3784 results found
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Option to hide the Subtotal and Total lines below the Quote Builder
- Will allow the user to hide the Sub total and the Total same as on the pricing table.
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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Make fields conditionally (non-) required if previous field is filled out.
Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.
For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.
7 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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Disable / turn off approval notification email sent to approver
the ability of an approver to turn off the approval notification email whenever a document is sent for approval
7 votesLindsey Schocke responded
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auto reminder on sent documents
Being able to adjust the auto reminders feature on documents that have already been sent would be a great help!
7 votesHi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders, adjust reminders even after the document is sent, as well as send reminders via text (SMS).
For more information, please visit our Help Center.
Should you have any feedback or suggestions, feel free to message me directly.
Igor, Product Team
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Option to create template or document in a different language
Option to create template or document in a different language
- Will allow the user to create documents/templates in different languages.
7 votes -
Option to hide the volume-based pricing message
option to hide the volume-based pricing message
for example: BUY 2 FOR $50.00 EACH
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Payment required to view the document
Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.
7 votes -
'Search Bar' in move documents
There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.
7 votes -
List / sort folders in alphabetical order
List folders in alphabetical order
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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block content blocks for recipients during redlining
block content blocks for recipients during redlining
7 votes -
[Automations] Automatically move documents created from a template to a specific folder upon creation (while still on Draft status)
Option to automatically add Documents created from a Template, into a pre-defined folder upon creation, even while on draft status (vs. existing recipes triggered by status change to Sent or Completed).
7 votesValeryia Baranava responded
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Search by Document & Template ID
Ability to search for documents and templates by ID.
7 votes -
Installments: Choose a Date instead of an Interval for Payment Due
Set due dates for payments
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the links below! -
Salesforce: Manually change document status within Salesforce
Manually change document status in Salesforce Integration to decline contracts as necessary
7 votes -
Set pricing table currency upon document creation via API
Specify the currency for the pricing table in the document when creating the document via API
7 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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Ability for recipient to circle text, like radio buttons (type of a field)
Would like to see the ability to have radio button-like option to circle text. I.e. "Circle the best option for you" This way a PDF upload instructions do not need to be edited for the traditional radio buttons.
7 votes -
Hide pricing table column if there is no value once the document is generated.
Pricing table column will be hidden if there is no value once the document is generated.
7 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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Setting specific renewal date manually
It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.
7 votes -
Redlining: ability to enable / disable suggestions for certain recipients only.
Ability to enable suggestions for certain recipients only.
7 votes -
7 votes
