7483 results found
-
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
-
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
-
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
-
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 -
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
- Don't see your idea?