Settings and activity
112 results found
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7 votes
Iryna Pekarchyk supported this idea ·
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26 votes
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5 votes
Iryna Pekarchyk supported this idea ·
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3 votes
An error occurred while saving the comment Iryna Pekarchyk commented
Currently, when a document is shared via link and a user is added afterward, the system automatically sends an email notification to the newly added recipient, including the document. It would be great to have an option to disable these automatic email notifications to provide more control over the sharing process.
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7 votes
Iryna Pekarchyk supported this idea ·
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5 votes
An error occurred while saving the comment Iryna Pekarchyk commented
Option to set the price of individual items in a Quote as variables
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7 votes
An error occurred while saving the comment Iryna Pekarchyk commented
Option to generate draft documents from a template in bulk without sending them. The workflow should be similar to Bulk Send, but without the automatic sending of documents.
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260 votes
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Iryna Pekarchyk supported this idea ·
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4 votes
Iryna Pekarchyk shared this idea ·
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43 votes
An error occurred while saving the comment Iryna Pekarchyk commented
Provide the option for a signer to add additional details and then forward the document back to the original signer.
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3 votes
An error occurred while saving the comment Iryna Pekarchyk commented
A feature that allows a document sender to check appropriate checkboxes prior to sending it. Once the proposal is sent, these checkboxes need to be locked to prevent the customer from editing them.
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13 votes
An error occurred while saving the comment Iryna Pekarchyk commented
Allow recipients to make edits to documents without requiring approval from the document sender.
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4 votes
An error occurred while saving the comment Iryna Pekarchyk commented
Option to autofill date fields with business days. For example, set to three business days after the signing date.
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18 votes
Iryna Pekarchyk supported this idea ·
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225 votes
Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:
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.
An error occurred while saving the comment Iryna Pekarchyk commented
Product associations for merge rules (pricing table and quote builder). For example, if product A is selected, then product B will be automatically added.
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9 votes
An error occurred while saving the comment Iryna Pekarchyk commented
Option to include the signature certificate within the main document page, rather than as a separate page. Requesting to have the certificate inline next to the signature.
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23 votes
An error occurred while saving the comment Iryna Pekarchyk commented
An email formatting feature where the email body would appear full-width and occupy the screen, resembling the layout and readability of a standard email.
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19 votes
Iryna Pekarchyk supported this idea ·
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6 votes
Iryna Pekarchyk supported this idea ·
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23 votes
Iryna Pekarchyk supported this idea ·
Currently, it’s only possible to save one color in the "Colors" section of a theme (Design > Colors). It would be great to have the option to add multiple colors.