6930 results found
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Payment options aside from credit card in payment integrations
Ability to use other payment options aside from credit card when payors are trying to pay via the document. Payment options such as Debit, Credit, Bank, and Apple pay or other cardless options.
4 votes -
Importing Product Bundles from CRM
Will allow the user to import Product bundle from the CRM
4 votes -
The option to include NDA to sign for the recipients before they can access the document
The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.
4 votes -
See the recipient's details in the 'document.viewed' webhook.
To have the option for Webhook to expose an IP or recipient details of who viewed the document.
4 votes -
4 votes
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obtain all content blocks and fillable fields from a template and pull it up to another template, via API
obtain all content blocks and fillable fields from a template and pull it up to another template, via API
4 votes -
Ability for table block to have same features as Excel
Ability for Table block in PD to have the same features as Microsoft Excel
4 votes -
download old version of templates/documents without needing to switch to old version in version history
download old versions of templates/documents without switching the document/template to its older version via version history
4 votes -
Pass payment information to Quickbooks
Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.
4 votes -
Ability to set up a condition which hides empty pricing table columns.
Ability to set up a condition which hides empty pricing table columns.
4 votes -
4 votes
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add products from Pipedrive to catalog automatically (sync)
add products from Pipedrive to catalog automatically
4 votes -
Ability to set multiple columns when going through contact documents
i.e the ability to alphabetize documents while also setting the order for the status column
4 votes -
Suggest edits on the Template level
Suggest edits on the Template level
4 votes -
custom variables - to display 2 or more values instead of 1 value only
custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.
For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.
4 votes -
Ability to add links/modify notification message sent to recipients
For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.
4 votes -
Make a copy of the whole folder when sharing folder with workspace
The option to make a copy of the whole folder when sharing a folder with another workspace.
4 votes -
Default dropdown field with the list of countries
Add a default dropdown field with the list of countries
4 votes -
Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
4 votes -
Please add "Electronically signed and dated" to signature box so it appears on the actual document
Please add "Electronically signed and dated" to signature box so it appears on the actual document, many facilities require this feature and the signature certification page is not sufficient for them.
4 votesHi there! 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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