7585 results found
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2 votes
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The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
2 votes -
Use role variables to auto-populate information on the document but exclude the recipient from the document
I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.
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:
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Unbundle bundled templates
to un-bundle a Template Bundle back into individual Templates
3 votes -
See who is included at the signing level of a document
When you include someone in a document, put little round bubbles to show people's pictures to show you who was included. It would be nice to have a little green indicator around those circles if they are in the document to show that they are actively in there. Kind of like Google Docs when someone is in there, you can see who is in there. The circles are already there so you'd have to indicate a little differently like a green circle around them or something.
3 votes -
Ability to bulk download signature certificates exclusively.
Ability to bulk download signature certificates exclusively.
3 votes -
Ability to name each quote in a document and rename variables for each quote
Being able to name each quote you are using. This way if you have more than 1 quote on a document it is easier to know and retrieve the variables from each quote, instead of having quote1.total, quote2.total, etc
2 votes -
2 votes
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Ability to change the order of grand total section of Quote Builder
Ability to change the order of grand total section of Quote Builder
2 votes -
Showing changes in documents requiring approval
Highlight changes for approvers - this will be a quality of life update for most customers. They would be able to quickly see what has been changed on a document in order to move through an approval workflow that much faster.
3 votes -
Insert a PDF file inside a content page
Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.
4 votes -
option to change "by" for sent documents
option to change "by" for sent documents
2 votes -
Overview tab in the Home view
Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.
4 votes -
Allow the initials box to be in the footer
Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.
6 votesHi,
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:
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Volume-based pricing: for the recipient to be able to choose the volume instead of indicating the quantity
Option for the recipient to select a volume, for example, from 51 to 100, instead of selecting and putting the quantity manually
1 vote -
1 vote
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Ability to edit Pricing table footer via API.
Ability to edit Pricing table footer via API.
1 vote -
4 votes
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ActiveCampaign: Pass Data using Variables to PandaDoc from ActiveCampaign
Allow variables to pass the info to PandaDoc when creating a document from ActiveCampaign.
8 votes -
import variable values using spreadsheet
I want to know can I import the values for the custom variables using a spreadsheet like Excel or Google Sheets
8 votes
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