Planned

Review

In Progress

Completed / Released

Rejected

Roadmap

Overview: This update enhances flexibility in document signing by allowing users to select their preferred date format when adding a date field to a document.Available Date Formats:<ul><li>MM/DD/YYYY (e.g., 03/11/2025)</li><li>DD/MM/YYYY (e.g., 11/03/2025)</li><li>Month Day, Year (e.g., March 11, 2025)</li><li>Month - Day - Year (e.g., Mar - 11 - 2025)</li></ul>Key Benefits: ✅ Ensures compliance with regional date format preferences. ✅ Enhances document clarity for international users. ✅ Provides a more customizable eSigning experience.Status: Planned / In Progress (adjust as needed) Target Release: [Specify Date] Next Steps:<ul><li>Implement date format selection in the eSign editor.</li><li>Ensure proper formatting across signed documents.</li><li>Test for consistency across different time zones.</li></ul>

In Review

eSign Date Format Selection

DoxFlowy team

API / Webhook features for generate docs and

Bryan Rassen

<ul><li>Phone number based security code</li><li>ID upload (which will need to be approved by the signature initiator)</li></ul>

signer authentication methods

Enable users to publish questionnaire forms on branded subdomains (e.g., <code>legalfirm.doxflowy.com/forms/8121c53c</code>) for a more personalized and professional experience when sharing forms with clients and leads.

Subdomain Management for Questionnaire Forms

Overview: We are introducing a date format selection feature in the workflow form builder, allowing users to customize how dates appear in generated documents. This setting will be available within the form builder for date fields, ensuring consistency and flexibility in document formatting.Key Benefits:<ul><li>Enables users to choose their preferred date format for better alignment with regional or organizational standards.</li><li>Improves document accuracy and readability by maintaining a uniform date format.</li><li>Enhances user control over form-generated outputs. Next Steps:</li><li>Implement date format selection in the form builder UI.</li><li>Support common formats (e.g., DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD).</li><li>Ensure compatibility with document generation and workflow automation.</li></ul>

Date Format Selection in Workflow Form Builder

Add support for Make and Zapier to allow users to automate and extend eSign and document workflows outside DoxFlowy. This will empower users to connect DoxFlowy with thousands of external apps and services, streamlining business processes end-to-end.

Add Third-Party Integration (Make & Zapier) for eSign and Document Automation

Choose a specific date on which the contract will expire or a certain period after it’s signed on which it will expire. Set up multiple notifications so you can take action to renew, wind down operations, etc.

Contract expiration date

Bulk contract signing

Commenting and change tracking for enhanced collaboration

Automatically get different versions of your document saved. Manually save different versions of your document.

Document version history

Create and reuse clauses for preparing document workflows and one-off contracts.

Clause library

You can create a product catalog and add a pricing table into documents. Include discounts, category, pricing, currency, etc. <img data-width="100%" data-align="left" data-featurebase-content-key="66191b4b6a9ce9e5137cdedd/post/67fcf895eba04ad67220336c/0196342a-a69f-7881-a30c-74aa649b7e40/b64u-ZG93bmxvYWQucG5n.png" src="https://66191b4b6a9ce9e5137cdedd.featurebase-attachments.com/c/post/67fcf895eba04ad67220336c/0196342a-a69f-7881-a30c-74aa649b7e40/b64u-ZG93bmxvYWQucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20250430T220000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO0098AADP7QLUJN4ZLF%2F20250430%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=45a8a8a908d3cd2a378032994a811e6871c293516537a6bd2691e33f8051f43d" data-featurebase-content-filename="download.png">

Add dynamic pricing to DoxFlowy Documents

<h3>Overview</h3>Enhancing workflow flexibility, this update introduces a ‘Workflow Management’ section on the Document Settings page. Users can now configure multiple documents within a single workflow, allowing them to generate all required documents at once instead of just one.<h3>Key Features &amp; Enhancements</h3>✅ New ‘Workflow Management’ Section – Enables users to add multiple documents within a single workflow. ✅ Role Consistency – Roles from the primary document are automatically applied to additional documents. ✅ Unified Questionnaire – Tags from all documents are consolidated into a single questionnaire, ensuring seamless data collection.<h3>User Experience Flow</h3>1️⃣ Users navigate to the Document Settings page. 2️⃣ Under the ‘Workflow Management’ section, they add additional documents. 3️⃣ When a questionnaire is filled out, all associated documents are generated at once.<h3>Acceptance Criteria</h3>✔ A user can configure multiple documents within a single workflow. ✔ Upon questionnaire submission, all configured documents are generated simultaneously.

Multiple Documents Generated from a Single Workflow

Enhance post-submission workflows by enabling seamless integration with Google Drive. Users can configure their workflow to automatically save generated documents to a designated folder in their Google Drive.Key Benefits:<ul><li>Automates document storage, reducing manual downloads and uploads.</li><li>Ensures all collected data is securely backed up in the user’s preferred cloud location.</li><li>Improves workflow efficiency for teams managing submissions across multiple tools.</li></ul>

Google drive integration in post-submission actions

Using special function tags, users can perform calculations on generated documents…