Settings and activity

  1. 4 votes

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  2. 33 votes

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  3. 3 votes

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  4. 38 votes

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  5. 45 votes

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    Thea Pasilan commented  · 

    Have the ability to link existing sent documents to a HubSpot deal aside from documents on the Draft status

  6. 88 votes

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    Thea Pasilan commented  · 

    More options with multichoice lines and the option of pricing brackets with quantities that are hard to set up manually.

  7. 12 votes

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  8. 98 votes

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  9. 202 votes

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    Thea Pasilan commented  · 

    Have an option to hide/remove the "AUD" in Australian dollars currency, at the moment the client is using the US Dollar as a workaround.

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  10. 112 votes

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    Thea Pasilan commented  · 

    Aside from sending a personalized message through public chat/comment, it would be nice to customize the message set in the auto-reminder feature.

  11. 93 votes

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  12. 54 votes

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  13. 76 votes

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  14. 117 votes

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  15. 215 votes

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  16. 95 votes

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    Thea Pasilan commented  · 

    Have the option to disable the download and print option for recipients. A customer finds this feature is very important as his customers download the doc without paying him the deposit fee.

  17. 31 votes

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  18. 34 votes

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  19. 8 votes

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  20. 10 votes

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    Thea Pasilan commented  · 

    If the document remains untouched, unviewed by recipients for a certain number of days, it will notify the sales rep to follow up. This is regardless if the doc has auto reminder/expiration. The notification is more for the sales rep to be alerted and make CTA for their signers.

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