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  1. Webhooks: Payment amount and discount percentage can be captured through pricing data configuration in webhook settings.

  2. Bulk send: Allow to use the same email address for different recipients if other data differs

  3. Export a pricing table (Quotes) into Excel: Ability to export the pricing table data on the completed document.  ·  Not Planned

  4. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file  ·  Released

  5. Rooms - Multi-select documents for one task  ·  Not Planned

  6. Smart Forms: pre-fill using web link

  7. Be able to trigger on any template in a single source in the "Document Status Changed" trigger rather than having to select a specific templ  ·  Released

  8. Automatic calculations in fields  ·  Not Planned

  9. recipient comments on a document. click "view in document" to take you directly to the comment in the document

  10. Expand functionality of the Audit Log - increase length

  11. Pre-set but adjustable auto-reminders  ·  Released

  12. Recipient view: Slovak

  13. Allow Recipients to re-assign the Signer!  ·  Released

  14. Add Approval Workflow to Document In Draft Form (currently, can only do in a template)

  15. Proactive Notification for Microsoft OAuth / Client Secret Expiration

  16. Support for Encrypted Fields in Salesforce Integration

  17. Group Pricing Tables based on Product Names  ·  Not Planned

  18. Export All Catalog Items via the API

  19. Send notification to recipient for declined document

  20. Section-scoped token values when building document bundles via API

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