7255 results found
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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.
53 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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2 votes
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List documents
List all the documents, which require client's/mine signature
1 vote -
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 / downloading
notification if the User/Sender can be notified if the recipient prints out the document?
8 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 -
Leave drop down widgets unassigned after filling them out, when creating a new document
When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.1 vote -
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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Great America Financial
Allow offer for financing through Great America Financial. Finance calculation based on total quote.
1 vote -
description of the pricing table item transferred to Xero invoice
description of the pricing table item transferred to Xero invoice
3 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 -
Share via link automation: The ability to automate the share via link feature. Would like a means of uploading the unique link URL to
The ability to automate the share via link feature.
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 -
an ability to see the duration of a contract on a document as a pop-up
an ability to see the duration of a contract on a document as a pop-up
1 vote -
sync Document.Value with the Amount field in Salesforce
sync Document.Value with the Amount field in Salesforce
6 votes
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