6303 results found
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Table of Contents for multiple documents under the one send out
It would be great to be able to create a table of contents at the document level instead of page-level so when you send out multiple documents to a client/receiving party, it's easier to negative.
5 votes -
Preview PDF before sending
Would like the ability to preview the PDF before sending the document
11 votes -
increase document list results
The doc says the Default is 50 and Max is 100. We need more results during the document list API call
1 vote -
Option to Change Image background color
Option to change the image background color
4 votes -
Collect Card Details without Payment Integrations
Be able to collect card details and store it in the app.
24 votes -
Restore Catalog Folders
The ability to restore catalog folders that have been deleted.
3 votes -
active hyperlinks in the uploaded pdfs
active hyperlinks in the uploaded pdfs
3 votes -
Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
2 votes -
1 vote
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Option to present/get repoting data in Power BI
Option to present/get repoting data in Power BI
1 vote -
sign in just with Google only
sign in just with Google only
3 votes -
ability to edit margin
ability to edit margin
3 votes -
calculate subtotal for 1 item in pricing table
calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.
7 votes -
2 votes
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3 votes
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Document Creation date variable calculations: auto-populate a date one year from the documents creation date
auto-populate a date one year from the documents creation date
4 votes -
Decimal places applied on pricing table variables
After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.
6 votes -
separate sandbox vs production webhooks
way to control, limit, or identify when a webhook is being sent for a test document vs a production one
9 votes -
Automated workflow in Hubspot based on variables (see the description for more details)
"We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"
2 votes -
1 vote
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