5360 results found
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Importing Product Bundles from CRM
Will allow the user to import Product bundle from the CRM
5 votes -
reassign fields after a document is sent
It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.- specifically to select fields...not all fields.
12 votes -
Modified time in the document list show minutes and seconds.
Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.
3 votes -
Ability to change the location of the product image in the pricing table.
Ability to change the location of the product image in the pricing table.
2 votes -
3 votes
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2 votes
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Toggle for Suggesting Edits done by Role on the Template Level
Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.
3 votes -
Product Catalog - Ability to modify ElastiSearch
Ability to modify Elastisearch especially if missed the first 2 starting characters wherein the system is not looking it up.
1 vote -
option to resize the optional item check box in the pricing table
ability to resize the optional item check box in the pricing table
3 votes -
export the template details into a spreadsheet
export the template details into a spreadsheet
4 votes -
Form Capability - Drop down menu for recipient options
when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?
1 vote -
2 votes
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the possibility to choose what should be added to the total in quote builder
the possibility to choose what should be added total in quote builder
1 vote -
5 votes
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Download eForm as PDF
Ability to download eForm as PDF to share to other users.
3 votes -
4 votes
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Full timestamp in document on date field
Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp
16 votesKatie Hudson responded
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Include template name in the audit trail
It would be good if the template name that was used could be included in the audit trail
1 vote -
Set a specific amount of checkboxes as required
Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.
6 votes -
Calculate tax by location
Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time
17 votes
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