519 results found
-
Use role variables to auto-populate information on the document but exclude the recipient from the document
I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.
1 voteHi,
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:
-
Autofill with custom date (more than 365)
Allow more than 365 days to autofill date field
1 vote -
1 vote
-
Editable dropdown for the recipient
Option for the recipient to adjust values in the dropdown as well as select the option
1 vote -
Being able to restrict editing some variables
I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.
1 vote -
automatically place fillable fields
automatically place fillable fields in documents and templates without drag and drop option
1 vote -
View a list of all unused variables within the account
View a list of all unused variables within the account
1 vote -
Ability to use line items from CRM as a variable
Ability to use line items from CRM as a variable for smart content.
1 vote -
1 vote
-
Conceal cents on document value variable
Customer would like to have the choice to conceal the cents in the document value variable.
1 vote -
Disabling Multiline text
Option to remove or disabling Multiline text
1 vote -
1 vote
-
1 vote
-
variable with equation
Customer would like a variable that is capable of mathematical equation like the pricing table,
1 vote -
Swap multiple fields at once
The ability to change multiple fields to a different type in one go. (currently, the auto-placement of fields feature adds text fields for spaces where date is needed)
1 vote -
Option to set logic for how the fields are copied
When duplicating fields, sometimes they appear below the original field, while other times they appear above it. It would be great if the copied fields didn't jump up into an area that is already populated.
1 vote -
Check box requiring signature
to put a check box on a form, that when the check box is selected, it will require a signature.
1 vote -
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 -
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
- Don't see your idea?