7266 results found
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Edit uploaded PDFs
Option to edit uploaded PDF, convert to editable document/template
281 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Close.io
Integration with Close.io
79 votes👋 Hey everyone! We're currently revisiting the Close.io integration and considering if it's the right time to prioritize it.
This has been one of the top-voted requests, and we’d love to hear more about your specific use cases. If you're still interested or have teammates who’d benefit from this, feel free to:
- 👍 Upvote this post (if you haven’t already)
- 💬 Leave a comment to share your needs
- 📅 Schedule a quick call with me so we can understand your workflow better
No promises yet, but your input will help us evaluate next steps. Thanks for pushing us forward! 🙌
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ability to add items to dropdown field in bulk
ability to add items to dropdown field in bulk
20 votes -
SKU column visibility: Have SKU column in pricing table invisible for recipients but visible for the PD users.
The option to make SKU column invisible for the client (when the document is sent) but visible after signing the document for the sender (or any team member).
3 votes -
Bulk Send from CRM
Ability to Bulk Send from CRM
26 votes -
31 votes
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auto-refresh editor after clicking 'finish' when sending a document to yourself
auto-refresh editor after clicking 'finish' when sending a document to yourself
1 vote -
Authentication process for approver
Authentication procedure for approver (password, etc).
5 votes -
3 votes
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2 votes
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Document/signature forwarding is allowed to specific recipients
Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?
5 votes -
New comment notification icon on documents viewable from the document list
An icon or flag that will appear next to the document status when viewing the document list to be notified when new comments have been posted.
1 vote -
write back document status in a list view in dynamics
write back document status in a list view in dynamics
1 vote -
1 vote
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1 vote
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List documents endpoint
API: List documents endpoint
The option to show:
1) total number of pages
2) total number of documents5 votes -
1 vote
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2 votes
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Ability to search within the document
Ability to search within the document
28 votes -
24 votes
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