6460 results found
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Ability to delete a chat message on the template level.
Ability to delete a chat message on the template level.
2 votes -
Add Divider as a Component
For now there are no possibility to add responsive divider (just line - continuous, intermittent or dotted) that will visually divide different content blocks from each other horizontally or vertically. For now it possible to add horizontal divider with hack - create text field and put as much underscores (or dashes) as you need/want. But potentially such solution could brake alignment and position of other content block in document on exporting to Word (or any other external format) or rendering PDF.
2 votes -
image library restriction
image library restriction - accessible by Account Owners and users with Admin role only
2 votes -
Update document value if specific radio button is checked
Update document value if specific radio button is checked
2 votes -
add content library to documents using automations
If client input a checkbox into a document or template, use the automation feature to add pages from content library to the document
2 votes -
2 votes
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Automation: send Excel spreadsheet automatically once document reaches Completed status
Automation: send Excel spreadsheet automatically once the document reaches Completed status
2 votes -
2 votes
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The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
2 votes -
option to change "by" for sent documents
option to change "by" for sent documents
2 votes -
Ability to restore deleted images from image library
Ability to restore deleted images from the image library
2 votes -
Salesforce integration - pull multiple related records on a document
It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).
Thank you for your consideration!
2 votes -
Ability to filter documents per signer company name
Ability to filter documents per signer company name
2 votes -
display recipients name on document list
Should easily display the signers name in the My Documents section
I have to hover over the initials to see who the document is for2 votes -
Improve Suggest Edits appcue to be more obvious
Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
It'd be great to have suggest edits be more intuitive and obvious for a recipient.2 votes -
Have a form automatically signed by the publisher when published
Need to embed my contract as a form on my website, and when the client starts the form, I want my signature (Publisher) to already be there.
2 votes -
Styling variables on a document/template
We would like to be able to add specific styles depending on the variable's value. For example, if the risk exists, it should be displayed in red; if the risk does not exist, it should be displayed in green (an example template is attached)
2 votes -
Option to let a recipient choose one of the quotes in a document
Option to let a recipient choose the whole quote if there are any in a document
2 votes -
Salesforce: assign recipients from look-up field to roles
Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce
2 votes -
sending another document based on recipient's chosen product from initial document that was sent
A document will be sent to the recipient; the recipient will choose a product; another document will be sent to the recipient related to the product they had chosen.
2 votes
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