7116 results found
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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.5 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…
5 votes -
Conditional Sender logic
Ability to change the name of the sender when the recipient receives the document
5 votes -
5 votes
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A way to remove the optional field indicator
A way to remove the optional indicator signers see when they hover their cursor over an optional field.
5 votes -
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
5 votes -
default page size on the workspace level
Default page size for all new documents/templates to be set on a workspace level
5 votes -
5 votes
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To pull in a CRM field value as document value: populate Document Value from CRM integration
Make Document.Value to populate from integration/API directly.
5 votes -
Document approval defaults for all documents
I want 100% of the document going out to be approved.
I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.5 votes -
Use workflow trigger from Hubspot to update deal status once a document has been signed
Use workflow trigger from Hubspot to update deal status once a document has been signed
5 votes -
CompanyCam
We would love to be able to pull images right out of CompanyCam and add into our proposal!
5 votes -
Tab through variables before sending them out to the recipient
We need to tab through variables quickly
Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.5 votes -
Dropdown Field w/Fill-In option
It would be great if Dropdown Fields could have a "enter-yourr-own-value" option. Like this:
Favorite Color
- blue
- green
- yellow
- red
- ENTER-YOUR-OWN-VALUE -... so someone could fill in "chartreuse" or whatever their choice is, if it's not included in the suggested options.
5 votes -
forms can be renamed by recipient
The title of a form can automatically or manually be changed by form recipients.
5 votes -
MP4 Display Option Added to Video Block
Have an MP4 option added for the video block
5 votes -
A feature to access Child Object attributes from Parent Object. SalesForce
Please add a feature to access child Object attributes of any Parent Object in SalesForce, i.e in Opportunity there should be a feature to define Tokens for Opportunity Line Items as Line Items are in Child relationship to Opportunity.
5 votes -
to enable a client to forward the document to more than one recipient.
to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.
5 votes -
Allow for multiple images to be added to an image library
Allow for multiple images to be added to an image gallery like Squarespace where you can format select multiple formatting types. This will keep images spaced equally.
5 votes -
Tie Approvals to Content Library Items
I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.
5 votes
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