6974 results found
-
Search in Documents for "sent by" user
Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.
4 votes -
Page thumbnails for recipients: Show left-hand navigation panel at the recipient's view
Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left
10 votes -
1 vote
-
Bill.com
Ability to connect with Bill.Com
9 votes -
2 votes
-
Bulk sign: Ability to sign multiple documents at once in the inbox.
Sign several documents at once.
69 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Editor fields navigation
Allow to navigate through the fields in document draft/templ
2 votes -
Option to specify CSV column separator in Workspace settings
when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
Thank you4 votes -
Upload file field to save in SFDC
When a doc is sent from Salesforce and there's an an upload file field assigned to a customer, when the customer uploads something- have that attachment be saved in SF
3 votes -
Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it
Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template
12 votes -
Advanced Font Styling
- Multiple font weights
- Letter spacing
- Ligatures
- Typekit fonts support
6 votes -
signature and document forwarding in forms
signature and document forwarding in forms
15 votes -
28 votes
-
Forms workflow: embed form link to the document
Allow to embed the form to the document (for example in case of T&Cs, etc.) without the recipient having to re-enter their personal information for form.
3 votes -
Upload a document option directly from contacts tab in EV2
Upload a document option directly from contacts tab like in EV1
1 vote -
Change the title of the button “open the document”
Can I customize the button “OPEN THE DOCUMENT” (when the recipient receives a document) to say “CHOOSE YOUR PLAN” (or something)
13 votes -
Merge rules for Line Items populated from Hubspot
Possibility to create two seperate tables ( from Hubspot) with Line Items divided by type i.e one-time payments vs. table with monthly payments
4 votes -
Branding for Forms
Be able to customize branding for forms (for example change color of button "review document" )
34 votes -
Forms improvements
enhance PandaForms
10 votes -
Signature settings for specific documents
ability to select signature type for specific templates/documents
42 votesThe status of this suggestion is currently unchanged. Please check back for updates.
- Don't see your idea?