7429 results found
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Push Form document to Salesforce
Associate a completed Form response to a Salesforce record.
5 votes -
Full Document History after clearing fields
If a document was signed then fields are clear, you can no longer see the history or the signed version. Would like to be able to see the full history.
5 votes -
Personalized video greeting
Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.
5 votes -
Remove account owner from emails about billing/invoices/payments/receipts
Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails
5 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Block ' assign' fields
Allow it so that a 'block' of fields to be signed/allocated can be allocated in one go rather than having to allocate every field in the block individually for signature/completion.
5 votes -
signature date syncs back to HubSpot
true two way sync where dates sync back too (i.e. signature date)
5 votes -
5 votes
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Restrict editing prices for catalog items
Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items
5 votes -
5 votes
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Dashboard option to track when a customer has signed a contract (multiplesigners involved)
My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign
5 votes -
Google docs extension similar to word
Have the same functionality as PD word extension but within Google docs
5 votes -
5 votes
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Add Subscriptions to Pricing table
Add advanced subscription pricing capabilities, so the recipient may select the subscription and items within it within pricing table
5 votes -
5 votes
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5 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
- Recipient view localization.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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5 votes
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Allow to edit files shared between workspaces
Edit shared via different workspaces files
5 votes -
Edit text formatting in template when using data merge feature
The ability to edit the pricing table formatting in the template when using the data merge feature
5 votes -
Pull values to Pricing Table custom columns via Zapier
At the moment custom columns of the pricing table are not displayed in Zapier Products section (Create document Action) and therefore they are not available for filling in.
5 votes -
Document into Folders
Submitted forms thru Template embedding to go to a specific folder.
5 votes
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