7438 results found
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initials field - customization
initials field - customization/personalized/modify
5 votes -
Limit a user in clicking checkboxes
A client has to create a signed ballot, would like to implement a rule to limit the number of checkboxes a user fills out
1 vote -
Hide read/signed documents in inbox
It would be more helpful if only the ones that needed to be signed shows in the inbox
1 vote -
Add Custom Fonts to Company Branding
As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.
Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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Group users by country or custom property for billing
Group users by country or custom property for billing and then report on those segments
1 vote -
Autofill signature if it was captured on another platform
Option to autofill signature if it was captured on another platform (for example, if the signature was captured in the lead in GoHighLevel)
1 vote -
Automations: send a document when a new lead in generated in Pipedrive
Option to send a PandaDoc document when a new lead in generated in Pipedrive
1 vote -
Expand scope of condition for approvals beyond document value etc
Expand scope of condition for approvals beyond document value, quote or pricing.
For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc
2 votes -
Google sheets integration: variable in the email message
Option to add a variable and populate the recipient's name in the email message when you send the documents via Google Sheets integration
2 votes -
Import JSON to create a template
Option to import JSON to create a template:
I have a downloaded DocuSign JSON file template that I want to convert to Pandadoc. Is there a way to do that? When I try to import the JSON file in the Templates section, I get an error.1 vote -
1 vote
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59 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Email notification that the document has been received
Customer would like to a notification that recipient has receive the document
2 votes -
Ability to pull values from completed Pandadoc Forms and create/update values in selected Google Sheet
This would help our Team cut down time from updating our residents information by automatically updating our Residents info into our specific selected google sheet. Each of our communities have their own Residents Master List Google Sheet. : )
3 votes -
Ability to add contact details from Monday deal
Pandadoc X Monday.com
On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a…
5 votes -
[Quote Builder]: Change Language for Column Titles, footer field names and billing frequencies
Ability to change the Quote Builder's "Price", Quantity" and "Total" to Spanish or other languages
19 votes -
duplicate conditional fields with rules
duplicate conditional fields with rules across all pages
2 votes -
Access PandaDoc through Teams within Dynamics app
Have the ability to access PandaDoc by going through the Dynamics 365 app within MS Teams.
1 vote -
1 vote
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SherpaDesk
SherpaDesk integration
1 vote
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