581 results found
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3 votes
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3 votes
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change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no
change API response for uploaded ev2 document creation when fields are not properly mapped. Users still get 201 created response despite no new docs in their document list
3 votes -
3 votes
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Pass Pipedrive Contacts variables to Pipedrive Deal variable
cross-reference Pipedrive Contacts variables to Pipedrive Deal variable so that the contact variables will also be available when creating a document in deals
2 votes -
Ability to include CRM variables into reports
Ability to include CRM variables as column options into reports
2 votes -
Checkbox field: Design and color options to make it more visible
Option to change checkbox colors from default gray to more vibrant, visible colors for better visibility and user experience.
2 votes -
Refresh feature to populate role variables of recipients after document was created
When a document is created without a recipient assigned to a role, the role variables remain empty. However, if a recipient is added later, they are not auto-filled with the information connected to that recipient.
2 votes -
Text Block Visibility Based on Empty Variables
Ability to hide text blocks (not just variables) if the associated CRM-mapped variable is empty, to avoid showing incomplete or blank fields in client-facing documents.
2 votes -
System Variable for Document Renewal Date
Add a system variable that automatically populates the document renewal date.
2 votes -
Collect fiels field: setup file type
To select only certain file types that can be uploaded in forms. We want customers to only upload .doc files for example, not pdf or jpg
2 votes -
Bulk Update Date Field Settings Across All Templates/documents
Ability to Bulk Update Date Field Settings Across All Templates/documents
2 votes -
Filter documents based on Hubspot properties
I need to filter the documents by Hubspot properties
2 votes -
HubSpot: Checkbox field is based on the HubSpot Selection
If the value in the HubSpot Field is Yes, the checkbox is checked.
https://share.vidyard.com/watch/1AedhdQaSstgXNmX8XJNm12 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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Option to hide text or other fields to a specific role
To have the option to hide text fields for a specific document role. For example, show specific fields only to the Signer role first. After the document is signed, the Receiver role will see these fields.
2 votes -
Prevent duplicate data entry in fields
Set up a cell phone field in a template that requires the number to be unique and not match the value of another telephone field within the same template
2 votes -
Option to automatically update variables based on the selected product
I have enabled recipients to select an item to purchase. If selected their monthly price will increase. I've created a variable called "Monthly Price", and im wondering if I can assign that variable to specific items in the pricing table so the "Monthly Price" will change upon selection.
2 votes -
[Smart content] Show full variable name in the list
Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name
2 votes -
variable that will display the document currency on the document
a variable that would allow us to display the document currency on the document
2 votes -
Fillable Fields: Ability to set a conditional rule for Initials
Have the ability to set a conditional rule for Initials so when the recipient chooses to put their initials on 1 field, they can't put it on the other.
2 votes
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