7254 results found
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Separate documents from the bundle after partial signing one of the documents in a bundle
Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.
2 votes -
2 votes
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Show Workspace ID in document details endpoint
Show workspace ID to the response of Get document details call
2 votes -
Google Analytics
Google analytics integration.
2 votes -
Multi-team approval workflow
As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.
2 votes -
2 votes
Hi. 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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Report on any document that I am a signer
I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.
2 votes -
Presentation mode: clickable Table of contents
Option to have clickable TOC in presentation mode
2 votes -
Change the default screen for creating a document: Make My templates a default page when creating documents
Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:
2 votes -
Preset a telephone national prefix code by default in the recipient verification
Add the possibility to preset a telephone national prefix code by default (working in Italy we almost always use +39 and it is inconvenient to have to enter it every time in the Recipient setting, for the recipient verification and in the customer card), with the possibility of changing it directly on the document if necessary.
2 votes -
Condensed version of documents
A condensed version of the document. For example, internally the client needs only about 3 pages of the 12-14.
Let's say there is a document with 18 pages. A lot of which is marketing and not a specific agreement. Therefore once signed, we only need page 10 once signed. Also, internal finance and logistics departments only need page 10 as well. Therefore, once signed, 2 PDFs are needed: one complete and one, 1 page.
2 votes -
In the template editor, have a visual cue for if a field is optional or required.
Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.
2 votes -
Link a document to Authorize.net payment
Option to link a document to Authorize,net payment
2 votes -
2 votes
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Bulk Send: Download CSV with variable in document order
To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.
2 votes -
2 votes
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There should be an option online to change the subscription plan to Free eSign plan.
There should be an option online to change the subscription plan to Free eSign plan.
2 votes -
2 votes
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Ability to fill out form fields (name;last name;email) via extending the URL.
Ability to fill out form fields (name;last name;email) via extending the URL.
2 votes -
Bulk Edit Content Library Items
I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.
2 votes
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