6818 results found
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Search by Company
Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.
4 votes -
Total Documents Icon
Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together
2 votes -
9 votes
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5 votes
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7 votes
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Assigned recipient for a pricing table: Ability to disable pricing table optional items/qty editing permission for one of the signers
Someone can check option 1 (for example) for radio buttons in the pricing table and sign it, and then the second person can change it to option 2.
Like other fields, the radio buttons and checkboxes should be assigned to a role or an individual.11 votes -
Update Document Title when Email Subject with Title is Updated
It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.
1 vote -
1 vote
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Declined Document Notifications
notifications should be sent to everyone who was signed/received the document
7 votes -
7 votes
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Reset Password Protection
reset password on protected documents
1 vote -
Editor 2.0: Tokens pre-fill from Salesforce into Pricing Table
Pricing Table: Predefined tokens (#2 need)
Pricing Tables are the main reason we use PD, so the tokens that pre-fill from SF is information can't be lost.2 votes -
1 vote
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Duplicate pricing table rows
The option to create a row in the table, preserving all the fields that have been used in previous rows. The option to duplicate the row in the table.
24 votes -
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more col
Have more options/ columns be added on a generated invoice. Xero integration is a bit limited and customer wants to be able to add more columns.
2 votes -
choose specific time of day for document expiration
choose specific time of day for document expiration
109 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Highspot
Highspot integration
1 vote -
Confirmation before sending to added recipient
At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.
2 votes -
1 vote
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Ability to remove custom formatting of the text so that theme settings are applied EV2
Currently custom formatting is overriding the theme settings and there is no way to remove it
2 votes
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