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  1. Option to specify CSV column separator in Workspace settings  ·  Idea

  2. Add a description field to a template for internal visibility

  3. See who is included at the signing level of a document

  4. Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables  ·  Idea

  5. Add Document declined trigger event in Zapier  ·  Idea

  6. Salesforce Homepage Component

  7. when adding a user have a dropdown to identify the team they are associated with  ·  Idea

  8. pass the 3% service charge of Quickbooks Online to the recipient

  9. Group users (by team/region/location) and apply custom role in bulk by group to limit visibility within the workspace.

  10. Automatically Move a Document to a Specified Folder Based on Specific Field Criteria

  11. Easier access to numbering (sequence)

  12. full-featured support of Quote Builder via API

  13. Enable the ability to dictate which folder a document created from a template is added to

  14. full-featured support of Quote Builder via APupport

  15. Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]  ·  Idea

  16. Formula Validation Field (see description)  ·  Idea

  17. Salesforce Child Object Repeater Fields (Non-Product)

  18. Make Payment Optional  ·  Idea

  19. Move to Folder Automation--Need more options & ability to edit

  20. Option to use sms verification trough Zapier or API.  ·  Released

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