5995 results found
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Sort templates shown when creating documents via CRM integrations
Sort templates when creating documents via CRM integrations by Title, etc.
7 votes -
download signature from the signature field
download signature only from the document
7 votes -
highlighted table cell makes white text invisible
When you highlight or click into a table cell, it makes white text very hard to see or edit.
7 votes -
7 votes
Hi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, please reply to this email notification.
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7 votes
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The ability to turn off the pop-up asking to save the document as template
Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.
7 votes -
Recipients should be able to edit an ordinary table./ fill out the columns inside the table
Recipients should be able to edit an ordinary table./ fill out the columns inside the table
7 votes -
Hide signatures from other signers
We are having problems because the signatures on the document are visible to others and this can cause them to be copied (screenshot) and used later, causing distrust of the signers.
7 votes -
Multi-stage Approval Workflow for Approver Group
Approver A approves the document, only then it goes to Approver B for the final approval
7 votes -
calculate subtotal for 1 item in pricing table
calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.
7 votes -
PDF attach as files from Monday.com
get the PDF directly to Monday and not a link
7 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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7 votes
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Bundles working with Salesforce
Should be possibility to start a bundle when creating a document bundle from Salesforce
7 votes -
Link documents to MS Dynamics CRM objects.
Link creation with MS Dynamics.
7 votes -
7 votes
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Restrict downloading a PDF of a Form for recipients
Disable the ability for recipients to download forms
7 votes -
Connect to an account in Salesforce (not opportunity)
Allow a document to be directly attached to the entire account in Salesforce, instead of just an opportunity
7 votes -
Highlight/ point out unassigned fields in the template/document
should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields
7 votes -
removing recipient's name as sender for forms
Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.
Exact wording from customer:
So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…
7 votes -
7 votes
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