192 results found
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Lock document functionality for users
Customer has created custom role for sole purpose of restricting what the users can do with documents sent out, but now they realize that once the document is created from the template they created, they have the ability to change the title of the document and even more detrimental, they can remove FIELDS from the document and then completed documents come back with missing and required information. There should be options within Custom Roles that would limit this ability.
4 votes -
Add another brand within the same workspace
It would be a useful feature to add multiple brands within the Branding Settings in the same workspace. Currently there is only the option to set up one brand.
4 votes -
Allow specifying sender email address with Whitelabeling
The ability to show the sender's specific email address when Whitelabeling is enabled instead of just the organization's custom domain.
4 votes -
Add a message/link to the dashboard
idea to add a message/link to the dashboard for all of our team members to see
4 votes -
Block user trying to get access to workspace
Block user trying to get access to workspace
4 votes -
Option for a user to leave a workspace
Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own
4 votes -
Option to specify CSV column separator in Workspace settings
when working with CSVs (importing data set for Bulk Send, or exporting report), it might get quite problematic when working on operating system, where list separator is not comma.
In central European locales, comma "," is used as decimal separator, therefore semicolon ";" is used as a "List separator".
Therefore when exporting or importing CSV from / to Excel, additional file changes or import wizard are needed.Simple workspace global setting to specify CSV Column separator (comma "," or semicolon ";" or tab "\t") may fix many issues.
Thank you4 votes -
Ability to delete logo
Ability to delete logo
4 votes -
Export sections of a document
Export sections of a document instead of the whole document
4 votes -
Better toggling between workspaces
They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.
4 votes -
Notification for template editing
Send a notification to the team once the template is updated/edited
4 votes -
remove the owner from being copied on every notification for all licenses
Remove the owner from being copied on every notification for all licenses
3 votes -
The ability to sign up with any email not only a business email with the custom domain
When you sign up, you can use any email not only the business email with the custom domain.
3 votes -
3 votes
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Ability to set up a deadline for payment or payment reminder.
Ability to set up a deadline for payment or payment reminder.
3 votes -
Save all shared templates to different workspace in bulk
You can share entire folders to a different workspace, but you can't save the entire folder to the new workspace. You have to save each individual file within the folder. Please enable users to save folders to new workspace.
3 votes -
ability to lock the permission to change description to the products for users in catalog
ability to lock the permission to change description to the products for users in catalog
3 votes -
Option to hide "resolved suggestions" in sent status
Use case: signer 2 is not able to see suggestions made by signer 1
Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).3 votes -
3 votes
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3 votes
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