5401 results found
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Expand / Collapse Pricing Table Descriptions
Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.
12 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Avoid the verification process with micro deposit for ACH transactions
The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.
12 votes -
Creating rooms through API
The ability to make rooms utilizing API
11 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Option for recipient to Approve or Decline the document from the email they receive
Option for recipient to approve or decline the document from the email they receive
11 votes -
Enable User Groups for Permissions and Workflow Management
For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.11 votes -
Automatically apply sender signature upon sending
Automatically apply sender signature upon sending
11 votes -
Folder Lock/Hide Option
Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.
11 votes -
Power Automate
Power Automate integration
11 votes -
Ability to set a primary owner of a workspace different than the Account Owner
Ability to set a primary owner of a workspace different than the Account Owner
11 votes -
Integration capabilities with WhatsApp
Integration capabilities with WhatsApp
11 votes -
Integration feature with Zapier to change email subject
Option in zapier to change the email subject went document is sent
11 votes -
Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
11 votes -
Ability to restrict/lock field editing and placement on templates/ documents
Ability to restrict field editing and placement on templates/ documents
11 votes -
[Monday] Recipient mapping
It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.
11 votes -
Auto delegate Signatures & Approvals
Ability to auto delegate any approvals or signatures to another user, for instance whilst I am on annual leave, rather than having to amend all template approval groups, role defaults in place for all templates.
11 votes -
Scheduled payment feature
- Will allow the user to have a schedule payment and will allso allow the recipient to see the schedule of payment
11 votes -
Option to auto-update the documents after updating the template
Have the option to auto-update the documents after updating the template used to create those documents
11 votes -
Role for Recipient Approver
Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.
11 votesLindsey Schocke responded
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Ability to add signature field without assigned recipient.
Ability to add signature field without assigned recipient.
11 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
11 votes
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