421 results found
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Card details field: make address required
Option to make address required when the client puts the credit card info into Card details field
1 vote -
Want to send out employment contracts in bulk, but need document.value available in bulk send.
It would be really great to be alto to upload the Document.Value variable with a bulk send. We use that in our contracts to easily see the value of the contracts in the dashboard.
1 vote -
Check box additional settings
Even though field was not required signers should not be able to complete the document.
1 vote -
Add camera facility for the 'collect files' field
Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field
1 voteLindsey Schocke responded
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Keyboard shortcuts to fill in fillable fields
Keyboard shortcuts to fill in fillable fields
1 vote -
Upload fields not publicly available
Hi there,
I was quite shocked when I recently discovered that upload fields upload the document to a publicly available link.
I don't feel this is very secure. Could you add a setting to require sign on in order to see the file? or a password?
1 vote -
Option to create a time slot variable or fillable field (format 8:30 AM - 4:30 PM)
Option to create a time slot variable or field (format 8:30 AM - 4:30 PM)
1 voteValeryia Baranava responded
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Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM
Option to attached uploaded items on the document to the CRM.
- Will include attached item in document when link to CRM.
1 vote -
1 vote
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Verbal signature
We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.
NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.
"Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."
1 vote -
autosizing font in fillable fields
Ability for font to decrease in size if needed to fit into a fillable field
1 vote -
Pass info from a form response and transfer them into a template via variables.
Option to transfer field info to the template aside from variables and pricing table.
- Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
1 vote -
Ability to edit drop down options in a template
You should have the ability to edit existing text in a drop down menu options of a template. I duplicated a template and have basic edits on dates/information but the bulk of the text will be remaining the same. The current capabilities allow me to add or remove new options but if I want to edit the text of an existing option, I need to retype out the entire text. This seems like a simple fix and would greatly improve the efficiency of creating templates with minor variable differences.
1 vote -
Add a Weight Field with Subtotal or a Generic Whole Number Field with Subtotal
The addition of a Weight field along with a Subtotal for it would be very beneficial for Logistics work.
1 vote -
1 vote
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No placeholders by default for text fields
Option to have no placeholder for fillable fields (leave blank)
1 vote -
Add the option to make the 'Collect Files' content block inaccessible to clients.
This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.
We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.
1 vote -
1 vote
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1 vote
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Autocorrect of the System Variables
Variable Document.CreatedDate should be auto changed if there are any adjustments to the document after it was created
1 vote
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