7093 results found
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Metrics and reporting api (Status and Document Analytics)
API document by status - drilldown to identify the document for follow up
API document analytics
Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
example: how many documents are opened but not complete
example: data on time it's been open and not signed/completed.
have drilldown into the document to follow up with the recipient to move the document to complete1 vote -
If a recipient chooses one specific field, remove the ability for them to sign other associated fields
If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.
3 votes -
Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only
Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only
3 votes -
Retrieve Bundled products' SKUs via API
Ability to retrieve the data of products within a Product Bundle via API
3 votes -
Ability to choose colour for contacts
Ability to choose color for contacts so you can filter them by group (f.e. green color for ACME company, yellow - for another company)
2 votes -
1 vote
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Direct separate payment links for each product in the pricing table.
Direct separate payment links for each product in the pricing table.
1 vote -
Merge columns in a table
right now you can only merge rows but not columns
3 votes -
Ability to automatically generate random number on fields
The customer requests that the field be capable of generating a random number to serve as an order or reference number.
1 vote -
Pay later option in PayPal
pay later option in PayPal
2 votes -
Link fields from different documents
The ability to link fields from different documents together.
2 votes -
1 vote
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Signature Certificate for sent documents
The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.
2 votes -
Recipient view: adding download and print icons to the top right
Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
Adding download and print icons to the top right1 vote -
An option to make the document sequence numbering per client basis
Make the document auto-numbering per client basis:
Ideally, we would want our templates to be aware of the 2nd sequence across all templates. So if we used Template A for a SOW today, it would show SOW 1. If we used Template B for a SOW tomorrow, it would know customer already had SOW 1 on another template.
CustomerX first SOW to be SOW 1, their 2nd SOW to be SOW 2
3 votes -
Import Form Selections from CSV Upload
If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.
1 vote -
6 votes
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1 vote
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Document.value variable for Bulk Send
Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.
11 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! -
Ability to view the IP address for Viewers
Ability to view the IP address for Viewers
2 votes
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