639 results found
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2 votes
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Show the exact time document status was updated in Analytics (not 15 hours ago, but an accurate time)
See exact date and time of document completion in the web view
2 votes -
Change completed doc name from the editor view
Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.
2 votes -
Tracking documents sent on behalf of
I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.
I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…
2 votes -
2 votes
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2 votes
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Hiding documents from Inbox
Not deleting them
2 votes -
Automatic PDF attachment to email within the Bulk Send feature
Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.
2 votes -
From Completed to Viewed
Change document status from Completed to Viewed manually
2 votes -
mass check documents that are being sent out of bulk to know if any of them differ from the original template
mass check documents that are being sent out of bulk to know if any of them differ from the original template
2 votes -
2 votes
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Total Documents Icon
Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together
2 votes -
Confirmation before sending to added recipient
At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.
2 votes -
HBSC account direct payment
Make payments go to HSBC account directly instead of going through PayPal or Stripe.
2 votes -
2 votes
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Document/PDF pagination
The ability to modify the scaling on a document. i.e when using a scanner, having the ability to modify dimensions from the document level vs from the scanner itself i.e Xerox.
1 vote -
Naming Conventions
It would be great if the final, completed document signed by customers could be saved as a different file name than the template name.
For example, the Template Name is Pacific Solar Contract - [Deal.DealName] because it is customer facing, but when the final, signed PDF is downladed to our server, we would like to name the file yyyy-mm-dd - [Deal.DealName], Signed Contract (with the date being the completed date).
1 vote -
Coloured tags for document management
Allowing colours to be added to tags so that they can stand out visually and provide a quicker way of visually sorting the tags attached to a document
1 vote -
Destination picker option during the making a copy of a template or document.
Feature Description: "Copy to Folder" Selector
Currently, when a user duplicates a template or document, the system automatically places the copy in the root (main) directory. This requires the user to leave their current view, locate the copy, and manually move it to the intended sub-folder.The Destination Picker eliminates these redundant steps by introducing a pop-up modal at the moment of duplication. This allows the user to specify exactly where the new file should live before it is even created.
1 vote -
Ability to add "@-mention" in a document chat once it gets sent out.
Ability to add "@-mention" in a document chat once it gets sent out.
1 vote
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