752 results found
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advanced search tool
ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.
5 votes -
Search field for contacts available without clicking magnifying glass
When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.
5 votes -
automatically set document sender: conditional document sender
I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?
5 votes -
Conditionally Bundle Documents
Ability to set conditions to bundle documents
5 votes -
Electronic Document Seal
DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.
5 votes -
Download Trail
A feature to track the users who have downloaded the files in the workspace
5 votes -
Simplify Manual to Complete Status Change
Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)
This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…
5 votes -
Ability to customize or add columns that show under the documents list
Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)
5 votes -
Expand Folder View on the left hand side panel
Have the option to keep folder section in side panel expanded
5 votes -
The search bar is not user friendly
When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.
5 votes -
Document into Folders
Submitted forms thru Template embedding to go to a specific folder.
5 votes -
Ability to regenerate document links
Re-generate links in case you've provided recipients with the wrong one without having to edit the document
5 votes -
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
4 votes -
Conditional signers based on radio button selection
Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.
4 votes -
Reporting metrics on users
The ability for reports to show user data/internal rate, for example:
- First response time - time to respond/open a quote once it has been submitted for approval
- Number of edits - number of edits required on documents before approval
- Time to approve quote from submission to approval - see how long the quote approval process is4 votes -
Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
At the moment, sandbox and live metrics are combined. Would like the sandbox not to affect the true API performance and to include time to close, sent to completed, and other metrics presented.4 votesHi. 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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4 votes
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"Select All" Filter in Reporting
When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.
4 votes -
Shared templates can be moved to the folders
shared templates can be moved to the folders
4 votes -
Ability to choose which recipients receive signature certificate
Ability to choose which recipients on the document receive the signature certificate.
4 votes
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