225 results found
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Disable collaborator button.
Give option for admins to disable the collaborator button.
14 votes -
Share a document link without adding a recipient's email
My client does not have an email address. Is there any way I can send her a link for her to sign?
14 votes -
Send completed PDF option without notification
Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).
13 votes -
13 votes
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Option to have a collaborator in forms
Option to have a collaborator in forms
12 votes -
ability to migrate/transfer image library from one workspace to another (EASILY)
Would like the ability to move image library from one workspace to another easily.
They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.12 votes -
Notifications for the "collaborator"
When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.
12 votes -
QR code for documents
Custom QR code to our documents for recipients to use.
11 votes -
Add the ability for admin to have notifications for entire workspace
Add the ability for admin to have notifications for entire workspace
11 votes -
10 votes
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add collaborator through API while creating a document
add collaborator through API while creating a document
10 votes -
10 votes
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Renewal Reminder Customised Message
It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.
Perhaps an addition to this area?
10 votes -
email reminder notification to my customers at least 30 days or so prior to their contract renewal date.
email reminder notification to my customers at least 30 days or so prior to their contract renewal date.
10 votes -
Transfer content between accounts: Option to transfer document /template/Library items to other account.
Option to transfer document /template/Library items to other account.
9 votes -
Granular Notification Settings for Forms initiators and workflow receipients
Currently, for a user completing a form, they will automatically receive 2 email notifications: 1 for that they've completed the form (but the language is confusing) and 1 when the form is complete. These messages are confusing to an end user who has the experience of completing a form and does not expect any further action.
Could notifications be turned on or off in by User? Where the roles are defined, could there be an additional choice to have them select email notifications when 1. Their part is complete 2. When the document is completed by all?
If this is…
9 votes -
ability to copy and paste line items
the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.
9 votes -
Collaborate on Content Library Items (inline commenting and chat on Content Library items)
Allow users to invite Collaborators, do inline commenting, and chat, on Content Library items
9 votes -
street address validation
Validation that the address is a confirmed street address
9 votes -
Send notification to recipient for declined document
The ability to send declined document notifications to CC'd recipients as well.
Scenario: At the moment, it is important that we let the CC'd recipient know as we are setting up an integration via Zapier so after the document is created from a template it goes to the right recipients and order, but the person generating this document is not the account holder but the person who is CC'd into the document.
9 votes
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