7425 results found
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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 -
1 vote
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Ability of the attachments to be converted into PDF and added to the document. - aaron@citeright.net
1 vote -
Radio Select multiple Sections in pricing table
Can we create several sections, then allow the user to radio select which section they wish. This would allow us to itemise different scope of works, and the user to select which overall scope (with several line items in each) they wanted.
1 vote -
add $ symbol when tokens are pulled in from Hubspot
The dollar sign is not associated with the token in the tokens list with the [Deal.Amount] variable for example.
2 votes -
2 votes
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Customize Integration token fonts style and size
Customize Integration token fonts style and size
- Alow the user to customize font style and size of the integration tokens
2 votes -
7 votes
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Ability to set document title for Zendesk Support Integration
By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.
2 votes -
4 votes
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switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status
switch fields in a template/draft document with Tab
11 votes -
Group for View Only access
a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.
2 votes -
2 votes
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Save payment information while duplicating a document
When duplicating a document, to preserve the information (payment data).
It would be helpful to have a toggle to allow the payment data to transfer to the new document when duplicating it.
example: A completed agreement for an event with the number of guests, deposit, and date.
Then the client needs to update the number of seats where the deposit needs to be updated; when duplicating the document, the deposit amount could be updated while maintaining payment data.4 votes -
stretch an image to the edges in the header
stretch an image to the edges in the header (both on the left and right side)
4 votes -
An option to use a custom fields with data merge in Hubspot
an option to use a custom field with data merge in Hubspot
20 votes -
Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.6 votes -
Ability to check which of the documents have files attached via "collect files" field.
Ability to check which of the documents have files attached via "collect files" field.
1 vote -
1 vote
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