5389 results found
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1 vote
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Mass Download "Collect file" field attachments
It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.
55 votesHi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.
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Option to calculate values within the document that are placed outside of the PT
Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page
5 votes -
2 votes
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Sender notification when document is printed / downloaded
notification if the recipient downloads or prints out the document?
11 votes -
Option to Not make a recipient as signer when assigned to a field
Option to Not make a recipient as signer when assigned to a field
8 votes -
2 votes
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Include custom fields when adding a new item
When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.
2 votes -
3 votes
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description of the pricing table item transferred to Xero invoice
description of the pricing table item transferred to Xero invoice
4 votes -
Autocorrect of the System Variables
Variable Document.CreatedDate should be auto changed if there are any adjustments to the document after it was created
1 vote -
Customer and Product Driven Discount Tables
Add a product field to assign discount groups for specific items. Have customers tagged with their discount grouping also.
i.e. Custom Field for catalog item "Product Code" = "Accessory"
In the pricing table pull in product code and extend discounted net based on customer.
Allow leverageable token in the multiplier column [Company.AccessoryDiscount] where one customer this property from hubspot or other integrated CRM is a 0.7 and others have a 0.8 depending on if they are gold or platinum tier customers.2 votes -
Document Analytics: Recipient Device Used
The ability to see what kind of device your recipient used when signing/opening the document
3 votes -
sort of HTML button where you can pick the color for inserting hyperlink
sort of HTML button where you can pick the color for inserting hyperlink
3 votes -
sync Document.Value with the Amount field in Salesforce
sync Document.Value with the Amount field in Salesforce
6 votes -
Forms responses CSV with columns named according to fields placeholders
Download a CSV of form responses where columns are named according to the placehorders of fields/having an option to set up the column name reflecting field data
7 votes -
Set expiration to expire on certain weekdays
Allow the user to set certain days for a document to expire. For example, exclude Saturday and Sunday from the days a document can expire
6 votes -
58 votes
Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.
At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.
However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.
If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.
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27 votes
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Permissions for folders: hide some folders from users / restrict account users from seeing specific folders
Would like to set permissions (create inside, move, delete) for individual folders (including root folder).
79 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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