7112 results found
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Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
4 votes -
2 votes
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Guest to Standard license
A more clear and transparent process for switching a Guest license to a Standard license, f.e. when you add a Collaborator with editing permission and their license will be Standard instead of Guest
1 vote -
Gainsight integration
native gainsight integration so a CS and Legal team could create documents directly from GS and sync data between two systems.
2 votes -
Support Klarna as a Payment Method via Stripe
Ability to use Klarna as a payment method via Stripe-connected accounts.
3 votes -
Report on Shared Templates
Ability to run a report that shows which templates/folders have been shared and to which workspaces.
1 vote -
Add an endpoint to enable retrying webhooks via API
Expected behaviour: we are able to trigger the retry of a failed webhook via an API request.
Example use case: an application site has a period of downtime during which a bunch of webhooks fail to be received and processed. Application admins want to retry all webhooks that failed during the downtime window programmatically.
Manual retrying is time-consuming and prone to errors. Being able to write a script to handle orderly retrying, stale status checking, and recording of the results makes admins more efficient and happier.
8 votes -
Conditionally require fields based on custom variables
Currently, you can only add conditional rules for fields based on dropdown, radio, or checkbox fields contained within the document. I would like to set up a rule that requires signature based on a custom variable that is populated by a smart form.
Our staff members fill out a smart form which generates a registration document for students receiving state financial assistance for a class. If the class is one of our programs that requires a background check, we want the student to sign and authorize the background check on the form, along with signing other acknowledgements.
I tried setting…
1 vote -
Ability to automatically select the value from the dropdown field based on a conditional rule
Ability to automatically select the value from the dropdown field based on a conditional rule.
2 votes -
Failed recipient verification notice
Ability to display in the Latest Activity if the client has failed recipient verification, or to send an email notification to the sender if the recipient fails the verification process.
1 vote -
Upload dropdown field items
The ability to upload dropdown items rather than manually entering the item value.
2 votes -
Access to Rooms on EU Server
We would like to be able to create Rooms on the EU server.
1 vote -
Modify Email Body
Allowing the option to edit the email subject and body when adding CC recipients to a document sent via a link.
2 votes -
3 votes
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2 votes
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Rooms being sorted by name of room
Rooms can not be sorted by the name of the room itself, aka alphabetically, or by date without knowing something about the room. If I want to search by date I need to input dates instead of sorting all available rooms by date/name.
Or just a basic sort function toolbar instead of the in depth one available for the "date" search that is there. By this I mean a dropdown menu similar to most sites that have lists, so I can sort all the rooms by date, name, etc.
1 vote -
Header & Footer: Be able to have a different first page header
To be able to have the header be different than the rest of the document. Currently, the cover page doesn't allow for block building making it not an option for one type of proposal.
1 vote -
2 votes
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Formatting Rules for Variables
Ability to apply capitalization rules within our variables. Example:
The first name starts with a capitalized initial, followed by a normal insertion, and then a capitalized last name.
Later in the document, the insertion and last name should both appear in capital letters.4 votes -
Sort email attachments in order they appear in bundled document.
Option to have PDF attachments of bundled documents sorted in same order as they are in the bundle. Currently they are sorted alphabetically.
1 vote
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