Gavel Feedback

What features do you want in the Gavel platform?

Suggest a feature, or vote/add comments to existing feature requests. If a feature you want is listed, upvote it to ensure it gets priority.

Most voted

Copying pages from one workflow into a separate workflow

Allow Builders to copy individual pages from one workflow into a separate workflow. Details
Votes: 22412

Folders on master dashboard

Allow workflows to be organized into folders on the master dashboard. Details
Votes: 1215

Have a test environment

Have a test environment under Documate so that the data from tests completions of the workflows doesn't appear in the Data Manager (and allow more accurate data as to the ROI). Details
Votes: 1016

Progress Status Bar

Please add a progress status bar to the workflows. It will be great to customise the progress status bar to show the following:

Go-to-section within workflow test

If a workflow is several sections long, allow the ability to jump to a section when in test mode. Currently, a builder needs to click through the entire workflow to arrive at a section near the end of the workflow that has been changed. Details
Votes: 812

Allow for a Clause Library

Hi there. I was just watching your "Templates within Templates" video, which explains how you can pull in the content of a Word document (e.g., a clause sitting in a Word document) into a document generated from your separate master template when. Details
Votes: 702

Version History

It would be helpful to have a "Version History" for every workflow such that a builder can return to an older version of a workflow if needed. Details
Votes: 690

Preview page

Can we get a builders preview per page? Sometimes I am working with headings, italics, etc. in the middle of a long workflow, and it would be awesome to just get a preview of how the layout looks without having to run the workflow. Details
Votes: 570

Add repeating item sums to invisible logic

Allow user to create a variable for the sum of a repeating item attribute. Details
Votes: 551

CSV variables to be used in Invisible Logic

Allow CSV variables to be used in Invisible Logic. Details
Votes: 470

Address Autocomplete block

It would be great to have an "Address Block" feature for questions that supports Google Maps autocomplete address lookups. Details
Votes: 451

Automatically send documents to Clio matter

When a Documate workflow is finished, automatically post those documents to a Clio matter. Details
Votes: 410

Customization of Review Page

There are some questions which I'd rather not have appear in the review page. Also, it could be made to be more visually appealing. I would also prefer that the answers that appear there would be "Yes" or "No" rather than "true" or "false". Details
Votes: 350

Allow custom formatting for number variables within the questionnaire

Custom/forced formatting would improve accuracy for people entering phone numbers, social security numbers, and case numbers with a specific format (Example: XX-X-XXXXX-XX). Details
Votes: 350

Customize Placement of "save link to continue later"

When "save link" it should save the work of the current page. It only saves the work form the PREVIOUS page. Alternatively - allow the link to appear at the TOP of the page. Details
Votes: 330

Allow builders to jump to any page

Currently, builders can only move back/forward a page at a time. Details
Votes: 300

Select all checkboxes at once

Would be nice to put in a 'All of the above' checkbox that automatically selects all checkboxes that are above it, when the user selects 'All of the above'. Details
Votes: 290

Stripe discount code

Please add a possibility to add discount codes to the Stripe module. Details
Votes: 281

Autosave

Save workflow after every change or a certain amount of time. Details
Votes: 270

Incorporate a CSV into a repeater

Incorporating a CSV into a repeater would give much greater flexibility on the reusing of data. For example:
1: A CSV database containing a firm's CRM;
2: A CSV database containing a list of applicable statutes that apply to a situation, etc. Details
Votes: 260

Connect Kickout Pages to API/Zapier

Connect Kickout Pages to API/Zapier. Details
Votes: 230

Yes/No responses in review screen

Currently, Yes/No questions display as True/False in the review screen. For users to view their correct answer (Yes or No), the only way to do so is to use a Single Select question in order to view the correct response on the system review page. Details
Votes: 230

Add help text to repeating item attributes

I really like the blue check mark icon indicating help text. It would be cool to be able to see it for repeating item attributes. Details
Votes: 220

Add the ability to download an answer file or the data from your completed questionnaire

At the end of the questionnaire, a user can see all their answers – being able to download this data as an excel document would be great. Also, if my user can fill out the spreadsheet for multiple sets and then I can upload it to generate multiple. Details
Votes: 210

Retention and deletion settings (Data Protection)

Possibility to set one general time-period during which (i) workflows in Data Manager are retained and/or deleted, and (ii) documents in Generated Documents are retained and/or deleted. Details
Votes: 210

Save question as template

Allow saving some questions or sets of questions as templates for easy re-use when building workflows. Could be useful for:

Deleting users

Have the ability to delete users, rather than just set them to inactive or active. Details
Votes: 205

HelloSign integration

Allow for a question type in Documate for "HelloSign." Details
Votes: 190

Custom error page

To further white-label the workflows, it would be great to have the ability to create a custom “Error Page” instead of the Documate error page, i.e., a possibility to redirect to an error-page with our logo etc. Details
Votes: 170

Dark Mode

Dark mode in account settings for builders would be awesome. Details
Votes: 160