Settings and activity
111 results found
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4 votes
Iryna Pekarchyk supported this idea ·
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3 votes
An error occurred while saving the comment -
7 votes
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4 votes
An error occurred while saving the comment 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 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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253 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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4 votes
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41 votes
An error occurred while saving the comment 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 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 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 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
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224 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 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 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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22 votes
An error occurred while saving the comment 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
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6 votes
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20 votes
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5 votes
An error occurred while saving the comment Option to email template efficiency reports to users each week.
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81 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!
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.