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

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

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

  4. Improve the quality of how the PDF looks like once the document is generated via API  ·  Idea

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

  6. Salesforce Homepage Component

  7. Add Document declined trigger event in Zapier  ·  Idea

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

  9. Support for 3-Object Token Merges and Custom Object Sync in HubSpot

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

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

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

  13. Autovalidation of minimum field size

  14. Easier access to numbering (sequence)

  15. Formula Validation Field (see description)  ·  Idea

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

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

  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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