6655 results found
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3 votes
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Margin % Based Conditional Approvals
Conditional approvals based on the Profit Margin in the pricing table
7 votes -
Save alignment for content blocks added to Content Library
I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?
6 votes -
Signature certificate for the documents completed manually
Option to generate a signature certificate for the documents completed manually
13 votes -
Content Library sorting
When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc
38 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Prevent document sending without field information being filled out by sender (fields assigned to the sender by themselves)
Warn document creators that information required by them for fields is missing when sending documents.
6 votes -
HubSpot: Push contacts birth dates and custom fields from Company Record
At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot
4 votes -
WaveApps
WaveApps to create and send invoices for integration
2 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
23 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
12 votes -
Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)
Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).
It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.
25 votes -
Set multiline text settings for fields in bulk
Set multiline text settings for fields in bulk
5 votes -
1 vote
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4 votes
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Better toggling between workspaces
They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.
4 votes -
Catalog: Private Notes for Catalog Items
A place for private notes when adding catalog items.
4 votes -
Upload custom font via file upload
The ability to have custom fonts outside of Google fonts in EV2.
74 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Trigger Doucment creation via SFDC workflows
Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.
1 vote -
Share a document link without adding a recipient's email
My client does not have an email address. Is there any way I can send her a link for her to sign?
14 votes -
7 votes
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