7356 results found
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attachment location
Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.
4 votes -
display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year
Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)
2 votes -
Mobile preview: Ability to preview documents how they would look on mobile
It would be very convenient if there was a possibility to see how the document would look on mobile Public View.
Sometimes the web version can differ from the mobile one so in order to check it, currently, users need to send it to themselves. Perhaps, something like Chrome Dev Tool( where you can see how the page adjusts to the screen size) might work9 votes -
Approver can reject the document and then the previous recipients adjust the document to get approve again
the below shows an example
Recipient A: fill in the price
Recipient B: fill in the remark
Approver: reject the document due to the price, then recipient A can adjust the price and get approval again2 votes -
Fishbowl
Client would like to have the ability to integrate with fishbowl
2 votes -
Master license list for admin
It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.
3 votes -
"Save for later" option on Documents/Forms
It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"
3 votes -
Save Products From Pricing Table to Catalog
To have the option to save a product from the pricing table to the catalog for manually added products
8 votes -
4 votes
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MS Dynamics GP
I want to integrate with MS Dynamics GP
2 votes -
Link document multiple objects in CRM (Hubspot, Pipedrive, etc)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
19 votes -
Form reminder
Be able to send a reminder to fill out a form.
3 votes -
Report to know how many docs are not signed immediately.
Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.
4 votes -
Option to use workspace name and picture when sending a document
Option to use workspace name and picture when sending a document instead of the account name and picture, to show on the email that the recipient will receive.
2 votes -
Pause document from receiving signatures
Pause the document after 1 signer if you do not want other people to sign yet
1 vote -
1 vote
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switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status
switch fields in a template/draft document with Tab
11 votes -
average time spent per page that recipients spend on all documents created from 1 template
average time spent per page that recipients spend on all documents created from 1 template
8 votes -
2 votes
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Doc status will not change to Paid unless payment is successful
If a payment to the gateway is unsuccessful the document status will not change to Paid.
6 votes
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