7599 results found
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User Automations in Rooms
Currently we have Automations in place for our Documents. However, when we use Rooms and send Documents via Rooms, the automations are bypassed, and we have to perform manual tasks.
And example of this is uploading completed documents to our CRM upon completion. Which works great when we create a single document from a template. However, when we add documents to a room, The Automation doesn't activate, and we have to then manually complete the process if using Rooms.
1 vote -
Ability to access the Stripe data merge settings without enabling payments
To access the Stripe data merge settings without enabling payments, in cases like not processing payments through Stripe, but only collecting card details.
1 vote -
Add divider lines to quote builder columns
Add divider lines to quote builder columns (like a pricing table)
1 vote -
Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient
I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.
32 votes -
QR code in the Signature Certificate to check the authenticity
QR code in the Signature Certificate to check the authenticity
5 votes -
Shipping Fees in Pricing Tables OR Product Fees that follow Quantities
The ability to add specific fields for S&H by product, as well as having those fees be subject to quantity options.
1 vote -
Filterable criteria to simplify API response consumption
Introducing filters for returns for users, members, and workspaces would allow us to get these things by individual instead of having to sort a list on our side.
1 vote -
Update branding in Signing View
We would like an endpoint to update the branding a signer sees in the Signing view, so we can programmatically update the logo of a workspace.
1 vote -
Payment Installments available with API
Currently using API for their payments and would like to be able to set up installments via API workflow.
1 vote -
2C2P Payment Gateway
2C2P Payment Gateway
1 vote -
[ARCHIVE] Creatr documets from GDocs in SFDC
salesforce create documents from google docs
2 votes -
Salesforce - Opportunity Product update in Draft status
Ability to update opportunity products and push the data back to Salesforce in Draft Status
2 votes -
Auto-populate name in the email based on Hubspot contacts
Auto-populate name in the email based on Hubspot contacts
2 votes -
9 votes
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Option to generate a report of all documents on the account for which new links have been generated
Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.
2 votes -
Customize wording in quote builder (Select/Selected) , single/multiple item selection
The possibility to customize the wording when selecting the single-item or multiple-item option in the quote builder. Replacing "Select/Selected" by something else.
That way the sender can let the recipient know what their "Suggestion" is etc.5 votes -
Embed JavaScript for Auto complete on Forms
Ability to embed JavaScript codes for Auto complete on Forms
2 votes -
Prevent Shared CLI's From Being Copied in Local WS When Triggered with Smart Content
Currently, when shared CLIs are used for documents with smart content, they are copied into the local workspace, creating a CLI in the local CLI lister as well as the shared folder.
Clients want to avoid having duplicates in their WS and would like this not to happen when the CLI is used.
2 votes -
Customize the prompt for blank variables
Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.
2 votes -
EU data residency with Pipedrive
Allow an integration with Pipedrive if the data is stored on EU servers
4 votes
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