ADD A NEW IDEA

All ideas

Showing 103 of 103

Option to turn off DocGen Gallery Prompt when creating a new DocGen Package

Option to turn off Gallery Prompt when creating a new DocGen Package
Guest 7 months ago in Setup and Configuration 0 Open for voting

Excel as Middleware Tags available for DocGen Package Template Conditions

Excel as middleware / Connected Data Tags are available to be used in other templates, but they are not available to be used in the Logic to bring templates in conditional.
Guest 12 months ago in Setup and Configuration 1 Open for voting

Support Excel as Middleware Tags in side Snippet Groups / component Groups

Excel as middleware Tags do not fill in Component groups . only work around is salesforce formula or richtext fields
Guest 7 months ago in Component Library 0 Open for voting

Ability to choose SMS authentication method for DocuSign envelopes

My company uses Nintex DocGen to create DDP's and send to DocuSign for electronic signing. Neither of the authentication methods offered by Nintex are approved by our security team as they prefer SMS. I would like to request Nintex to add SMS as a...
Guest almost 2 years ago in 3rd Party Integration 1 Open for voting

Multiple Conditions with 'contains' logic to include a file in the DDP

Sometimes it is necessary to include a document file in DDP based on multiple AND/OR conditions with 'contains' logic. For example, Include a file only when Field 1 contains 'xxx' AND Field 2 contains 'yyy'. It shall be possible to allow these mul...
Guest over 8 years ago in DDP Management and Creation 3 Open for voting

Support the display format for a Salesforce Time Field

Time Field pulls data as 14:00:00.000Z instead of 2:00 pm. Currently only alternatives are Excel as middleware or a Salesforce formula field.
Guest over 1 year ago in Setup and Configuration 0 Open for voting

Add Secure PDF Generation Options to Prevent Editing Generated Doc

Anyone with Acrobat Pro can edit a Drawloop generated PDF document. This makes functionality, especially adding a watermark, relatively ineffective since it can be removed easily. We can ask our users to add a password but this leaves us exposed t...
Guest almost 3 years ago in Document Automation 0 Open for voting

Ability to attach file back for community users

After we switch to use files instead of attachments, community users can't attach file back. We need to have this ability.
Guest almost 2 years ago in Salesforce 1 1 Open for voting

Allow LWC tabs to be optional

There are times when running a package that the contact selection and even document selection tabs are not needed. If all the documents in the package are set to always required then the document selection tab is useless. It would also cut down on...
Guest 7 months ago in UX/UI 0 Open for voting

Indent Format Issue in generated PDF

Whenever we are generating a pdf for text area field with some indent, it does not keep indent in generated pdf (indentation of line 2 and 3 in row 2 in attached files). Case Number: 00662683
Guest 4 months ago in UX/UI 0 Open for voting