Settings and activity
84 results found
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27 votes
Valeryia Baranava responded
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43 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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Paul Cedric Guevarra
commented
filter documents in Dashboard for more than two years
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8 votes
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Paul Cedric Guevarra
commented
Option for recipient/signer to download the document in Word
- will allow the recipient to download a wrod file aside from PDF.
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3 votes
Valeryia Baranava responded
Paul Cedric Guevarra
shared 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.
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Paul Cedric Guevarra
commented
Feature to get a copy of an invoice from payment intergation after the signer paid the charges.
- will allow the user to get a copy of the invoice after the signer pays the charges.
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272 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Paul Cedric Guevarra
commented
Added feature / option on the signature, that will allow it to appear when the recipient receive the email.
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49 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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Paul Cedric Guevarra
commented
Option to have a recipient to sign the document and forward it to another signer.
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151 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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Paul Cedric Guevarra
commented
Option to export the Fields answers from a document using CSV file.
This will allow the user to download CSV file that contain Field answer from a document.
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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.
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Paul Cedric Guevarra
commented
Option to add 1.75%-2.9% fee option on payment integration section
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33 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Paul Cedric Guevarra
commented
Option to set up auto-notification/email when the signer did not signed the document in a certain period.
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Paul Cedric Guevarra
commented
Option to have the Sender to receive the reminder aside from the signer
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67 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Paul Cedric Guevarra
commented
Option to make content library items for Headers/Footers
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74 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
Paul Cedric Guevarra
commented
Scheduled payment for QuickBooks
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36 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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Paul Cedric Guevarra
commented
Change the Total amount value
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Paul Cedric Guevarra
commented
Manually put total sum value on the Pricing Table
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98 votes
An error occurred while saving the comment
Paul Cedric Guevarra
commented
Ability to Customize Paper Layout. which include other paper sizes.
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83 votes
Hi there! Thank you for submitting your idea.  Unfortunately, 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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Paul Cedric Guevarra
commented
Customize Footer font face, font size, font color and margins and padding
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Paul Cedric Guevarra
commented
Ability to control footer numbering, color and location
Paul Cedric Guevarra
shared this idea
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7 votes
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Paul Cedric Guevarra
commented
Ability to hide the audit trails info like location or update the location.
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121 votes
Hi there. Thank you for submitting this idea! 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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Paul Cedric Guevarra
commented
Allow user to add internal anchor links to his document
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4 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Paul Cedric Guevarra
commented
Allow merge field data transfer from Zoho
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9 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
Paul Cedric Guevarra
commented
Allow user to hide the pricing table from other recipients
An error occurred while saving the comment
Paul Cedric Guevarra
commented
Ability to hide pricing table to other recipient
Paul Cedric Guevarra
shared this idea
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42 votes
The status of this suggestion is currently unchanged. Please check back for updates.
You can add images straight to Quote Builder, which is a part of our CPQ solution. Follow this link to learn more about Quote Builder.
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Paul Cedric Guevarra
commented
Dragging the image into the SKU column.
Removing the AU in pricing column
Changing the discount to a %
Option for Trifold Feature on the template and also Ruler featture.
- Will allow user to have Ruler and Trifold feature on the Document and Feature.