383 search results
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reassign fields after a document is sent
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Option to specify CSV column separator in Workspace settings · Idea
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Improve the quality of how the PDF looks like once the document is generated via API · Idea
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See who is included at the signing level of a document
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Add a description field to a template for internal visibility
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Would like to be able to configure multiple price fields from Salesforce to define different types of Pricing Tables · Idea
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when adding a user have a dropdown to identify the team they are associated with · Idea
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Salesforce Homepage Component
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Add Document declined trigger event in Zapier · Idea
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pass the 3% service charge of Quickbooks Online to the recipient
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Group users (by team/region/location) and apply custom role in bulk by group to limit visibility within the workspace.
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Easier access to numbering (sequence)
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Enable the ability to dictate which folder a document created from a template is added to
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Formula Validation Field (see description) · Idea
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Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments] · Idea
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Make Payment Optional · Idea
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Move to Folder Automation--Need more options & ability to edit
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Option to use sms verification trough Zapier or API. · Released
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Fields should tie to and update variables used in document
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Restrict access to the documents by using Grant access button · Released