714 results found
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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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2 votes
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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 -
Apply text settings to the whole column
Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)
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 -
2 votes
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2 votes
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2 votes
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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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propagate share permissions
When i share a user with a folder, it should automatically propogate that change to all the child folders. I need to share a folder with our lawyers and it doesn't seem there is any way to do this. This seems like a very basic behavior?
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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