293 results found
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Inform users about changes and updates in product before making them
Inform about changes and updates in product
4 votes -
Send reports via email: Option to send leaderboard reports via email on a recurring basis.
Option to send leaderboard reports via email on a recurring basis.
4 votes -
disable email forwarding
ability to disable document forwarding for public view.
4 votes -
bulk send delivery report
After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc
4 votes -
4 votes
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Tax Update
Hello,
One of new updates was in regard to the tax section located on our purchase agreements.
We noticed that now instead of updating the tax rates on the side column like in the classic editor version.The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.
Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?
4 votes -
Shorten URL Link
We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.
4 votes -
Quality of the uploaded PDF
PDF upload improvements so the quality stays the same.
4 votes -
4 votes
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Support SMTP servers
I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.
Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?
4 votes -
Bulk Send: Retract a bulk send batch with errors easily
Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).
4 votes -
Remove signer from the signing order
Remove signer from the signing order.
4 votes -
Push contacts birth dates & custom fields from Company
At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot
4 votes -
4 votes
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live web document without having to assign 'Role
live web document without having to assign 'Role'
4 votes -
Export Contacts who have not completed documents sent to them
To export the contact info for all contacts that have been sent a document to sign but have not signed.
3 votes -
3 votes
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Enlarge uploaded signature
Enlarge uploaded signature after the signature has been attached.
3 votes -
Select Multiple Contacts and add them to a Document
Be able to select multiple contacts and add them to a document while autofilling their email, phone number, name, address that has been added to the created document.
3 votes -
more options to sort document
categorize the documents in the completed category so that they are organized based on document type or degree of processing
3 votes
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