227 results found
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move a quote builder on a cover page
Inserting/moving the quote builder block on the cover page of your document,
2 votes -
1 vote
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Convert uploaded PDF to docx version
Convert uploaded PDF to docx version
1 vote -
And/OR logic Smart content
Are you able to use AND/OR logic within Smart Content?
For additional context, we’re trying to conditionally surface legal terms based on what’s being purchased. For example:
If the customer purchases only Product X, we want Legal Terms X to appear.
If they purchase a combination of Product X and another product (Y, Z, etc.), we want a different set of legal terms to appear.
If Product X is not included at all, then only the standard legal terms should appear.
I also had one additional question: if we have separate pricing tables, is it possible to have a single…
2 votes -
disable email notifcation for in person signing
Is there a setting on a template so that when a user signs in person, they receive no email about the document at all?
1 vote -
Allow the same templates in multiple folders
I want to put the same template into two different folders. Each employee has a folder and I want to essentially have shortcuts to the same templates for both of them.
1 vote -
Auto populate CLI with Smart Content
I created a Content Library Item from a template. Then I created a "Smart Content" item which auto-populates with the CLI if a certain variable is set to "Yes".
2 votes -
Disabling the payment option
Option to disable the payment feature on the document.
1 vote -
Spacer component in template builder section
We currently don't have a spacer component available when building templates, making it difficult to space the forms.
Having to work around with text fields to create a blank space between questions and form fields isn't a good experience.
1 vote -
Too many clicks to content center & going backwards to a content center folder doesn't work anymore
The change of moving content center into templates created MANY more clicks to edit content center items. If you have a well organized content center with 3 folders to a specific item, It takes up to 5 clicks to get into it initially, then if you have to edit many items in the same folder the top left hand folder hierarchy (image below) it kicks you ALL the way to the beginning.
So if I have to edit 5 items in the library in the same folder I have to click content center THEN root folder THEN sub folder THEN…
2 votes -
Add a content library item as section to the pricing table.
I'm working in a pricing table and I was wondering if there is a way to add an entire section like I do for content library items. I need it to be in the same table.
2 votes -
1 vote
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2 votes
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audit trail in template
Audit Trail in the Version History of the Template. Show which component has been touched or removed or edited. Was it the signature block, the table, the variable X,Y,Z. Was it the Smart Content, the approval workflow, pre-assigned roles, the image, the header or whatever it is that was changed, accidentally or intentionally. I'm finding it annoyingly buggy that we had to disconnect and reconnect the integration a couple of time since getting this rolled out in May. We can't leave the template, the integration or the automation as is for long durations of time without needing to retouch or…
1 vote -
Share template folder with other workspaces
Ability to share a template folder with other workspaces
2 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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[ARCHIVE] pulling a report on how many smart contents was used
pulling a report on how many smart contents was used
1 vote -
Move templates to another workspace
Ability to move directly move templates to one workspace to another
2 votes -
Conditional Template Page
Allow document pages to be conditionally rendered. Similar logic to the conditional rendering of smart content placeholders.
1 vote -
Choose/ set up delivery method on Template per role
Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings
2 votes -
Ability to see how many and what agreements when using a specific template from our template library
I'd like to see how many and what agreements are when using a specific template from our template library. Please share how best to do this.
2 votes
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