223 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 -
Option to have a collaborator in forms
Option to have a collaborator in forms
13 votes -
QR code for documents
Custom QR code to our documents for recipients to use.
13 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 -
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 -
Add the ability for admin to have notifications for entire workspace
Add the ability for admin to have notifications for entire workspace
11 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.
10 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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Shared templates are added to the "All templates" folder
Users want to have shared templates in the 'All templates' folder, it isn't convenient for them to have them in 'Shared with me', however, they want to preserve the connection between the master template and the shared one so once a master template is changed the shared copy in "All templates" should be updated too.
10 votes -
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 -
Same day reminder
How can I send a reminder? I see there are reminder settings, but I'd like to send a reminder now.
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 -
Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
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 -
Disable option "send document" via app (leave only share via link)
disable option "send document" via app
(leave only share via link)9 votes
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