Settings and activity
62 results found
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23 votes
An error occurred while saving the comment Anonymous supported this idea ·
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7 votes
An error occurred while saving the comment As of now, we can only attach PDF to the object Opportunity, it would be helpful if we could also have a trigger to attach completed PDF to the Accounts Record section
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4 votes
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3 votes
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5 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 Nice to have a feature to filter per approver to monitor document movement, how long it takes for an approver to approve a document, this will also help us identify what are the gaps between the process of approval
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9 votes
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5 votes
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2 votes
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23 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! -
3 votes
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3 votes
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4 votes
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4 votes
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7 votes
An error occurred while saving the comment Have the capability to send multiple single page document to Multiple unique recipients
An error occurred while saving the comment It would be great to have a similar feature same as Bulk Send but :
"*** Have the capability to send multiple single page document to Multiple unique recipients**"
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2 votes
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16 votes
An error occurred while saving the comment imagine accidentally deleting a contact, its best to have a trash or deleted folder where we can restore not only documents but also contacts
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49 votes
An error occurred while saving the comment It would be beneficial to have an option that can be granted to (1) admin or Super admin where a change can be implemented across all workspace.
1. Branding
2. Logo.
3. Signature
4. Email Address -
2 votes
An error occurred while saving the comment It is important to show the numbers of failed documents as well showing the workspace and User
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7 votes
An error occurred while saving the comment Its nice to have the option to have restrictions on created custom roles. This way all assigned users to the role will not be able to edit documents after they have been sent
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28 votes
An error occurred while saving the comment Having this option will prevent users from editing and re sending the document for personal use
Ensure that Finish has not been clicked when client closes after signing