6413 results found
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1 vote
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variables view for ev2
The single tab between the variable entries should be returned for ev2
1 vote -
Document values visible Zendesk Sell
Have the document values be on display in Zendesk Sell integration.
1 vote -
Make Adding Contacts Easier
Make Adding Contacts Easier- When adding a new contact, if you click anywhere on the screen outside of the white box by accident, it exits the screen that you are working on with all the fields and you then have to start entering all details from scratch again. It can be very frustrating.
1 vote -
add attachments for manually completed documents for ev2
Automatically add the attachments to the manually completed docs
Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)1 vote -
1 vote
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1 vote
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Differentiate between internal and external signer
Our contracts are being signed by our clients as well as our management. We would like to be able to differentiate between the internal and external recipients/signers with an additional document status and individual messages for each recipient.
1 vote -
stop the email/reminders on the recipient's end
stop the email/reminders on the recipient's end
1 vote -
JazzHR
Integration with JazzHR
1 vote -
Send document download to other party
A feature to add users who may need to download a completed document that aren't in the signing or sender parties.
1 vote -
Fontawesome icons
Ability to add the Fontawesome icons to documents/template
1 vote -
1 vote
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Reduce steps to "Upload New Document" after the first one.
Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.1 vote -
Option to download signed doc as JPEG
Option to download signed doc as JPEG
1 vote -
1 vote
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Daylite CRM
Native integration with Daylite CRM
1 vote -
Alert when the document's name already exist on the account
system to detect that a quote name already exists, so it gives us an alert or something
1 vote -
No placeholders by default for text fields
Option to have no placeholder for fillable fields (leave blank)
1 vote -
Add the option to make the 'Collect Files' content block inaccessible to clients.
This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.
We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.
1 vote
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