Requests

The Overview tab does not have any action buttons, and I am unable to click on the name of the PDF to perform any actions. I keep having to go back to locate the PDF or Template in order to see what is happening.

When sending a document for signature using a template, I need the ability to attach unique, signee-specific PDFs that will be included in the signing package. This feature is called a Signature Bundle. This is not the same as uploading a PDF to the template itself, which would apply the same file to every signee. Example: I have a term sheet + contract that exists as a prepared PDF template (with signature fields already in place). For a specific customer, I also have a valuation document that is unique to them. When I create a signature request from the template, I should be able to attach this unique valuation PDF so that it is appended to the package and signed along with the template documents. I benefit from not having to add the signature fields each time. This behaviour is supported by many other e-signature providers.

User uploaded files, in e.g. "Forms", are not automatically attached to the confirmation Email as an attachment. You can only see and download them via link in the response overview. Please add an option that the uploaded files are also attached to the confirmation Email

Please add conditional field formatting. For example, if a signer clicks the 'yes' radio button; chooses a specific drop down option; or enters data into a text field, they are required to do a follow up action. For example, dietary restrictions 'yes/no'. Upon selecting yes, the signer is required to enter in their restriction in a follow up field. If they select no, the following field action can be skipped.

I would like to see the ability to request signature from template and uploads in one. DocuSign and many other platforms offers this feature. In additional, the files should be kept separate when the signing is completed.

So we don't get bombarded with a bunch of emails, you should have the option to turn on or off which notifications to get via email. This would only apply to the admin of the account and not the signers of the document. So for simple purposes, in our application, we only want to get an email notifcation when all parties have completed the document. We dont care to get any of the other notifications.

As someone that uses lots of apps the delete page feature is near hidden! PLEASE have a delete page feature within the thumbnail view and not just on the large page it self as the three TINY dots were exceptionally hard to spot until pointed out! Then, when adding new pages, they automatically get added to the start of the document. So when I added three new pages, I had to manually drag each one to the end BUT the thumbnail section wouldn't scroll with me. This meant lots of little moves to just to get one page to the end of the document. Please improve this feature and function like other platforms. Thanks!

繁體中文

I need the option to turn off this email - especially when the email is sent to everyone after it is signed, not just just the people signing the document

It is very important that we are able to see who we have sent forms to that have not completed them. Docusign, HelloSign, Adobe Signature, they all have this. BoloForms needs this too please.