6931 results found
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Charts for Reporting
Graphical representation reporting - pie charts and other visuals
5 votes -
Profit Margin in Reporting
Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.
5 votes -
5 votes
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Sync document value with custom payment amount
Update document value when set up a custom payment amount in the payment block.
5 votes -
Setting specific renewal date manually
It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.
5 votes -
Redlining: ability to enable / disable suggestions for certain recipients only.
Ability to enable suggestions for certain recipients only.
5 votes -
Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document
Option to track who the link was shared to when a recipient forwards a document link
5 votes -
5 votes
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Smart content: list of variables
If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.
5 votes -
Manage integrations via Integrately
To have the option to directly manage integrations via Integrately.
5 votes -
Option to sync Hubspot Deal amount to Document value without the use of pricing table
Option to sync Deal amount to Document value with out the use of pricing table
5 votes -
adjust the signed pdf name of the completed document
once the document is completed and the recipient receive a signed pdf copy,
I want the system to automatically add "signed" to the doc file name5 votes -
Accept Variables with Blank Value in Smart Content
The functionality to see a variable has a value or is blank within a smart content block
5 votes -
Pricing table summary reorder columns (or support RTL). Reorder columns in the pricing table total section.
One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.
5 votes -
Generate links for documents in bulk, generate and send via links for bulk send
Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.
5 votes -
checks with Quickbooks
collect checks with Quickbooks
5 votes -
Option to support 3rd party digital signatures
Option to support 3rd party digital signatures
5 votes -
Option to change the document owner once a document is generated from CRM
Option to change the document owner once a document is generated from CRM.
- Will allow the creator of the account to choose the owner of the document once creted from CRM
5 votes -
The ability to separate documents in a bundle to be totally separate document.
Remove a document from a bundle and make it a totally separate document without having to use the content library.
5 votes -
5 votes
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