6788 results found
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Prevent Fillable Fields from shifting
Prevent fillable fields from shifting once the document is sent to a client or downloaded as a PDF.
The content locking feature doesn't help.18 votes -
18 votes
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disabling all reminders
disabling all reminders at a time
18 votes -
send emails from the Company name
Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name
18 votes -
Text formatting for catalog
At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.
18 votes -
Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
18 votes -
ability to add items to dropdown field in bulk
ability to add items to dropdown field in bulk
18 votes -
Table Design
Option to only highlight certain lines in a table, not the entire border.
18 votes -
[CSV] Pass token/variable data: Ability to put the field values from the CSV file with the completed form/document data into variables
The option to save variables data in CSV file and upload when creating a document from template so the variables are populated.
18 votes -
Recipient: Signature field options
- Add the ability to set different from black signature color.
18 votes -
More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
18 votes -
Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
17 votes -
[Bulk action] Ability to select multiple BLOCKS to move, delete, copy/paste
Add the ability to select multiple content blocks to move, delete, copy/paste them in one go
17 votes -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
17 votes -
Date field MM/YY - Month/Year formatting option
Ability to use MM/YY formatting for date fields.
17 votes -
Download specific pages of a document
Be able to download a completed document's specific pages, to share separately.
17 votes -
Pabbly Connect
integrate with Pabbly Connect
17 votes -
Use Ticket object to create docs from Hubspot
Should be possible to use ticket object to create docs from Hubspot
17 votes -
Conditional Content Approval
Needs conditional routing, conditional approvals (More advanced than what we have)
When content within a document is edited to remove or edit clauses from the template send for approval to specific group.
17 votes -
Presentation Option: Powerpoint slideshow mode (no scroll)
Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.
17 votes
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