548 results found
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Drag & drop Variables
The variables could also have the option to be placed with drag & drop as content blocks are.
5 votes -
Set a date range for recipients to choose from on date fields
Set a date range for recipients to choose from on date fields
5 votes -
Ability to make radio buttons look like checkboxes.
Set up checkboxes with logic to select at least one for W9 forms.
"Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"
5 votes -
Ability for recipient to circle text, like radio buttons (type of a field)
Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.
5 votes -
Option to retain the values / info on fields once it is duplicated.
Option to retain the info on fields once the document duplicated..
- Will retain the value / info on fields when document is duplicated.
5 votes -
5 votes
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5 votes
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5 votes
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Display all recipients to each recipient
I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.
About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…
5 votes -
Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.5 votes -
5 votes
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A way to remove the optional field indicator
A way to remove the optional indicator signers see when they hover their cursor over an optional field.
5 votes -
5 votes
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Tab through variables before sending them out to the recipient
We need to tab through variables quickly
Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.5 votes -
Dropdown Field w/Fill-In option
It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:
Favorite Color
- blue
- green
- yellow
- red
- ENTER-YOUR-OWN-VALUE -... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.
5 votes -
Functionality for Optional Client Fields
When you have Optional fields on a document that you want a client to complete it displays a blatant "Optional" label. This is a deterrent from having them provide the information. Given they might not have all the information that is highly desired, we do not want to set the fields to Required and have to explain what to do if they don't have that information.
In addition, the "Next" button that guides a person to Required fields, totally skips optional fields. So if there are 10 optional fields, and only the signature is required, clicking Next would jump past…
5 votes -
Document Payment date variable
a variable that autopopulates when the document was paid
5 votes -
An ability to add decimals in the "Numbers only" text field
An ability to add decimals in the "Numbers only" text field
5 votes -
Vertical placement of fields
some documents require a signature on the side of the page however the signature needs to be vertical as opposed to horizontal
5 votes -
"Required" field tag not overlapping text
Re-orient "required" tag for fields so it doesn't overlap text on doc
5 votes
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