7152 results found
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Field with tokens (like Ev1)
Be able to put Tokens in Fields. For example, we may need the client to enter their company name in a Field but we also use it as a Token. It would be good to have the Token pre-populate the Fields (we pull with Zapier).
19 votes -
Drop-down field to select several options
Drop-down field with the possibility of selecting several options.
19 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.
19 votes -
Enlarge Signature Field via Mobile app
Would like to enlarge the signature field to easily draw signatures when sending document to clients.
18 votes -
Ability to pick/change colors of fillable fields (customization, branding, etc.)
This idea is for use cases not addressed by the new color palette for fillable fields (distinct colors for each recipient and distinguishability for individuals with color blindness).
18 votes -
Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
18 votes -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
18 votes -
Automations based on Forms
Automations based on Forms
18 votes -
Option to use custom variable/variable on pricing table
- Will allow the sender to add custom variable on the Pricing table
18 votes -
Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes -
Option to remove PDF page break to download the page as a whole
Option to remove PDF page break to download the page as a whole
18 votes -
Conditional logic for Qoute Builder
Will allow the user to set conditional logic for Qoute builder
18 votes -
Conditional fields: 'Hide these fields' option along with 'Show these fields'
The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.
At the moment we have the following parameters:
When Checkbox1 is checked
Then 'Show these fields'However, the customer would like to have another option - 'Hide these fields'.
18 votes -
Option to switch off "User joined workspace" notification for Admin users
Option to switch off "User joined workspace" notification for Admin users
18 votes -
Default Saved Message: automatically choose a saved message for a document
Ability to set a default saved message
18 votes -
Set Document Value thru API
It's possible to generate pricing tables via API which in turn set the document value, but in our use case, they're not utilized 100% of the time. In these instances, it would be helpful to set the document value directly via API.
{
...
document_value: 123456,
...
}18 votes -
Add documents to a bundle
Currently you can only add a template but this does not work when wanting to join together two existing documents. I want to be able to build a bundle by selecting any pre-existing document
18 votes -
More comprehensive pricing table design settings
Have pricing table global design settings (section header typography, text typography, description typography) also available in design settings of a single pricing table
18 votes -
Use Ticket object to create docs from Hubspot
Should be possible to use ticket object to create docs from Hubspot
18 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.
18 votes
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