7459 results found
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export the template details into a spreadsheet
export the template details into a spreadsheet
4 votes -
The option to include NDA to sign for the recipients before they can access the document
The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.
4 votes -
4 votes
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4 votes
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See the recipient's details in the 'document.viewed' webhook.
To have the option for Webhook to expose an IP or recipient details of who viewed the document.
4 votes -
4 votes
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Additional Functionalities in Inbox
Additional functionalities in the inbox section like moving the received items to a different location
4 votes -
obtain all content blocks and fillable fields from a template and pull it up to another template, via API
obtain all content blocks and fillable fields from a template and pull it up to another template, via API
4 votes -
Ability for table block to have same features as Excel
Ability for Table block in PD to have the same features as Microsoft Excel
4 votes -
Pass payment information to Quickbooks
Pass payment information (CC details) to the customer record in Quickbooks once the payment is made.
4 votes -
Ability to set up a condition which hides empty pricing table columns.
Ability to set up a condition which hides empty pricing table columns.
4 votes -
4 votes
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Salesforce: product description mapping
Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table
4 votes -
Signature block rotation
The client wants to be able to rotate the signature box so he can put it on the side, vertically
4 votes -
Ability to set multiple columns when going through contact documents
i.e the ability to alphabetize documents while also setting the order for the status column
4 votes -
Suggest edits on the Template level
Suggest edits on the Template level
4 votes -
custom variables - to display 2 or more values instead of 1 value only
custom variables - to display 2 or more values instead of 1 value only, while using 1 variable only, across different pages.
For example, am employee being paid a set amount, $100, and on one page there is just one employee. On another page there is two (so, it's $200). On another page it's 3 ($300), and so on. One customer variable, but multiple possibilities.
4 votes -
Make a copy of the whole folder when sharing folder with workspace
The option to make a copy of the whole folder when sharing a folder with another workspace.
4 votes -
Default dropdown field with the list of countries
Add a default dropdown field with the list of countries
4 votes -
Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
4 votes
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