7638 results found
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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 -
34 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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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 -
Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)
User would like to have the certificate of signature in specific language with local time
28 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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The ability to have the headers in the pricing table show be vertical and not horizontal.
To be more specific, right now the headers are on the top of the document and horizontal. This feature request is to have them be vertical on the left side of the pricing table.
1 vote -
1 vote
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4 votes
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The ability to see which recipients have viewed a particular document, and which have not.
Right now this isn't available with the reporting feature.
1 vote -
1 vote
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PDF field recognition improvements
When uploading a PDF document as a template improve field recognition.
12 votes -
no extra page when adding item from content library
no extra page when adding item from content library
18 votes -
Grouped variables
replace a particular variable from all my templates all at once
7 votes -
1 vote
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