7381 results found
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Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
7 votes -
7 votes
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Quote builder: pull products from CRM when quote builder is added via Smart content
Option to populate products in Quote Builder within Smart Content upon document creation from CRMs
7 votes -
Conditional questions in Smart Forms
Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.
7 votes -
7 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Payment Gateway: Integrate with NMI
Requesting an integration with NMI as a payment gateway.
7 votes -
7 votes
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Option to delete pages for conditional content on a document level
Option to delete pages for conditional (smart) content on a document level
7 votes -
Ability to remove a signer after document has been sent
Ability to remove a signer after the document has been sent
7 votes -
7 votes
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Add a new Document-level Variable for Documented-Completed-Date
When a Document is Signed/Completed, it would be great to have a Document-level variable that represents the signed/completed Date, that could be used in our new TItles by Variables feature. Similarly, when payment gateways are involved, the paid date may be a valuable option as well. Currently, these dates are listed as available Document variables. also, add them to the get document details API endpoint and Webhook payloads to promote automations
7 votes -
7 votes
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Add footer and page background to content library items
My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.
7 votes -
Variable for the current date
Ability to have a variable for the current date
7 votes -
Ability to populate variables with fields' values.
Ability to populate variables with fields' values.
7 votes -
Resend document to approver/ "ping" or notify approver or send a reminder to approve document
Resend document to approver/ "ping" or notify approver or send a reminder to approve the document
7 votes -
Ability to share a document link with non recipients
Ability to share a document link with non-recipients
7 votes -
Add new recipient after the document has been sent
Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.
7 votes -
7 votes
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send 1 email with all of the signers in the "To" field and email address in the "CC" field of the same email
The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients. In your app, I chose my email address as a "CC". In any email system, there is a "To" field and a "CC" field. What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.
7 votes
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