6888 results found
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Disabling forwarding feature via API.
The ability to disable the forwarding feature via API for all the existing documents and all to come.
3 votes -
making corrections on signed document
Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields
3 votes -
Make an Attachment that will have the recipients open and acknowledge.
Make an Attachment that will have the recipients open and acknowledge.
3 votes -
Document analytics for content blocks - marketing
Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.
3 votes -
Pricing table "enable quantity editing" set as required field
Pricing table "enable quantity editing" set as required field
3 votes -
EV2 upload pdf within content blocks
Would like to upload a “pdf” in the middle of content blocks without converting into a jpg
3 votes -
3 votes
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Use workflow trigger from Hubspot to update deal status once a document has been signed
Use workflow trigger from Hubspot to update deal status once a document has been signed
3 votes -
single row table
A single row table would be very helpfull for a sum on a quate
3 votes -
Recipient names can be set by other recipients
You can send documents to a recipient, and they can set the other recipient names/emails
3 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
3 votes -
make template inactive
- there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
3 votes -
Zoho Inventory
Integration with Zoho Inventory
3 votes -
ability to move field menu / hide tool box
While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.
3 votes -
Free Agent integration
Be able to link with Free Agent
3 votes -
can the Fee column be automated from the catalog
can the Fee column be automated from the catalog
3 votes -
3 votes
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attachment location
Would like a separate section for attachment instead of the audit trail. Billing does not know to look in the audit trail to find the signed agreement after it's been uploaded and changed manually to completed.
3 votes -
Master license list for admin
It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.
3 votes -
"Save for later" option on Documents/Forms
It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"
3 votes
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