6974 results found
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2 votes
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2 votes
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2 votes
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[Quote Builder]: Summary of all Quote builders
Have 1 quote builder per page then the final page has the summary quote of all of them
2 votes -
Conditionally require fields based on custom variables
Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.
Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.
I tried setting…
1 vote -
Conditional approvals based on the Sender
Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.
14 votes -
Friendly Payments Payment Gateway
I was wondering if it's possible to integrate with a company called Friendly Payments?
2 votes -
[Bulk Send] Send more than 1000 documents in one hour.
Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.
2 votes -
ECS Payments
ECS payment gateway option
2 votes -
Rooms: General Room chat feature for all room members
Rooms: General Room chat feature for room members
Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.3 votes -
Chime Payment Integration
Chime Payment Integration
4 votes -
Access to Rooms on EU Server
We would like to be able to create Rooms on the EU server.
1 vote -
Modify Email Body
Allowing the option to edit the email subject and body when adding CC recipients to a document sent via a link.
1 vote -
Move Completed document to a folder based on "name contains" value
There is currently an automation to send certain templates to different folders upon completion, but I would like to have a rule that allows us to set a "name contains" value and based on that criteria, send it to the corresponding folder.
3 votes -
MS Dynamics: Create a note in the Account Timeline in MS Dynamics when document activity happens
Make MS Dynamics automation work with a document created from the account object.
We can create a note for a Quote/Opportunity in MS Dynamics when document activity happens, but we cannot do this for a document created from an account object.
2 votes -
2 votes
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Bulk download document attachments
Bulk download for attachments
2 votes -
API - Create Tags in Template
Ability to add tags in template via API
2 votes -
Option to send a document via email and SMS via Zapier
Option to send a document via email and SMS via Zapier
4 votes -
Header & Footer: Be able to have a different first page header
To be able to have the header be different than the rest of the document. Currently, the cover page doesn't allow for block building making it not an option for one type of proposal.
1 vote
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