to modify or delete commision number in Notary Stamp
option to modify or delete commission number in Notary Stamp
1 voteHi. 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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See document value for specific tag
Ability to customize Dashboard to see the total value of specific documents
6 votes -
[Quote Builder]: Column mapping in the quote builder
The option to set up column mapping in the quote builder - similarly to pricing table.
1 vote -
The option to have a template translated automatically in 2 languages
The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.1 vote
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