7483 results found
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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 -
Ability to embed fields in the downloaded PDF
After Downloading the Document as PDF, There's still fields that recipients can input details.
16 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 -
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 -
HubSpot deal created automatically once a document is completed
HubSpot deal is created automatically once a document is completed
3 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 -
Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
11 votes -
Update prices without having to download the entire catalog
Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualización de tarifas y fecha de entrada en vigor de una tarifa.
English:
Be able to update price rates without having to download all the products in the catalog. Keep track of rate update dates and the effective date of a rate.1 vote -
Payment integration with GoDaddy
Payment integration with GoDaddy
2 votes -
Enhanced Tagging System
Enhanced Tagging System
Overview:
Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.
Key Features:
Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.
Template-to-Document Tag Transfer: Tags…
2 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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WORDLINE/INGENICO payment support
Do you plan to add WORDLINE/INGENICO payment support ? It's a European leader.
1 vote -
Salesforce: integrate with Asset object
Add Assets to the objects supported by the SFDC integration.
2 votes -
Extract data from the document
Customer would like the ability to extract data from the actual content of the document
6 votes -
Allow recipient to edit fillable fields of another recipient
Option to allow a recipient to edit fillable fields of another recipient. For example, the sales rep is signer 1, client is signer 2, the sales rep prefills the contract but typos the clients business name, I want the client (signer 2) to be able to review and correct.
5 votes -
Custom role ability to create automations
Custom roles: Ability to create automations without accessing the WS docs.
Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.
6 votes -
create a link for collecting files from clients
create a link for collecting files from clients
2 votes -
Send completed document PDF only to a sender
Sender receives the completed PDF but the other recipients do not
2 votes -
Mobile app: match the web version functionality
Ideally would like the mobil app to match the functionalities that are available on the browser in terms of creating & editing documents that would be sent for signature
2 votes -
Smart content: duplicate document and keep changes made to the added content
Right now, duplicating a document that has content via content placeholder with conditions will copy the original content library item brought in, even if changes were made after it was added to a document. This request is for the ability to duplicate a document with changes that were made to the CLI after it was brought into a document.
2 votes
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