6564 results found
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Bulk send already created draft documents
Bulk send already created draft documents
6 votes -
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 -
Add hourly billing type to catalog products.
Add hourly billing type to catalog products.
6 votes -
Edit sent document via API
Option to change the document status to Draft via API
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 -
Fillable field response notification
The ability to become notified when a recipient marks a specific field with a specific option.
"For example, if there is a question in there that asks whether you give permission to communicate with them. Could I have it alert me when someone selects "No"?"
6 votes -
Ability to add a custom field column in a Report (such as fields used with integrations)
Ability to add a custom field column in a Report (such as fields used with integrations)
6 votes -
Disable removing recipients in CC
Option to disable removing recipients in CC, always keep recipient in CC
6 votes -
Extract data from the document
Customer would like the ability to extract data from the actual content of the document
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 -
Ability to view how a recipient paid/payment method inside of a document
Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.
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 -
Add payment app to sent/viewed documents
Add payment app to sent/viewed documents
6 votes -
Importing your Google contacts (postal address)
Ability to include postal address
6 votes -
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
Keep the date field formatting when passing HubSpot line item that has a billing start date field.
(now it's YYYY-MM-DD by default and there's no way to change it).
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 -
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
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