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30 results found
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7 votes
Hi. 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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Gabriel Lawrence
supported this idea
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302 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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10 votesGabriel Lawrence
supported this idea
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An error occurred while saving the comment Gabriel Lawrence
commented
Yes, surprised this isn't upvoted more. Not just for Bulk Send, but CRM or api created documents should be able to use role based variables in the merge field of a fillable text field.
Example, Signer.FirstName should be able to be a fillable text field assigned to Signer so they can change the name if they have a different spelling, or let's say Signer.Title if they want to correct the title, or if they forward to a new signer.
Right now, we use a regular merge field, but then the signer can't update it.
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76 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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66 votes
We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Gabriel Lawrence
commented
Agreed this should be an option. If anyone is interested I made a scenario in integromat that updates the payment intent after successful to add the email to receipt email field and it auto sends the receipt. Just not good you need a middleware to do something so basic.
Gabriel Lawrence
supported this idea
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38 votes
Hi. 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!
Gabriel Lawrence
supported this idea
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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31 votes
Hi. 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!
An error occurred while saving the comment Gabriel Lawrence
commented
This is important. We're a Canadian company, but the country defaults to the US and Canada is way down the list.
Gabriel Lawrence
supported this idea
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59 votes
Hi. Thank you so much for reaching out and sharing your perspective. We made some improvements to our product that may help you cover those scenarios namely:
- Add and set up quote builder: Discounts, taxes, and fees
- Pricing table. One-time and recurring fees
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.
Gabriel Lawrence
supported this idea
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133 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Gabriel Lawrence
commented
This is really important part of whitelabelling. Not only should be shareable link be the custom domain, but the actual hosted page of the document should also be the custom domain.
Gabriel Lawrence
supported this idea
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Tokens/Variables in saved messages / email body or subject
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225 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
Gabriel Lawrence
supported this idea
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7 votes
Hi. 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!
Gabriel Lawrence
supported this idea
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68 votes
Hi. 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!Gabriel Lawrence
supported this idea
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60 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Gabriel Lawrence
commented
I believe this is already possible. All you need to do is have a role on the template prefilled as a cc and it will send it to them after completion.
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21 votesGabriel Lawrence
supported this idea
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107 votes
We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
Gabriel Lawrence
supported this idea
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4 votesGabriel Lawrence
supported this idea
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45 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Gabriel Lawrence
supported this idea
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30 votes
An error occurred while saving the comment Gabriel Lawrence
commented
This would be great to add workflow after a document is signed by customer. Let's say customer signs the contract, you would have a further workflow after completed document but pending work completion. Then have the internal services team sign off after the actual work is complete. A defacto work order tool built right into the quoting engine.
Gabriel Lawrence
supported this idea
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355 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment Gabriel Lawrence
commented
This one seems like a no brainer, if one signer has already signed it's not changing anything about the document itself if you unexpire it.
Gabriel Lawrence
supported this idea
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This is very important if you want to show future year pricing tables like year 1, year 2, year 3, etc. but obviously if you make up to 10 years of sections you don't want to show it to the customer if there's no products that fit those year.