7486 results found
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password expiration for users (prompt to make a new one)
password expiration for users
3 votes -
Set all fields recognized in PDF auto-placement as required
Currently, when you upload a PDF with form fields, the fields will be added to the PDF document but, will be set as not required.
Would like to have the ability to choose whether these are default added as required or not required.
26 votes -
Ability to pull the Stripe payment ID from a document
Ability to pull the Stripe payment ID from a document
2 votes -
dropdown items linked to a catalog
ability to choose a catalog item to populate the rest of the info on the slide
2 votes -
Check box additional settings
Even though field was not required signers should not be able to complete the document.
1 vote -
Disable Request review notification
Disable Request review notification
1 vote -
1 vote
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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
9 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
5 votes -
replace the PDF source file with API call.
replace the PDF source file with API call.
6 votes -
Option for Payment window to populate without having to 'Finish' document
Ability for signers to pay without having to finish document
3 votes
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