6612 results found
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1 vote
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Active Campaign: Ability to use tokens
Pull in info via tokens with Active Campaign integration
11 votes -
When a document is complete (wet signature) would like to upload multiple docs when changing the status
When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status
3 votes -
Data Merge Pricing Table: Change the date format
I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.
If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state
3 votes -
Option for text block to spill over on another text block on the same page once theres no more room on the initial text block
Option for text block to spill over on another text block on the same page once theres no more room on the initial text block. same as 2 column layout in WORD
1 vote -
2 votes
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1 vote
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checks with Quickbooks
collect checks with Quickbooks
5 votes -
Download specific pages of a document
Be able to download a completed document's specific pages, to share separately.
14 votes -
Option to support 3rd party digital signatures
Option to support 3rd party digital signatures
4 votes -
Fonts for signatures - Set Default font option or Add Font for Signature Field
Fonts for signatures - Set Default font option or Add Font for Signature Field
35 votes -
Remove all required fields at once
remove all required fields at once
7 votes -
Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
2 votes -
cryptocurrency pricing options
Add cryptocurrency pricing options on documents, eg Bitcoin, Ethereum, etc.
1 vote -
Update the existing template with the uploading doc file: Replace source file with DOCX
Update the existing template with the uploading doc file.
1 vote -
1 vote
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1 vote
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Forwarding two signatures to different signatories
An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.
3 votes -
4 votes
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Option to change the document owner once a document is generated from CRM
Option to change the document owner once a document is generated from CRM.
- Will allow the creator of the account to choose the owner of the document once creted from CRM
5 votes
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