7423 results found
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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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Disable collaborator button.
Give option for admins to disable the collaborator button.
15 votes -
2 votes
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Ability to create a batch of documents on the fly while creating a document through HubSpot.
Ability to create a batch of documents on the fly while creating a document through HubSpot.
2 votes -
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 -
3 votes
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1 vote
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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 -
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 -
Generate signature certificate even if the document is not completed by all recipients
Generate signature certificate even if the document is not completed by all recipients
38 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Notifications for the "collaborator"
When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.
13 votes -
1 vote
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Quality/clarity of uploaded image
Make sure uploaded images to the collect files field are clear/not blurry and easy to read. Use case: If recipient uploads a QR code, if it's too blurry the customer cannot use the image that was uploaded.
1 vote -
Verbal signature
We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.
NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.
"Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."
1 vote -
Web video chat request
The ability for a recipient to click "video contact", to contact the sender if they have questions on filling out the document. Use case: HR onboarding documents.
1 vote -
Instructional Bubbles/Pop-ups to Guide Recipients
Instructional bubbles to guide recipients in filling out the document,
22 votes
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