6444 results found
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Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires
Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.
65 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! -
4 votes
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when adding a user have a dropdown to identify the team they are associated with
It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.
This would help with understanding the use case when connecting with the user for feedback.
More importantly it would help build a QBR based on the use case to steer behaviors.
Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.
10 votes -
Option to use custom variable/variable on pricing table
- Will allow the sender to add custom variable on the Pricing table
9 votes -
Enable and manage approval workflow on the document level
enable and manage approval workflow on document level instead of having to set this on the template level.
6 votes -
Installments: Choose a Date instead of an Interval for Payment Due
We would like to be able to set a date for the second installment to be due since for our event planning customers, the interval is different for every single one. It's not a standard so we would have to literally count the days to bill them the second payment just before their event starts.
6 votes -
Payment Gateways for EU servers
That's super important for EU clients
4 votes -
Bulk send already created draft documents
Bulk send already created draft documents
5 votes -
Abillity to add text blocks to any place on the "content" type page.
Abillity to add text blocks to any place on the "content" type page.
5 votes -
Document Title as a system variable [Document.Title]
Similar to that of [document.sentdate] and [document.createddate] i am proposing the creation of a system variable that uses the document title so that it can be added into templates so that once you create a document so that you do not have to manually have to type the document title every time and risk having mistakes
4 votes -
[Pricing Table and Quote] Allow Recipient to Change Additional Multiplier Column
Please allow the recipient to change the additional multiplier column in a pricing table and quote builder. Currently only the document creator can update this and the recipient can only edit quantity or select optional products. We use the multiplier column to give the customer the ability to select the number of years they want to sign up for and currently they cannot select it.. The person sending the document has to update that information.
2 votes -
Document generated by automation should be sent by original sender and not admin owner
By default, the second triggered automated document sent should be sent by the original sender. At the moment the automated document that is sent when the first doc is completed is sent by the admin owner and not the original sender.
6 votes -
Add clickwrap, click-accept agreement functionality
Within the Signature Block, add a type property, with a new option of click-wrap, that would simply be a checkbox control vs the legacy signature control. If the click-wrap signature type is selected, have two additional options (a) click-wrap-text, defaults to "I Agree", and (b) click-wrap-url. If the click-wrap-url is not empty then the url is displayed above and must be clicked on to enable the "I Agree" checkbox control. Clicking on the url should show the url content in a separate window or tab, as to not disrupt the originating signing page, taking into considerations both desktop and…
9 votes -
Custom fields in contacts
Customer would like to create a custom field under contacts
12 votes -
add footer and page background to content library items
My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.
5 votes -
Another option to authorize consent for SMS reminders via mobile
In the case that a customer has a flip phone that only allows talk and text (no option for browser) - can there be a way to authorize consent for SMS?
2 votes -
[Quote Builder] Allow decimal points in the quantity like a pricing table
We want to use the quote builder for a prepaid block of hours based on FTE requirements. This figure is often not in whole numbers. For example, we may need 2.25 FTE rather than 2 or 3 FTE. Could we please get the ability to use decimal points in the quantity in the quote builder? It's available in the pricing table as an option currently.
3 votes -
4 votes
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Mass Update Fields - Required/Optional and Font Size
Apply field properties to all selected fields including:
- required/optional
- font size
Align all selected fields (left, middle right).
22 votes -
change logo does not apply on embedded documents
It seems that when I change the logo, I can see inside the embedded document in the UI.
But when I change the color of the button, that doesn't apply. (In info says that is applying for buttons from email). Does it not apply to embed documents?
E.g. My button from email was changed to red, but that one from UI remains yellow.3 votes
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