5387 results found
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Ability to change the red color of the 'Signer' next to the recipient email in the recipient list.
When a signer is assigned fields in a document, in the recipients list that recipient changes from the grey 'CC' to a red 'Signer'. Looking for the ability to change the color and use multiple colors there.
4 votesValeryia Baranava responded
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25 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Option to hide token/items from the template/document from specific recipients
Option to hide token/items from the template/document from specific recipients
- will allow the user to hide tokens
6 votes -
Create Logic in Variable choices in a document based on products
I would like the ability to create logic on which variable to pull based on certain custom variable attributes. So for our example, we have a standard price book as well as custom part numbers generated based on customer input. The custom part numbers are unique and reside outside the standard price book. When a product pulled in is custom, I want to pull that part number. When a product pulled in is standard, then it should pull the standard ProductCode for that product. If I had the ability to build in logic, I could tell the system which variable…
4 votes -
Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)
Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR16 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Role Variables available on document level
At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.
8 votes -
Editing in preview mode
Provide the ability to edit in preview mode while speaking with a prospect.
1 vote -
Ability to select multiple pricing tables in zapier.
Ability to select multiple pricing tables in zapier.
5 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well.
While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months.
Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Fields & Contacts sync in app
I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.
3 votes -
4 votes
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all the comments where you were tagged in one place
see all the comments where you were tagged in one place (it can be included in reporting, for instance).
2 votes -
Option to hide the pricing table on specific recipient
Option to hide the pricing table on specific recipient.
- Will allow the sender/user to hide the pricing table to a specific recipient.
9 votes -
Ability to add a multiplier and apply it to both product price and hidden cost.
Ability to add a multiplier and apply it to both product price and hidden cost.
5 votes -
APAC localization: Korean and Mandarin
Korean and Mandarin
8 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
2 votes
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Option to hide product catalog item
hide the products in our catalog to avoid the incorrect items be selected, but would still like to have access to them if we need them for the future
9 votes -
2 votes
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1 vote
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Smart content to work with attachments
Smart Content + Attachments
6 votes -
2 votes
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