3784 results found
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transfer signer to another link after document completion
THe functionality to transfer signers of a form/document to another web page after document completion.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Redirect recipients after document completion -
Email added to the Latest Activity
When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).
2 votes -
Ability to filter documents per signer company name
Ability to filter documents per signer company name
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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"Fill In" option retaining Focus in Unfilled Fields
The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.
2 votes -
MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
2 votes -
2 votes
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Expand scope of condition for approvals beyond document value etc
Expand scope of condition for approvals beyond document value, quote or pricing.
For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc
2 votes -
Recipient group in bulk send
Option to use recipient groups when sending documents via bulk send
2 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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Ability to download JPEG images from Collect files field
We'd like to be able to download the JPEG images from the collect files field.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:
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Ability to name each quote in a document and rename variables for each quote
Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc
2 votes -
Admin to "Create Workspace" not possible
When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.
I hope product can place a banner or a notification message saying that only the main Admin Owner can create
2 votes -
Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
2 votes -
Ability to choose on the template level which pricing table defaults as the document value
Ability to choose on the template level which pricing table defaults as the document value
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Create folders via API
Option to create folders via API
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Salesforce: select owner in Documents Activity Trigger
Option to select the owner of the activity in Documents Activity Trigger in Salesforce (change the "Note Owner" or "Created by" field in the Notes object). Any Notes added to the Opportunity from any document should be created by the user sending out the Document.
2 votes -
[Greenhouse] Take Hiring manager contact information from the Offer object
Take Hiring manager contact information from the Offer object (for now only Candidate is available).
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. You can now map the Hiring Manager and Recruiter objects to the Roles in your templates.Click here to learn more: Connect the Recipient Roles
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2 votes
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Search for documents in the Home Screen
Have the ability to search for a document in one of the home tabs.
2 votes -
2 votes
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(On Quote Builder) Keep terms from being modified after edit
Whenever you edit an item within a quote (via the elipses), it resets the Contract Term field back to unlimited. It would be great if that field remained set.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
