7660 results found

1. Option to setup default sequence to all documents

   The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence

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   1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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2. Autosize aspect ratio of drawn signature to fill size of signature box

   When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our contract signature block. Ideally it would work like Adobe Sign where if you digitally draw your signature, the resulting image is auto-scaled to fit the size of the signature box. I have shared a digitally drawn signature vs a typed signature in the same size signature box.

   When a person signs a document and they choose to digitally draw their signature in the box (versus type and use the default font), the resulting image does not auto-size to fit the size of the signature box. It comes out so small it doesn't even look like a signature. In speaking with PD support, it was recommended to me to make the size of the signature box extra large so that when someone chooses to digitally draw their signature, it will come out a little larger. For us to enlarge the signature box, we now have to redesign our… more

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   1 comment  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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3. Shared templates can be moved to the folders

   shared templates can be moved to the folders

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Option to disable the document forwarded notification for the Sender

   Option to disable the document forwarded notification for the Sender.
   Settings > Notifications does not have a way to enable or disable this notification.

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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5. Mobile app - user filter in Dashboard

   Mobile app - user filter in Dashboard

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   0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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6. Attachment documents mentioned on the Signature Certificate

   Attachments (T&C, Licenses overview, etc) are always sent with contracts, as per Deutch laws they need this information to appear on the Signature Certificate (attachment name) to validate that the recipient has accepted the full package of files they have received.

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   0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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7. Ability to use the collect card details field in relation to Chargify/Maxio

   Ability to use the collect card details field in relation to Chargify/Maxio.
   Currently, you can only use this field with Stripe.

   4 votes

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   0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Allow user role changes for more than one member at a time

   Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

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   1 comment  ·  Usability Improvements  ·  Delete…  ·  Admin →
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9. Users' activity: determine the documents to which a Collaborator collaborates

   How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

   I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

   The only 2 "bad" options I've considered are as follows:
   delete the user and transfer the accesses to me, then I'll know what they were (I assume). A bit aggressive an approach I'm afraid, especially if accesses were still required.
   ask the users to go check the "shared with me" section and report to me the contents. A bit uncomfortable an approach I'm afraid, especially if the collaborator is a client.

   Similarly with standard licenses it would help to see the latest contributions of a given user to evaluate how active they are. And why not maybe sort users by their amount of activity, for licenses management purposes? I know the dashboard has a similar activity scoreboard but for "most closed documents" or something like that.

   Final thoughts: for each license / user it would be helpful to see the date they were added to the platform and by who they were invited (if they were invited).

   Note that my point of view is admin; I've read about what an account owner sees in the billing section and so far I think my comments remain relevant, but I may have missed something.

   How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

   I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

   The only 2 "bad" options I've considered are as follows:
   delete the user… more

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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10. Ability to choose which recipients receive signature certificate

    Ability to choose which recipients on the document receive the signature certificate.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. Upload Documents to Rooms

    Ability to let Recipients upload documents to a Room

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    1 comment  ·  Rooms  ·  Delete…  ·  Admin →
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12. Link signature fields via field ID to auto-populate across the document.

    Ability for users to link signature fields

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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13. Saved Messages in Bulk Send

    Ability to pull the saved messages in bulk send feature

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Template Thumbnails (embedding)

    Add a way to pull a thumbnail/preview of a template or document to display in embedded scenario.
    Could also be applied to Documents (similar request earlier from Apploi). This should also work for Template Revisions (separate request)

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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15. Product bundle: automatic update

    Option to update products within the bundle in the template's pricing table or quote builder when the Catalog is updated via CSV.
    For now, only regular products are updated in template.

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    2 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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16. Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Update document value if specific radio button is checked

    Update document value if specific radio button is checked

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    0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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18. Option to request payment before sending a document
    4 votes

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    1 comment  ·  Quote to Cash  ·  Delete…  ·  Admin →
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19. Adjust the size of the background image manually
    4 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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20. Salesforce integration - pull multiple related records on a document

    It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).

    Thank you for your consideration!

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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