7200 results found
-
Option to setup different pricing for recurring charges
Option to setup different pricing for recurring charges, for example, the subscription changes the price every year (contract term is 5 years, 1st year - 500 USD, 2nd year - 505 USD, 3rd year - 510 USD)
6 votes -
2 votes
-
Conditionally require fields based on custom variables
Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.
Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.
I tried setting…
1 vote -
Conditional approvals based on the Sender
Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.
14 votes -
Upload image or photos in collect files field using API
to be able to upload an image or photo in the collect files fields using API
3 votes -
Friendly Payments Payment Gateway
I was wondering if it's possible to integrate with a company called Friendly Payments?
2 votes -
[Bulk Send] Send more than 1000 documents in one hour.
Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.
2 votes -
ECS Payments
ECS payment gateway option
2 votes -
Chime Payment Integration
Chime Payment Integration
4 votes -
Access to Rooms on EU Server
We would like to be able to create Rooms on the EU server.
1 vote -
Enable User Groups for Permissions and Workflow Management
For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.10 votes -
Move Completed document to a folder based on "name contains" value
There is currently an automation to send certain templates to different folders upon completion, but I would like to have a rule that allows us to set a "name contains" value and based on that criteria, send it to the corresponding folder.
3 votes -
MS Dynamics: Create a note in the Account Timeline in MS Dynamics when document activity happens
Make MS Dynamics automation work with a document created from the account object.
We can create a note for a Quote/Opportunity in MS Dynamics when document activity happens, but we cannot do this for a document created from an account object.
2 votes -
2 votes
-
Bulk download document attachments
Bulk download for attachments
2 votes -
API - Create Tags in Template
Ability to add tags in template via API
2 votes -
Option to send a document via email and SMS via Zapier
Option to send a document via email and SMS via Zapier
4 votes -
Header & Footer: Be able to have a different first page header
To be able to have the header be different than the rest of the document. Currently, the cover page doesn't allow for block building making it not an option for one type of proposal.
1 vote -
Sort email attachments in order they appear in bundled document.
Option to have PDF attachments of bundled documents sorted in same order as they are in the bundle. Currently they are sorted alphabetically.
1 voteHi. 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!
-
Share document to a room directly from the actual document
Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.
3 votes
- Don't see your idea?