2928 results found
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Ability to input variables on uploaded PDF
Ability to input variables whenever an uploaded PDF file in template/document creation.
4 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 below:
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Allow recipient to download as .docx
Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.
6 votes -
Signature option: When recipient chooses Type, don't have their name there as a default.
Customer would like the signature option for type not to contain the name of the recipient as the default name when they first selected the signature field.
4 votes -
The ability to add page numbers to certain pages only
For example, some pages are section dividers and should not have page numbers.
3 votes -
Ability to add signature to a completed document
Ability to add signers to a completed document (countersign a completed document)
7 votes -
Option to switch off "Collaborator requests access" notification for Admin users
Option to switch off "Collaborator requests access" notification for Admin users.
8 votes -
Set (all) Field Defaults by Workspace
The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.
For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.
5 votes -
Smart Content via Bulk Send
To be able to use Smart Content with bulk send.
9 votes -
Overview tab in the Home view
Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.
4 votes -
4 votes
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Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
6 votes -
[Monday] Recipient mapping
It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.
11 votes -
Item fee an optional selection on pricing table
The ability to make the 'fee' an optional selection on the pricing table
3 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!
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Allow recipient to pay for document during their signing order turn
Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.
12 votes -
option to place image or GIF in "Send document" message
option to place image or GIF in "Send document" message
3 votes -
Able to search for the documents of a deleted user in the documents tab by 'Owner' filter
detect the documents of the deleted user in the document filter owner
8 votes -
Ability to customize formula in a pricing table.
Ability to customize formula in a pricing table.
14 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!
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Auto delegate Signatures & Approvals
Ability to auto delegate any approvals or signatures to another user, for instance whilst I am on annual leave, rather than having to amend all template approval groups, role defaults in place for all templates.
11 votes -
Ability to sum pricing table variables across multiple tables
I use mutiple pricing tables throughout my documents to generate packages for different services. I then use a final pricing terms sheet to highlight the sub totals for each package. Currently I can either select document total or pick a single pricing table total. What would be great is to sum different pricing table variables.
7 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!
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Stripe: send invoice after payment was made
Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually
20 votes
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