6442 results found
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Option for actual signature with transparent background
Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field
6 votes -
Borders Overlapping Images in PDF
When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.
1 vote -
Ability in Quickbooks integration to reroute it to "Sales" so QB knows when a customer has paid a deposit.
Ability in Quickbooks integration, instead of automatically creating a product/service line in QB if the document name is not found, reroute it to "Sales" so QB knows when a customer has paid a deposit.
1 vote -
1 vote
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5 votes
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send a document to signature via Salesforce automatically
send a document to signature via Salesforce automatically
9 votes -
Detailed reporting: Date Filter, Content Library, Upcoming Renewals
In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.
26 votes -
2 votes
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Changing background colors based on what stage you are in (template vs document creation vs approving vs signing)
It's easy to get confused as to which section you are in the document process (template vs document creation vs approving vs signing). I think this could be fixed by having a different background color or other differentiation for the pages other than the item location in the top left corner.
2 votes -
5 votes
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13 votes
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7 votes
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1 vote
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Collaborate on Content Library Items (inline commenting and chat on Content Library items)
Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items
7 votes -
Branding for Forms
Be able to customize branding for forms (for example change color of button "review document" )
32 votes -
5 votes
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Ability to put a checkmark in the pricing table next to the line item in a related column.
Name Column 1 Column 2
Product 1 + -
Product 2 - +
Product 3 + +1 vote -
Grand Total for 2 Different Pricing Table
is it possible to have a calculated field that shows the total of 2 different pricing tables? for some context, because we cannot set tax rates against the products in the catalog, we cannot rely on our sales team to remember to set it to include/exclude GST, so we have added the two pricing tables. would be great it we could show a Grand Total down the bottom of the two
41 votesHi. 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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countdown on the document
countdown on the document (5 days 3 hours 15 minutes left to sign the offer for example)
3 votes -
Payment block for Ev2
My only suggestion is that we miss the payment block at the end of the document.
5 votes
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