7239 results found

1. change the document status automatically from expired to declined

   change the document status automatically from expired to declined

   3 votes

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   0 comments  ·  Automations  ·  Delete…  ·  Admin →
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2. [Salesforce] option to assign an approver for the document from SF

   I would like to be able to assign an approver (from an approval group or just to a step) on a document created from Salesforce - but I would like to assign this approver automatically based on a field in Salesforce

   3 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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3. Cash App integration for payment option

   Cash App integration

   3 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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4. Quote builder: ability to show vertical lines (borders) in the table view layout

   Ability to show vertical column lines to a quote

   3 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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5. Conditional fields logic for checkboxes

   We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.

   If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.

   We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on a user determined/placed checkbox that will trigger subsequent, identified check boxes as live fields for user input, with typical ‘required’ field dependencies to be able to complete the form built into the configurable conditions.

   If trigger checkbox is ‘=True’, then subsequent checkboxes are live to capture document recipient responses.
   If trigger checkbox is ‘=False’, then subsequent checkboxes are greyed out and unable to receive document recipient input

   We would like to see a conditional formatting rule option on checkboxes that requires the document recipient to provide a '=TRUE' response on at minimum one of a group of multiple, user determined/placed checkboxes (i.e. not all checkbox fields within a doc/temp, just those selected to be associated/grouped into said rule), with optional ‘required’ field dependencies to be able to complete the form built into the configurable conditions.

   If one of the grouped checkboxes is ‘=True’, then document can be completed with remaining checkboxes blank. If all of the grouped checkboxes are ‘=False’, then signer cannot execute.

   We would like… more

   3 votes

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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6. Approval workflow for templates (send template for approval)

   Approval workflow for templates (send template for approval)

   3 votes

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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7. Automatically create a new Room when a new client is added

   When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".

   3 votes

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   0 comments  ·  Rooms  ·  Delete…  ·  Admin →
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8. Document Status Update for Paid Installments

   A document status or indicator on the document when part of the installment has been paid.

   3 votes

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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9. Integration with Flywire

   Payment Integration with Flywire

   3 votes

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   1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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10. Suggest edits on uploaded documents

    Suggest edits on uploaded documents

    3 votes

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    0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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11. Smart Forms Send via text (SMS)
    3 votes

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    1 comment  ·  Forms  ·  Delete…  ·  Admin →
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12. Reporting: show the signature date of each recipient

    Reporting: show the signature date of each recipient

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Unhide cost column by default

    Unhide the cost column by default

    3 votes

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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14. Custom Role - restrict usage of reminders

    Custom Role - restrict usage of reminders

    3 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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15. Decline document button for UI more obvious for recipients

    Make decline document button more obvious in the UI

    3 votes

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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16. PCI Compliance
    3 votes

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    0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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17. Resize Header and Footer

    Have the ability to resize the Header and Footer

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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18. Option to resend a completed document to one of the signers for re-signing

    Option to resend a completed document to one of the signers for re-signing (without editing the document)

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Add cash as a payment option

    Add cash as a payment option

    3 votes

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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20. Viva Wallet integration

    Ability to integrate with Viva Wallet

    3 votes

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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