Settings and activity
109 results found
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4 votes
An error occurred while saving the comment -
5 votes
An error occurred while saving the comment Iryna Pekarchyk commentedOption 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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247 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Iryna Pekarchyk supported this idea · -
3 votesIryna Pekarchyk shared this idea ·
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37 votes
An error occurred while saving the comment Iryna Pekarchyk commentedProvide 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 commentedA 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 commentedAllow 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 commentedOption to autofill date fields with business days. For example, set to three business days after the signing date.
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15 votesIryna Pekarchyk supported this idea ·
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220 votes
Hi,
Good news: we have already started working on this feature, and it will be ready for Early Access soon. If you'd like to test it, please fill out this form: Quote Rules and Formulas
An error occurred while saving the comment Iryna Pekarchyk commentedProduct 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 commentedOption 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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22 votes
An error occurred while saving the comment Iryna Pekarchyk commentedAn 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 votesIryna Pekarchyk supported this idea ·
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5 votesIryna Pekarchyk supported this idea ·
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15 votesIryna Pekarchyk supported this idea ·
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5 votes
An error occurred while saving the comment Iryna Pekarchyk commentedOption to email template efficiency reports to users each week.
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77 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!Iryna Pekarchyk supported this idea · -
37 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!Iryna Pekarchyk supported this idea · -
190 votes
We wanted to share an update regarding tokens/variables in saved messages and email. 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.
Iryna Pekarchyk supported this idea · -
122 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Iryna Pekarchyk supported this idea ·
Option to set the price of individual items in a Quote as variables