4568 results found
Ability to favourite folders and documents and have my "favourites" always at the top of my folders
I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders1 vote
disable the ability for the recipient to decline a document
disable the ability for the recipient to decline a document2 votes
Ability to integrate with PaySimple as payment gateway1 vote
A Closed Lost document status option
Ability to change document status to "Closed Lost"1 vote
Add new public API to download a PDF version of a Template
From the API there is no way to download a PDF format of a Template1 vote
Disable latest activity - who has viewed the document
Ability to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity)1 vote
Ability to enable silent flag in Zoho (Notifications)
Ability to enable silent flag in Zoho (Notifications)1 vote
remove the owner from being copied on every notification for all licenses
Remove the owner from being copied on every notification for all licenses2 votes
Allow for a warning message prior to sending when a request for payment is needed but no payment setting turned on.
We are seeing some issues with people sending payment requests with no Payment setting turned on.
Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”1 vote
General HR feedback (explain your HR problem here)
Please submit your feedback related to the HR use case in this idea: explain the problem and what is the impact to the customer, to your team or the business.
[This form is meant for feedback for Product and Product Marketing and does not replace public product idea upvoting]1 vote
Option to remove PDF page break to download the page as a whole
Option to remove PDF page break to download the page as a whole3 votes
report of recipients who haven’t signed and also who have signed documents
be able to download a report of recipients who haven’t signed or signed the documents2 votes
Delete the items associated with the category along with the category in the Catalog
Delete the items associated with the category alongs with the category in the Catalog1 voteIdea · 0 comments · CPQ - Catalog · Admin →
filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status
filtering out the AddOn panel on certain stages in SalesForce to not be able to create documents on something that is in a Closed status2 votes
Button to find all assigned fields
Make it easier to find any fields, especially errant fields.1 vote
Ability to merge document in bundles.
Ability to merge document in bundles.1 vote
option to modify or delete commision number in Notary Stamp
option to modify or delete commission number in Notary Stamp1 vote0 comments · Other · Admin →
quote builder block for cash, card and finance charges
Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.2 votes
multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document2 votes0 comments · Other · Admin →
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