6796 results found
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Automatically highlight selected item in pricing table
The feature to automatically highlight (or just make text bold)selected line items when a recipient modifies its properties such as quantity or select the item.
2 votes -
4 votes
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Group Check Boxes to Require One to be Checked / Select Atleast One Logic
I want to be able to group check box fields to require one checkbox to be selected in the group.
Currently, we cannot make the single check box fields required, because the customer may not need to check all of the check boxes but they need to select at least one (and often more than one) in a group.
You'll find this is common on IRS forms, where you select the checkboxes that apply to your situation.
We would like to make sure that the recipient does select at least one check box in the group before moving on.
A…
86 votes -
Increase File Size for Automation w/SFDC
Current size limit for automation of completed files to auto save in SFDC is 12MB. This causes problems for customers with larger files to upload. ONLY option is to manually upload into SFDC.
1 voteHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Payment pop ups before clients have viewed the document
Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.
2 votes -
Autofill date field with sending date
autofill date field with sending date/date sent
2 votes -
HubSpot - 2 or more tokens in 1 fillable field for merge field section
2 or more tokens in 1 fillable field for merge field section
2 votes -
2 votes
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Automatically show custom columns when the product is added to the quote or pricing table
Automatically show custom columns when the product is added to the quote or pricing table
2 votes -
Add new role in the document
add new role in the document
2 votes -
2 votes
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Variable for Template.Name
A system variable that will automatically populate the template name, useful when creating documents via CRM integrations
5 votes -
Smart Folders: sort documents by status or tag
Smart folders would be more useful (or at least equally as useful) as the "move to folder" automation. Smart folders could automatically sort documents into folders by status. They could also sort documents by tags. Ideally, the document library would be able to be viewed in multiple manners, similarly to the way Gmail uses tags or Outlook uses smart folders. You click on a smart folder, and all of the items that meet the criteria of the smart folder appear, even though the items are not physically located in the smart folder. The smart folder serves as a way to…
1 vote -
Integration with Egnyte
Integration with Egnyte
1 vote -
Nicknames and Notes in Contacts
Ability to add nicknames or notes in contact feature
2 votes -
Be able to see created date after you search for a specific document
In the "My documents" section, you can see the creation date on the list, but if you use the search feature, it only shows you the "modified date" and doesn't give you the option to see the created date. i wouldn't mind a whole separate option for it or still being able to change the modified date column to the created date column. Sometimes we are looking for patterns with templates failing or getting stuck in draft from our API and it's more helpful to see the created date then it is the modified date.
1 vote -
Integration into Click Up
Would love to be able to integrate directly into Click Up to create tasks from accepted documents AND attach the document to the task. Would make our workflow much easier, and reduce some manual processes.
1 vote -
HubSpot deal created automatically once a document is completed
HubSpot deal is created automatically once a document is completed
3 votes -
Ability to set a primary owner of a workspace different than the Account Owner
Ability to set a primary owner of a workspace different than the Account Owner
9 votes -
Allow Recipient Suggestions/Redlining in Pricing Tables
There is currently no redlining/suggestion feature available for Pricing Tables (only regular tables). Currently, recipients can only "Add a comment" to the pricing table.
Clients being able to directly make suggestions in the pricing table fields, the same way they can for text content, would greatly improve closing speed and recipient experience.
3 votes
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