6974 results found
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More options to add videos
More options/ways to add videos. Embedding options
15 votes -
[Quote Builder] Transfer data functionality
Being able to use Quote Builder with Transfer Data functionality.
14 votes -
Conditional approvals based on the Sender
Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.
14 votes -
Ability to create custom automations on the document level
Right now the automations are from the template level, which means you can't customize the documents in each automation based on the client. This causes automations to be useless for those who need to customize the docs. I suggest introducing document-level automations in order to build the docs you need then set up an automation based on those.
14 votes -
Option for Email Aliases
Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.
14 votes -
14 votes
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[Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies
Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages
14 votes -
tiered pricing, (as opposed to volume pricing)
Tiered pricing, but the price for the first items is set regardless of quantity. For example, if the price of an item is $750 for the first 5 and $600 for any items after, if an order of 20 items is placed, the price would be
5 x $750 + 15 x $600, instead of 20 x $600.14 votes -
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
14 votes -
Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level
The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.
14 votes -
Option to switch off "User joined workspace" notification for Admin users
Option to switch off "User joined workspace" notification for Admin users
14 votes -
Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters14 votes -
Active Campaign: Ability to use tokens
Pull in info via tokens with Active Campaign integration
14 votes -
Split pricing table
Split pricing table
14 votes -
14 votes
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Option for the sender to resend the document to the recipient who did not recieve the document
Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.
14 votes -
Expiration date for published forms
Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)
14 votes -
Replace source file for Forms [Workaround in comments]
For example, the client has a Form with 100+ fields and doesn’t want to replace the fields if needed to update the underlying pdf
14 votes -
14 votes
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edit sent documents via mobile app
edit sent documents via mobile app
14 votes
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