6687 results found
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Link different types of fields
Example: Ability to link a checkbox field to a text field.
1 vote -
Smart Form: More field options and more Validation options
Federal Tax ID field, with the validation for that and social security number boxes. For date of birth validation for certain years, for business start date custom dates in the past, and for the second contact card, not all businesses have two owners so it would be nice if there was already a contact preset. to not have the second contact preset being required unless there's info that's input to validate that there needs to be a required email there. and fields for currency that validate that as well.
2 votes -
3 votes
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Text block added automatically containing the information provided by recipients in the fields
A text field would automatically be added based on/containing information that the recipients provided on the document in fields, as a way to group the field information and make the content easier to read.
2 votes -
Rooms notification for past due task
Customer would like the rooms to have an additional notification to their client when they are already past due with the task.
2 votes -
When a customer pays a% deposit on a proposal, I'd like to automatically create a draft of an invoice with the balance due
When a customer pays a percentage of a total amount using the pricing tables (i.e. a 50% deposit when signing a proposal), I'd like the system to automatically create a draft of an invoice for the balance due that I can send at a later date. Or, some other mechanism of easily collecting the remaining 50% due.
1 vote -
Variables for Images
Support images in variables. Option to have variables for images
2 votes -
Custom Roles - Rooms-specific Settings
A possibility to restrict access permissions so that a user can only create and manage rooms.
2 votes -
2 votes
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Conditional signers based on radio button selection
Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.
2 votes -
Trash Bin: Be able to view documents without restoring them.
Trash Bin: Be able to view documents without restoring them.
2 votes -
2 votes
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2 votes
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Ability to resend multiple unsigned documents to a recipient within one transaction or email (not bulk send)
Ideal: 1. Search by email/recipient: filter documents by status: sent, expired, declined (excluding completed)
2. Resend multiple pending documents to the recipient within one transaction and preferably via 1 email with all the links included and one notification to the recipientCurrent workflow: Search by email and resend each pending document at one at a time generating multiple emails appearing as duplicates
Use case: recipients that have a repeated journey (services) with the vendor requiring the same document to be generated with updated content or dates for billing to process
2 votes -
1 vote
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1 vote
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2 votes
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Percentage of the completed and declined documents in the Home page
Percentage of the completed and declined documents in the Home page
2 votes -
Bulk Upload Documents for Sharing in Rooms
Upload more than 5 files at a time to use as a hub for file sharing among businesses or clients.
1 vote -
upload PDF to CPQ Quotes
Ability to upload PDF's into quotes CPQ
1 vote
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