202 results found
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Bulk send feature for forms similar to the feature for the documents.
Bulk send feature for forms similar to the feature for the documents.
2 votes -
Checklist for Completed Items
Checklist for completed items on a form or document that can be followed by the document owner.
2 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 link below:
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Ability to have optional signatory in forms
Ability to have optional signatory in forms
2 votes -
2 votes
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Ability to fill out form fields (name;last name;email) via extending the URL.
Ability to fill out form fields (name;last name;email) via extending the URL.
2 votes -
Change Form Layout
Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page
2 votes -
instead of having all the forms attached to one it would be separate
I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
So you do not want to have them all within one document but attached somehow to send them altogether?
yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
Like a on boarding…2 votes -
2 votes
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Hide names of assigned roles in Forms
Be able to hide the person's name assigned to roles within forms from other signers.
2 votes -
Add questions before the form
Add questions before the form about recipient to gather data before the recipient begins filling out a form.
2 votes -
2 votes
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2 votes
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Allow phone numbers on the form pop up
Allow phone numbers in the pop up that appears when a form is opened
2 votes -
Add/create tags on forms
Add tags on forms
2 votes -
2 votes
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Customize Forms initial prompts text
We would like the ability to change the descriptive text that appears by default in Forms to adjust the wording. In our case, to be a little softer wording than "start the signing process" for our purposes.
1 vote -
When selecting a product from a Product Box - group all products together to improve the view
When selecting Products on a form, it shows the selections below the box - this can lead to a lot of scrolling if you have multiple product boxes in one form. It would be awesome if all products selected across the whole form could show up in a side box on the page (or something like that), so I can see all products selected for review before creating my quote
1 vote -
Auto and Manual sort of products on Forms and Quotes
Currently when you add a product sku to a form, there is no way to change the order of which those products show on the form. And then that translates to quote.
It would be awesome to be able to sort products manually so I can make sure they show up in a good order for my reps and customers.
1 vote -
Linked fields in Smart Forms.
Linked fields in Smart Forms.
1 vote -
Post-Signing Redirect or Final Page Customization
After a user completes the signing process, the system should either:
Redirect the user to a custom URL, or
Display a customizable final destination page, where additional options, messaging, or actions can be presented.
Benefits:
✅ Improved user experience — Redirecting to a branded thank-you or onboarding page keeps users engaged.
✅ Increased conversion opportunities — Guide users to next steps (e.g., booking a call, downloading a file, visiting a dashboard).
✅ Customization flexibility — Different user types or workflows can be directed to different pages or tailored messages.
Optional Enhancement:
Allow users to edit or confirm final details (e.g.,…1 vote
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