7161 results found
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HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field
HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field
1 vote -
Notification alert when an integration is not working
Notify account owner when an integration is not working.
1 vote -
Count of the number of fields assigned to recipients
The option to see how many fields were assigned to a specific recipient.
1 vote -
generate a link to the document from CRM
generate a link to the document from CRM
1 vote -
Ability to adjust some products within the pricing table so they are visible, but are not calculated.
Ability to adjust some products within the pricing table so they are visible, but are not calculated.
1 vote -
Disable 'Created by me' filter in document list
Remove some default filters in the document list.
"We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."
1 vote -
Option to hide columns in the pricing table once sent only
- will allow the user to hide specific column on the pricing table once sent only but the column is unhide on sender's view
1 vote -
contract negotiation - "request review" button on the sender side.
Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).
I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…
1 vote -
1 vote
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Product Catalog - Ability to modify ElastiSearch
Ability to modify Elastisearch especially if missed the first 2 starting characters wherein the system is not looking it up.
1 vote -
Form Capability - Drop down menu for recipient options
when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?
1 vote -
Automatically tick a checkbox if it is chosen from the conditional dropbox
Automatically tick a checkbox if it is chosen from the conditional dropbox
1 vote -
the possibility to choose what should be added to the total in quote builder
the possibility to choose what should be added total in quote builder
1 vote -
Save eForm to content library
Save eForm to content library
1 vote -
Pass custom product fields into pricing table on Template instead of Document using Salesforce
The ability to pass custom product fields into a pricing table on a Template instead of a Document using Salesforce
1 vote -
SSO interface
Client is requesting that we create an interface to help clients configure their SSO
1 vote -
Include template name in the audit trail
It would be good if the template name that was used could be included in the audit trail
1 vote -
Download 2 separate PDFs
I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files
1 vote -
Ability to set up recurring payments on template level without using product catalog
Ability to use recurring payments on template level (so all documents will inherit that recurring payments setting) without using product catalog
1 vote -
Check box
Ability to add a checkbox without the need to assigning a role.
1 vote
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