Settings and activity

  1. 58 votes

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    Marissa McGuirk commented  · 

    For example if a folder is named "Discount, then automatically store documents tagged with "Discount" in it.

  2. 4 votes

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  3. 5 votes

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    Marissa McGuirk supported this idea  · 
  4. 12 votes

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    Marissa McGuirk supported this idea  · 
  5. 32 votes

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    Marissa McGuirk supported this idea  · 
  6. 15 votes

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    Marissa McGuirk commented  · 

    Necessity for HR Workflow:
    Signer #1 - Supervisor enters in employee review
    Signer #2 - HR submits raise and approval signature
    Signer # 3 - Supervisor sits down with employee and signs to acknowledge they discussed the review and raise
    Signer #4 - Employee signs

    Signer #1 & #3 are the same email

    Marissa McGuirk supported this idea  · 
  7. 12 votes

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    Marissa McGuirk supported this idea  · 
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  8. 24 votes

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    Marissa McGuirk supported this idea  · 
  9. 87 votes

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    Marissa McGuirk commented  · 

    Auto updating SKU in pricing tables in all templates when SKU is updated in the product catalog.

    Marissa McGuirk supported this idea  · 
  10. 43 votes

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  11. 2 votes

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  12. 37 votes

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    Marissa McGuirk commented  · 

    Lock field position within a table

  13. 9 votes

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  14. 66 votes

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    Marissa McGuirk commented  · 

    When a recipient chooses a multiple choice option from the pricing table, the choice syncs back to Salesforce.

  15. 32 votes

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    Marissa McGuirk commented  · 

    share a custom theme across workspaces

  16. 5 votes

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    Marissa McGuirk commented  · 

    Lines and borders in the editor for better formatting of the documents (for now image upload is an option).

  17. 374 votes

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    Marissa McGuirk commented  · 

    Date with signatures populated automatically. It is really desirable to format the dates the same way the dates are formatted across the document.

  18. 19 votes

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    Marissa McGuirk commented  · 

    Signature time stamps when signed next to each signature

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    Marissa McGuirk commented  · 

    The signer is able to put the wrong date, they can put both a date in the past and a date in the future with the date field, rather than having a signature stamp with date and time once the signature field is completed.

    Marissa McGuirk shared this idea  · 
  19. 351 votes

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    Marissa McGuirk supported this idea  · 
  20. 15 votes

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    Marissa McGuirk commented  · 

    Move approver workflow to have the option to be after/within the signature order.