5360 results found
-
Receive a warning when you get down to the last 100 bulk sends available
warning when you get down to the last 100 bulk sends available
1 vote -
Automation: Moving Sent or Completed Documents to a Selected Folder Across Workspaces
Moving sent or completed documents to a selected folder across workspaces
4 votes -
Salesforce: ability to pass recipient job title
Ability to pass recipient job title (add title to the recipients mapping)
2 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
3 votes -
Background images supported with smart content
Add functionality that supports background images appearing when CL items are inserted to documents via smart content.
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!
-
Document value based on variable
Option to set document value based on variable
4 votes -
Settings to enable the removal of blank pages on sent documents.
Settings to enable the removal of blank pages on sent documents.
2 votes -
1 vote
-
show the part of the page when the conditional rule is applied
show the part of the page when the conditional rule is applied
1 vote -
Home: change tabs order
Option to reorder tabs at Home
4 votes -
Add Approval Workflow to Document In Draft Form (currently, can only do in a template)
Current process:
- Create a new template OR create a template from an existing document and then polish it up
- Create document
- Realize there is no approval workflow
- Convert to template
- Add workflow to template
- Create document
- Delete document that was originally created in Step 2
As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.
5 votes -
1 vote
-
When status changed to Completed, generate a draft document
When status changed to Completed, generate a draft document. E.g. when a Quote template is approved, create a draft Invoice to be sent later.
This would be useful for a lot of service-based businesses who invoice after work is complete
6 votes -
Salesforce: select owner in Documents Activity Trigger
Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.
2 votes -
Stripe Checkout payments: disable debit/credit card payments
Option to disable debit/credit card payments in Stripe Checkout payments and just keep ACH payment option
21 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.
You can configure Stripe payments methods on Stripe side directly.
For more information, please check the link below:
-
Ability to restrict/lock field editing and placement on templates/ documents
Ability to restrict field editing and placement on templates/ documents
10 votes -
Ability to remove the "by [client name]" section of a form
Ability to remove the "by [client name]" section of a form
3 votes -
Show where the suggestion was made in the recipient's view
Option for the recipient to see where exactly in the document they added the suggestion which was accepted or rejected.
1 vote -
See the number of downloaded documents
We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.
4 votes -
Restrict folder without changing user role
Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.
5 votes
- Don't see your idea?