6446 results found
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Hubspot workflow
Any plans for Hubspot Workflow?
47 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Option to define the template which document was created from
Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).
47 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap.Â
However, if you need the info regarding which template your document was created from, please feel free to reach out to our Support team!
Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.
Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.
45 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Customize signature certificate design
Option to add approval info to the signature certificate, for example, "Read and approved"
45 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Ability to add payment processing fees
Allow to add payment fees to the payment integration, for example 2% for card payments
45 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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More connection between workspaces: Design options, themes, settings shared between workspaces
- themes and fonts available and shared across all workspaces
- swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
- shared settings for all the workspaces to better manage the account
45 votes -
Send a document after document completion
send a follow-up email/document after document completion
45 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, documents can be automatically sent after document completion with the use of our automations.
We hope this releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap. -
45 votes
Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.
At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.
However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.
If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.
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Permissions for folders: hide some folders from users / restrict account users from seeing specific folders
Would like to set permissions (create inside, move, delete) for individual folders (including root folder).
45 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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45 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Ability to pull contact tokens from Hubspot deal
Contact tokens are not available when creating the document from a HubSpot deal.
45 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Selective Notification Options For Different Documents (Disable completed document notifications on specific documents)
Selective notification options for different documents... It would be great if there was a way to turn off notifications for just one type of document. For example, I would like to receive notifications for individual documents that I create, but not for every single form response that I get...
44 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Recipients to be able to edit pricing table: Allow recipients to set custom payment amount (or donation).
Columns that the recipient will be able to edit (or put any info - not only QTY).
44 votesHi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Hide some pages from one of the signers / recipients
Hide some pages from one of the signers
43 votesHi.Â
We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Allow for KBA: Knowledge Based Authentication
Allow for KBA: Knowledge Based Authentication
43 votesHey there 👋 Big news – we've started the development of a new verification method: knowledge-based authentication. We're aiming to roll out early access by the end of Q2, so mark your calendars!
Got any questions or suggestions? Just shoot a message.
Igor, Product Team
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Pricing Table - set up Default Tax: Tax calculations
Ability to set up default tax for the pricing table
43 votesHi,Â
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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Make the Finish button more clear
Recipients often do not notice the Finish button after signing docs.
43 votes -
[Reporting] Activity reporting/log per user (Last login date in Settings->Billing->Users)
Activity reporting per user as to when the user logged in/logged out of the system
43 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Set a Saved Message on the template level
Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message
42 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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42 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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