7116 results found
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play video in presentation mode after the document is sent
play video in presentation mode after the document is sent
They like to send presentations with the video and content to their clients and review the document together while on a call.
Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q5 votes -
update the close date of an opportunity in Salesforce when a contract is signed.
when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.
5 votes -
Salesforce: Manually change document status within Salesforce
Manually change document status in Salesforce Integration to decline contracts as necessary
5 votes -
Ability to move pages between two bundle document
Move pages between two bundle document
5 votes -
Change uploaded page background
Option to change the page background if the template/document was created by an existing file (ppt/pdf/...)
5 votes -
restrict downloading of the completed document
restrict downloading of the completed document
5 votes -
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.
5 votes -
Ability to set the display recipient's email address and not their names in the list view.
Ability to set the display recipient's email address and not their names in the list view.
5 votes -
5 votes
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Charts for Reporting
Graphical representation reporting - pie charts and other visuals
5 votes -
5 votes
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Sync document value with custom payment amount
Update document value when set up a custom payment amount in the payment block.
5 votes -
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.
5 votes -
Redlining: ability to enable / disable suggestions for certain recipients only.
Ability to enable suggestions for certain recipients only.
5 votes -
5 votes
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Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document
Option to track who the link was shared to when a recipient forwards a document link
5 votes -
5 votes
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Smart content: list of variables
If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.
5 votes -
Manage integrations via Integrately
To have the option to directly manage integrations via Integrately.
5 votes -
Option to sync Hubspot Deal amount to Document value without the use of pricing table
Option to sync Deal amount to Document value with out the use of pricing table
5 votes
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