539 results found
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2 votes
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Complete a conditional field (as a Signature), before being able to download an attachment
Hi, I'd like to create a receipt that has to be signed before downloading an attachment. This way, the recipient wouldn't be able to see this attachments unless he completes the receipt.
2 votes -
Editor fields navigation
Allow to navigate through the fields in document draft/templ
2 votes -
Include custom fields when adding a new item
When a new catalog item is added manually, allow the previously imported custom fields to be visible within the template when creating them individually.
2 votes -
lists and spaces in variables
ability to add lists and spaces in variables
2 votes -
Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables
Right now, we can only have one price field come over from CRM, would like to have two, as we quote two different ways, sometimes we like to define the discount as a lump sum, and sometimes we like to do it as a line item discount. We can't have two different templates now as the data variable only comes over after the document is generated (would like to avoid requiring the user to add a column to the table as they don't always know which one is correct.)
2 votes -
2 votes
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Partially mask fields
Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.
2 votes -
Field placeholders outside of text fields
Move placeholder text outside of the field
2 votes -
can't finalize document without filling at lest 1 field (optional)
If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated
2 votes -
2 votes
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2 votes
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map pricing table footer items to CRM fields
Make pricing table footer fields available for custom mapping
2 votes -
2 votes
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2 votes
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Customization of products
I sell products that have a 90% customization rate and I really need to be able to have required, fillable fields within the actual product descriptions as they appear on my pricing tables and quote builders. If not that, literally ANY functionality that allows for product customization within templates without having to reformat and add new fields every single time I create a document would be a significant improvement over the current state of catalog product flexibility. (Please note that my organization has explored custom fields, variables etc. to their full capacities and have been unable to resolve our issue…
1 vote -
Mandatory Completion of Smart Block
It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?
1 vote -
Scheduled Fields
Add a condition or schedule to when the fields need to be completed.
''I have a page that has two signature and date blocks. One is to be signed and dated before project started. The 2nd to be signed and dated after project completion. ''
1 vote -
Redirect button/field to a webpage
Ability to add a button/field to the document that goes to a web page
1 vote -
Pricing Tables: option for the recipient to select payment terms
We love the idea that a client can select a variety of Products, and the pricing table can accommodate it. We want to add a feature that a client can also select payment terms which potentially could influence price.
For the time being, we have added this set of radio buttons and an invitation to get in touch.
1 vote
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