5360 results found
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Ability to enable mobile first e-signatures
Allow users to be able to embed a mobile-first e-signature experience into their own app
2 votes -
Salesforce: product description mapping
Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table
4 votesLindsey Schocke responded
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Option to view if the recipient click the link inside the document
Will allow the user to view if the recipient access or click the link that is included on the document
1 vote -
Enhancement to the 'Transfer Data' function: Pass more information
Transfer more such as Completion or Signature Data.
1 vote -
2 votes
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Ability to collect deposit via Authorize net before completing the document
Option to collect a deposit from clients before they receive a finalized agreement. Flow: the client signs, pays and then we will sign.
2 votes -
Search for documents in the Home Screen
Have the ability to search for a document in one of the home tabs.
2 votes -
Use same set of radio buttons across pages
Drag radio buttons from one page to another (for options that are one page long each)
18 votes -
hide the discount column automatically if the discount is 0%
hide the discount column automatically if the discount is 0%
28 votesValeryia Baranava responded
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Use Smart content with shared content library items
Option to use shared content library items in Smart content
13 votes -
GoHighLevel CRM
GoHighLevel CRM
17 votes -
Protect Confidential Documents / Move Documents to New Workspace
Please allow us to move documents to a different workspace OR mark them as confidential. I have new employees coming in that need to work in the main workspace but should not have visibility to existing documents like employee agreements, company financials, certain contracts, etc.
I need a better way to partition documents to maintain confidentiality.
3 votes -
Add fields permission modifications for custom roles
Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients
2 votes -
Trainual
Ability to integrate with Trainual
1 vote -
API: generate session ID for draft document
Option to generate session ID for draft document
6 votes -
Ability to not use a pricing table or a quote builder when adding a document value.
Ability to not use a pricing table or a quote builder when adding a document value.
3 votes -
Document search filters- display all folders containing the key word as results of the search
Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.
It would be good if folders with the key word in titile were showing in the search results as well.
2 votes -
download document while in notary session
Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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optional item - automatically populate the price and hide when not chosen
optional item - automatically populate the price and hide when not chosen
3 votes -
Catalogue vs Price books in SFDC
In Salesforce you can create different price books, which may contain different products and/or the same products but at different prices, e.g., an academic price book and a commercial price book.
How would we go about doing something similar in PandaDoc?
1 vote
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