6460 results found
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Improve Variable Input
It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.
3 votes -
3 votes
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Clear Signature and notify sender if recipient verification code was not entered correctly after the 3 attempts
If the Recipient did not enter the verification code correctly after 3 times, the signature field should be cleared. The recipient should have to resign the document again. The sender should also be notified that the code was not entered correctly.
2 votes -
2 votes
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Documents
• Unable to search by doc name when viewing inbox
• As admin unable to take control over docs sent by users
• As admin unable to impersonate other users
• When recipients are altered it disarranges preassigned field boxes
• Templates are easily modified as they do not require to hit a ‘save’ box when a change is made
• As soon as you open a template it is in ‘edit’ mode which has caused users to accidentally modify templates1 vote -
Document Bundling - completed document triggers bundle send to same recipient(s)
Would like the capability for a bundle to be sent upon a signed NDA.
Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.5 votes -
Lock down / restrict document editing after approval
Once a document is approved, lock down ability to edit the document before sending to the client.
Approval is to confirm finalization of the terms on the contract for the client.2 votes -
Documents created from a form should go to a root / general document list without a folder
documents created from a form should go to a root fonder (instead of the specific folder)
1 vote -
Default value in the field
To set up a default value in the field
2 votes -
payment option using Authorize.net to delay based on a value in Salesforce
payment option using Authorize.net to delay based on a value in Salesforce
1 vote -
ability to sign for a user and break in when a document/ signature is forwarded
ability to sign for a user and break in when a document/ signature is forwarded to another recipient
1 vote -
Make the next button more clear when completing fields and signing the document
Make the next button more clear when completing fields and signing the document
14 votes -
Display revenue on completed documents in Reporting.
Need to have an ability to display revenue on completed documents per month or other specified period in Reporting.
2 votes -
Fix content library text field alignments when used in documents.
The alignment is way off. I had to move the text fields in the content template to make it line up properly on the document itself. I had to create and delete and test over and over just to make sure it matched properly for my co workers to use without an issue later.
1 vote -
Option on Mobile App to add Blocks
Option on Mobile App to add Blocks
7 votes -
Ability to select multiple pricing tables in zapier.
Ability to select multiple pricing tables in zapier.
5 votes -
Internal notes or comments on a document/template
We would like to have an internal note on a document
12 votes -
42 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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Embed a Document View Session will work with react
Embed a Document View Session will work with react
1 vote -
Bulk download documents: Save folder structure
Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.
1 vote
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