7484 results found
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Typography Conditions in CPQ or Pricing Table
Ability to set conditions relating to typography.
e.g
Once the condition is met the segments/sections text will automatically go ''bold''
2 votes -
Signature workflow from Slack integration
Possibility to have an e-signing workflow from the Slack integration, similar to what happens in the GSuite integration (being able to sign PDF documents sent via chat).
1 vote -
Option to make fields when creating contacts required
The ability to make contact creation fields required such as Company.
1 vote -
Payment Gateway: Integrate with NMI
Requesting an integration with NMI as a payment gateway.
7 votes -
Background Images Docx Import/Export
Support background image when importing/exporting docx files.
3 votes -
Ability to set conditional rules for fields assigned to different roles
Ability to set conditional rules for fields assigned to different roles. For example, one signer selects a check box that will require another signer to sign/initial
3 votes -
Monday.com: automatically assign recipient
Option to automatically assign recipient to the role during document creation from Monday.com
4 votes -
Automations based on Forms
Automations based on Forms
21 votes -
Create Smart forms by uploading a file
Create Smart forms by uploading a file
1 vote -
[Quote Builder] Ability to view hidden columns after the document is sent
Have the ability to view hidden columns of the Quote Builder after the document is sent.
2 votes -
Signing order groups in Forms
Option to create signing order groups in Forms
2 votes -
Option for recipient to Approve or Decline the document from the email they receive
Option for recipient to approve or decline the document from the email they receive
10 votes -
2 votes
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Gainsight integration
native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.
2 votes -
Calendar format date picker for setting expiration date
The ability to indicate a specific date or choose a date from a calendar for document expiration instead of putting in a number of days.
3 votes -
3 votes
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To include cc'd users in the email received by signer
It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.
2 votes -
Share tags across workspaces
Option to share tags across workspaces
1 vote -
Duplicate document via API
Duplicate document via API :
POST /public/v1/documents/duplicate/{id}
Response could be the same as the Create Document from Template
2 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!
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Audit Log: Track Account Ownership Change
Add account ownership changes to the audit log.
4 votes
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