7238 results found
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Pricing table "enable quantity editing" set as required field
Pricing table "enable quantity editing" set as required field
3 votes -
EV2 upload pdf within content blocks
Would like to upload a “pdf” in the middle of content blocks without converting into a jpg
3 votes -
3 votes
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single row table
A single row table would be very helpfull for a sum on a quate
3 votes -
Recipient names can be set by other recipients
You can send documents to a recipient, and they can set the other recipient names/emails
3 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
3 votes -
make template inactive
- there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
3 votes -
Zoho Inventory
Integration with Zoho Inventory
3 votes -
ability to move field menu / hide tool box
While on a call with a client, inhouse agents are filling out the form before sending it out. Would like the ability to move the field menu because it sometimes gets in the way of what they are reading.
3 votes -
Free Agent integration
Be able to link with Free Agent
3 votes -
can the Fee column be automated from the catalog
can the Fee column be automated from the catalog
3 votes -
3 votes
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[Missing Integration] Native integration with DayForce
DayForce is Ceridian’s unified cloud HCM (Human Capital Management) platform, covering the full employee lifecycle:
HR, payroll, benefits, talent management, scheduling, analytics, and compliance all within one system — powered by real-time data and AI. Ceridian engineers built a native integration with DayForce with key features like template support, streamlined envelope creation with dynamic recipient assignments, and tracking analytics.3 votes -
Master license list for admin
It would be beneficial to have a master license list for admin to see all licensed users in one location rather than having to be in a specific workspace to view the licensed users.
3 votes -
"Save for later" option on Documents/Forms
It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"
3 votes -
Form reminder
Be able to send a reminder to fill out a form.
3 votes -
Delete pages from the App
The functionality of creating a document from a template is very good from the App, but it is not practical if you cannot do simple things like delete sections or pages, or include the value of the proposal. It would be great if you incorporated this kind of functionality.
3 votes -
Label on the pages
It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.
3 votes -
Bi-directional contact fields
It would be great to allow for the following when using document automation fields based on PD Contacts:
If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.
3 votes -
change the mark on the check box from check to "x"
change the mark on the check box from check to "x"
3 votes
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