6884 results found
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[Quote builder]: option to change the padding and margins of each individual section
the padding and margins of each individual section within the quote builder
2 votes -
Conditional fields logic for checkboxes
We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.
If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.
We would like…
2 votes -
Restore document folders
The ability to delete and restore a folder of documents. Currently, a user will have to empty the folder to delete it. Documents can be restored but not document folders.
2 votes -
Forms sandbox for testing workflows before going live
Forms sandbox for testing workflows before going live
2 votes -
Payment Integration with The Merchant Source
Payment Integration with The Merchant Source
2 votes -
Matching fields pop-up notification
The ability for a pop up to populate if 2 fields don't match based on the recipient input. For example, the recipient added an account number in one field, and if they enter the number incorrectly in another field, the notification about the mismatch should be shown.
2 votes -
2 votes
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Conditional auto-fill for fields based on checkbox
Conditional auto-fill for fields:
1) Add a checkbox in the billing section for "Billing address same as shipping address." If checked, auto-fill billing fields with the shipping address or hide/make them optional.
2) If the box is unchecked, make the billing address fields mandatory.2 votes -
Geidea payment gateway
Geidea payment gateway
2 votes -
Dashboard - be able to add Customisable Tiles to Dashboard
- add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
6 votes -
Enforce Birth Year Rules for Date Fields
Feature Request: Enforce Birth Year Rules for Date Fields
Title: Enforce Birth Year Rules for Date Fields
Description:
Introduce a validation rule for date fields that ensures the entered year is a configurable number of years or days in the past, such as at least 5 years ago. This will help prevent clients from mistakenly entering the current year as their birth year.Benefits:
Reduces data entry errors Saves time on manual corrections Enhances user experience with better form validationCurrent Workarounds and Limitations:
…Setting the date field to "Past Dates" helps but doesn't fully prevent errors. Using a text1 vote -
2 votes
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1 vote
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search document by its content
search document by its content
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Presentation via PowerPoint in Rooms / Ability to Pre select docs to show in the rooms and Sharing Rooms into other Workspaces
Since we have rooms to be used for customers and clients as some sort of a Data Base management storage for all needed documents, video training, and links. It would be beneficial also to incorporate the following:
- Use of PowerPoint to be a part of Presentation in Rooms
- Share Rooms across Worksapces
- Ability to Pre-selecting docs to show in the rooms (For Client visibility)
1 vote -
Get the list of templates and content library items a Theme is used in and mass update them
Get the list of templates and content library items a Theme is used in and mass update them
2 votes -
Quote Builder: Set Fee Over 100%
Allow users to set the fee to over 100% in the Quote Builder.
2 votes -
Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days
Ability to create a document that would allow the same recipient to sign a document multiple times, but on different days
3 votes -
Ability to set up the document currency based on the deal currency in a CRM
Ability to set up the document currency based on the Zoho CRM field.
2 votes -
Footer width customization
Make a footer (text block) a page wide
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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