2933 results found
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Use same set of radio buttons across pages
Drag radio buttons from one page to another (for options that are one page long each)
18 votes -
GoHighLevel CRM
GoHighLevel CRM
17 votesLindsey Schocke responded
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Protect Confidential Documents / Move Documents to New Workspace
Please allow us to move documents to a different workspace OR mark them as confidential. I have new employees coming in that need to work in the main workspace but should not have visibility to existing documents like employee agreements, company financials, certain contracts, etc.
I need a better way to partition documents to maintain confidentiality.
3 votes -
Add fields permission modifications for custom roles
Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients
2 votes -
Ability to not use a pricing table or a quote builder when adding a document value.
Ability to not use a pricing table or a quote builder when adding a document value.
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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download document while in notary session
Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.
3 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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Ability to add links/modify notification message sent to recipients
For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.
5 votes -
Advanced formatting for the fillable text field: text formatting in fields
Format the fillable text field with bullet points, numbering, bold/italic/underline text. Basically the same options available for a text block so recipients can list bullet points, bold, etc.
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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`Merge variables
(for example if I wanted to take "[Client.FirstName] [Client.LastName]" and make it "[Client.FullName]" to use in a MergeField.
4 votes -
Be able to disable auto-placed fields feature
Would like the ability to turn off the option for auto-placed fields on uploaded documents. I do not wish to use it and having to say "no" on the pop-up every time I upload a document is annoying.
3 votes -
Generate a template link
An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.
6 votes -
Restrict entering an email for a signature field for recipients
Customer needs all signature fields to require a full name ONLY...no option to enter an email address for a signature--this invalidates their financial documents and the document has to be resent for a required name.
12 votes -
2 votes
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Additional Functionalities in Inbox
Additional functionalities in the inbox section like moving the received items to a different location
4 votes -
Have Signature Certificate separated from the document and sent as a separate document / email.
Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document
7 votes -
Please add "Electronically signed and dated" to signature box so it appears on the actual document
Please add "Electronically signed and dated" to signature box so it appears on the actual document, many facilities require this feature and the signature certification page is not sufficient for them.
4 votesHi there! 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! -
add tags to multiple documents
adding tags to multiple documents
20 votesValeryia Baranava responded
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Conditional fields: 'Hide these fields' option along with 'Show these fields'
The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.
At the moment we have the following parameters:
When Checkbox1 is checked
Then 'Show these fields'However, the customer would like to have another option - 'Hide these fields'.
23 votes -
Multiple selection for radio buttons: Enable multiple optional items in Radio Buttons to be able to choose as many options as needed
To have the radio button field to have multiple optional item like the pricing table sections.
37 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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5 votes
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