6888 results found
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Annotate documents to provide status information
When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.
1 vote -
Canopy
Customer would like the Canopy to be integrated to PD
1 vote -
Automation: send Excel spreadsheet automatically once document reaches Completed status
Automation: send Excel spreadsheet automatically once the document reaches Completed status
2 votes -
2 votes
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Use different types of bullet points in the same table block
Use different types of bullet points in the same table block
1 vote -
Indent bullet points inside of table
Indent bullet points inside of table
1 vote -
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
2 votes -
Mobile app: signing order
Option to set up signing order in mobile app
1 vote -
Automatically remove an empty row from the table
Customer would like to automatically remove any empty row in the table when he export data from an excel.
1 vote -
Separate files when downloading through automation
Customer would like to download the document via automation in separate PDF files when the document is in bundled.
1 vote -
Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient
I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.
28 votes -
Account objects in Freshsales
Account objects in Freshsales
1 vote -
Ability to use line items from CRM as a variable
Ability to use line items from CRM as a variable for smart content.
1 vote -
option to change "by" for sent documents
option to change "by" for sent documents
2 votes -
3 votes
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Hubspot automations: more options to trigger the 'update line items' task
More options for the Document status that allow us to trigger the 'update line items' task for HubSpot. Similar to the options in the 'set deal stage' automation
3 votes -
Ablity to edit font size in quotes
Ability to edit font size in quotes after CRM data merge
1 vote -
Create a link via Smart Content
will alloe the user to add link in a paragraph let’s say “Click here” after a sequence of text and on click of it we can have them navigated to a different page.
1 vote -
Customize wording on e-mail sent
Ability to have a portion of the document, choice or customize the wording in the e-mail when the document is sent
1 vote -
Ability to restore deleted images from image library
Ability to restore deleted images from the image library
2 votes
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