7129 results found
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1 vote
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Annotate documents to provide status information
When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.
1 vote -
Canopy
Customer would like the Canopy to be integrated to PD
1 vote -
Use different types of bullet points in the same table block
Use different types of bullet points in the same table block
1 vote -
Indent bullet points inside of table
Indent bullet points inside of table
1 vote -
Mobile app: signing order
Option to set up signing order in mobile app
1 vote -
Automatically remove an empty row from the table
Customer would like to automatically remove any empty row in the table when he export data from an excel.
1 vote -
Separate files when downloading through automation
Customer would like to download the document via automation in separate PDF files when the document is in bundled.
1 vote -
Account objects in Freshsales
Account objects in Freshsales
1 vote -
Ability to use line items from CRM as a variable
Ability to use line items from CRM as a variable for smart content.
1 vote -
Ablity to edit font size in quotes
Ability to edit font size in quotes after CRM data merge
1 vote -
Create a link via Smart Content
will alloe the user to add link in a paragraph let’s say “Click here” after a sequence of text and on click of it we can have them navigated to a different page.
1 vote -
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
1 vote -
Paste content directly to the document from external source
Customer would like to have the ability to paste a content like image or screenshot directly to the document without using image block
1 vote -
search bundled documents
Unlock functionality to be able to search document titles or information within bundled documents
1 vote -
QES: disable for whole account
Option to disable QES for the whole account and all workspaces at once
1 vote -
Conditional logic for Signer
- Once the 1st signer signed the 2nd signer will be required to sign.
1 vote -
Document and signature forwarding can be assigned to multiple signers
The customer wishes to have the capability for the temporary signer to utilize the document and signature forwarding feature to assign each field to multiple signers
1 vote -
Ability to remove data in multiple fields at once
Ability to remove data in multiple fields at once
1 vote -
Template & Content Library - Ability to set rules or automate giving direction or order to the person creating it.
I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)
1 vote
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