6897 results found
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Add gradient design
ability to add a gradient design to the table
2 votes -
obtain all content blocks and fillable fields from a template and pull it up to another template, via API
obtain all content blocks and fillable fields from a template and pull it up to another template, via API
4 votes -
Ability for table block to have same features as Excel
Ability for Table block in PD to have the same features as Microsoft Excel
4 votes -
Add existing document as content block
User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.
3 votes -
1 vote
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Integration or useful Zaps to use with HouseCall Pro
you don't have any good Zapier capabilities or integrations with other software like HouseCall Pro and the like. We should be able to push customer data over and automatically send a specific agreement to a person without having to type everything manually. It's a huge waste of time and is the largest factor in my rating. You need useful Zaps
1 vote -
2 votes
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GuestRevu
Integration with GuestRevu
1 vote -
HubSpot: keep the document linked if Deal ID changes
Option to keep document linked in case Deal ID changes
1 vote -
option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
8 votes -
download old version of templates/documents without needing to switch to old version in version history
download old versions of templates/documents without switching the document/template to its older version via version history
4 votes -
replace the PDF source file with API call.
replace the PDF source file with API call.
5 votes -
Option for Payment window to populate without having to 'Finish' document
Ability for signers to pay without having to finish document
3 votes -
Document/signature forwarding without knowing the email of the delegate recipient
The option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link.
1 vote -
2 votes
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automations: transfer content blocks to another document
transfer content blocks to another document after document has been completed/signed
8 votes -
Ability to favourite folders and documents and have my "favourites" always at the top of my folders
I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders1 vote -
disable the ability for the recipient to decline a document
disable the ability for the recipient to decline a document
5 votes -
PaySimple
Ability to integrate with PaySimple as payment gateway
2 votes -
Add new public API to download a PDF version of a Template
From the API there is no way to download a PDF format of a Template
3 votes
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