171 results found
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Conditional Content Approval
When content within a document is edited to remove or edit clauses from the template send for approval.
5 votes -
Conditional Approval based on Line Item Type
Conditional approval based on the type of line item.
5 votes -
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
5 votes -
Approvers outside of PandaDoc
Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.
5 votes -
4 votes
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Payment Options Mail a Check
The client wants the recipient to have the option to check off Mail in a Check or pay via Credit Card.
4 votes -
Option to disable the Redlining Notification
Option to disable the Redlining Notification.
- will allow users to disable redlining notification
4 votes -
Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
4 votes -
attach a pdf to saved messages automatically
Be able to attach a PDF to a saved message, so that you can send it with every document.
4 votes -
Smart content on content library items
Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.
4 votes -
Conditional attachments
Add CLI/attachments to a document under specific circumstances
4 votes -
4 votes
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ability to pass the document to On Hold status
ability to pass the document to On Hold status
4 votes -
4 votes
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Trigger Approvals based on if a section is edited
Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.
4 votes -
Auto-update the approval setting in documents created from this template
Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template
4 votes -
Use Smart content with shared content library items
Option to use shared content library items in Smart content
3 votes -
Payment required to view the document
Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.
3 votes -
Smart Content to Support Drop-down values from variables
For the Smart Content to pull drop-down variable values once the latter gets implemented.
3 votes -
Accept Variables with Blank Value in Smart Content
The functionality to see a variable has a value or is blank within a smart content block
3 votes
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