7321 results found

1. requesting recipients' consent for tracking activity before opening a doc
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2. Allow the account holder to opt-in to auto pay in Settings.
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3. allow payment forwarding after another recipient signs to a user this isnt a recipient

   allow payment forwarding after another recipient signs to a user this isnt a recipient

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4. The ability to support multiple roles in salesforce
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5. Automatic PDF attachment to email within the Bulk Send feature

   Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Autoassigning recipients to roles in CRM integrations
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7. Ability to format custom product fields from Salesforce

   Ability to pass custom product fields from Salesforce as currency.

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8. Hide document amount for payment before it is signed
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9. Add Document declined trigger event in Zapier

   2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

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10. Paperform

    paperform native integration: pull data from new submission to the doc

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11. The ability to provide a users’ management in order to automatize the user’s onboarding via API
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12. Pop-up with customizable text when a recipient declines document
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13. Cross-site tracking

    Allow integrations (Hubspot in particular) work without enabling cross-site tracking.

    3 votes

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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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14. The ability to share the link in order to bulk send the documents
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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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15. Download the embedded template before signing

    Download the the embedded template before signing.

    4 votes

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16. Ability to send a completed PDF to both the sender and the recipients.
    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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17. include the Bill To First and Last Names to Authorize.net payments

    include the Bill To First and Last Names to Authorize.net payments

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18. Zoho Invoice

    Zoho invoice integration.

    4 votes

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19. TaxJar

    TaxJar integration

    2 votes

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20. The ability to unrestrict the locked blocks in bulk
    1 vote

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