2991 results found
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Comments on templates
I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.
6 votes -
Specify available quantity for products in pricing table and quote builder
The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count
6 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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Add the recipient's link to the corresponding Salesforce opportunity
Link the recipient signing link to the corresponding Salesforce opportunity
6 votes -
Automations with Hubspot: automatically send document when deal stage changes
When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example
6 votes -
6 votes
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Mark document as Void and resend
Option to add VOID across a document that has already been sent and signed by all parties (and then resend)
6 votes -
6 votes
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Keep the formatting when importing Google Doc
Keep the formatting when importing Google Doc
6 votes -
Document bundling: option to mass update documents/templates
Option to update or edit a template/document and dynamically mass update bundled templates/documents
6 votes -
Salesforce: assign recipients from look-up field to roles
Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce
6 votes -
customize SMS verification
customize SMS verification
6 votes -
Two separate roles with one signer
Customer would like to be able to assign one recipient in two different roles with signing order
6 votes -
Importing your Google contacts (postal address)
Ability to include postal address
6 votes -
When status changed to Completed, generate a draft document
When status changed to Completed, generate a draft document. E.g. when a Quote template is approved, create a draft Invoice to be sent later.
This would be useful for a lot of service-based businesses who invoice after work is complete
6 votes -
6 votes
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Form with Optional Second Signer
Here is a use case for a form with an optional second signer.
Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.
6 votes -
Vertical videos format
Option to add vertical videos to the document and keep it vertical formatting (without greyed out area)
6 votes -
Allow recipient to download as .docx
Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.
6 votes -
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
Add multi-year frequency to the recurring products (i.e. we do offer 2, 5, and 10 year contracts).
6 votes -
ability to adjust page numbering height that is shown in the PDF
ability to adjust page numbering height that is shown in the PDF
6 votes
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