5404 results found
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password expiration for users (prompt to make a new one)
password expiration for users
3 votes -
Add existing document as content block
User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.
3 votes -
Option for Payment window to populate without having to 'Finish' document
Ability for signers to pay without having to finish document
3 votes -
remove the owner from being copied on every notification for all licenses
Remove the owner from being copied on every notification for all licenses
3 votesLindsey Schocke responded
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quote builder block for cash, card and finance charges
Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.
3 votes -
3 votes
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Smart Content: restrict adding more than one condition within one rule
Restrict users from adding more than one condition to the rule within the Smart Content Block.
3 votes -
API Improvement (total value added to this endpoint to reduce API calls)
total value added to this endpoint to reduce API calls
3 votes -
Content Library syncing to multiple workspaces
It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.
3 votes -
Ability for the account owner to restrict members from uploading documents/templates
Ability for the account owner to restrict members from uploading documents/templates
3 votes -
Create a group of content added to one folder in the content library and select in to the Smart content
Create a group of content added to one folder in the content library and select in to the Smart content
3 votes -
add a signature date to the HubSpot deal once the document is signed via Automations
add a signature date to the HubSpot deal once the document is signed via Automations
3 votes -
Ability to rename documents in bulk
We have this license number we have from DPS, its on all the docs we have and it needs to be updated
3 votes -
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column
3 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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change the color of the download button
change the color of the download button for the documents created via API
3 votes -
Table of Contents: Left Side Navigation While Editing
Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?
3 votes -
History view for content library items
History viewer for content library items on which templates/documents they were used.
3 votes -
Disable option to create a new account under specific domain
Disable option to create a new account under specific domain
3 votes -
Improvements to reports and filters and reminders (see description)
I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.
3 votes -
3 votes
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