354 results found
-
Variables contain formulas: variable calculations
Calculate variable values based on math and text operations: use other variables, plain text, numbers, pricing table, and quote values to get to a new value.
Some examples would be
1. Generate document name variable based on template name, customer company name, deal value and expiration date.
2. Generate text based on a list of items a customer selects in a form, pricing table, quote or fields.
3. Calculate a downpayment size using document value and a custom multiplier.
4. Generate a new date based on a date in another fields or variable by adding a number of days/months to…112 votes -
Export Field Data into CSV or Excel file
Allow for information put into fields to be exported as a CSV or Excel file.
95 votes -
Set Variable formatting passed from CRM (commas in variables)
Ideal formatting correspondence of the variable to the formatting of the CRM text. Multilining in variable.
93 votes -
Automatic calculations in fields
Automatic calculations in fields (E.G. Document.CreatedDate + 7 Days).
84 votes -
Calculated Variables in Pricing tables
Ability to add variables in columns that are not just plain text so that they can be multiplied.
61 votes -
Automatically download the attachments when opening the files added to collect files field
Automatically download the attachments when opening the files added to collect files field
52 votes -
Send documents with unassigned fields: No need to assign fields
to be able to send the document even with unassigned fields.
48 votes -
Set a character limit in text boxes (fields).
Set a character limit in text boxes (fields).
40 votes -
Mass Download "Collect file" field attachments
It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.
35 votes -
Document sent variable that auto-populates
Hello,
Is it possible to have a "date sent" variable as opposed to a date created?35 votes -
30 votes
-
image as variable
ability to make images as dynamic field or as a variable
29 votes -
Upload multiple files in a single collect files field
Option to upload multiple files in a single collect files field
28 votes -
Ability to right-left align the position of the text within the field
Want to have the ability to align the position of the text within the field.
It needs to work for any text entered by the signer.27 votes -
Unmasked fields in PDF: the finalized PDF version of a doc to show the masked fields unmasked
Save PDF with the unmasked fields.
27 votes -
26 votes
-
Let the customer select optional items in pricing tables without assigning a field
I would like to be able to enable the customer to toggle an optional item in a pricing table without having to add a random field
26 votes -
25 votes
-
Company Stamp Function
Ability to add a "Stamp" to your signature/profile and be reused across documents.
25 votes -
Update role variables
For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)
24 votes
- Don't see your idea?