7562 results found
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6 votes
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Add merge fields to content library
Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.
6 votes -
Metrics/reporting for contract negotiations (redlining). Detailed exportable summary
Would like metrics tracking contract negotiations data. Reps using, edits, etc.
6 votes -
6 votes
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Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
6 votes -
Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.6 votes -
6 votes
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Option for actual signature with transparent background
Kami allows for your physical signature to be displayed in the signature field with transparent background. A picture of the signature on the page can be taken and uploaded to the signature field
6 votes -
Make document value optional (for HR and not-commercial documents)
Option to disable the document value for documents that have no commercial value.
For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.6 votes -
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
6 votes -
Specify different amount for different payment methods and restrict client from paying with a method different from selection
IF users selects to pay via ACH - they should pay one amount
IF users selects to pay with credit card -another amount6 votes -
Disable Instruction boxes (Start, Next, Finish) when the recipient receives the document during signing in.
Disable Instruction boxes when the recipient receives the document during signing in.
6 votes -
Ability to type in a date field
It would be a great idea to have an typeable as well as selectable date control where by user can type the date rather then current select a date(s) by clicking.
It is difficult to select lets say 01/01/1985. One has to select right year, followed by month and date.
6 votes -
CompanyCam
We would love to be able to pull images right out of CompanyCam and add into our proposal!
6 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
6 votes -
Centralized variable management
What we see happening over time is that we create multiple templates with roughly the same content. Updating these templates is a time consuming endeavor because there is no way we can centrally manage/update the content.
How cool would it be if there would be a central page in settings called "Variables" where
You can create variables with set content.
reuse these variables across all your docs.
A variable could also be an image or a piece of content library contentIt is a simple yet efficient idea that would make our lives a lot easier.
6 votes -
Ability to select a line item as optional when a column is locked
Abilty to add an optional tick box when the table is restricted e.g. a column (such as the pricing column) is locked
6 votes -
rename user of the app as an admin
rename user of the app as an admin
6 votes -
Created documents get put in folder you are in
When you create a document, if you are in a folder, it gets created in said folder.
6 votes -
option for biometric/fingerprint signature
An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.
6 votes
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