7585 results found
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Clio
A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance…
5 votes -
1 vote
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Line item discount: one to the price, the second one for the subtotal
Add two discounts to the pricing table, one to the price, the second one for the subtotal for each product
1 vote -
Customize wording on e-mail sent
Ability to have a portion of the document, choice or customize the wording in the e-mail when the document is sent
2 votes -
Ability to restore deleted images from image library
Ability to restore deleted images from the image library
2 votes -
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification in Microsoft Teams
1 vote -
Different colors for dropdown items
Different colors for dropdown items
2 votes -
Advanced Reporting for Content Library-ALL Workspaces
Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.
1 vote -
Change document value via Zapier
Change document value via Zapier
1 vote -
Setup recipient quantity editing feature on the template level
We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!
1 vote -
Rooms - add documents from all workspaces or ability to switch workspaces within a room to import a document to the active workspace
Rooms - add documents from all workspaces or ability to switch workspaces within a room to import a document from another workspace into the active workspace
1 vote -
Rooms - Multi-select documents for one task
https://drive.google.com/file/d/1p6-IFYc2Vu7bQGN12wdZzTfoXdKC7RPq/view?usp=drivesdk
It would benefit to multi select several documents at the same time for a specific task.
1 vote -
6 votes
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Allow an attachment to be rotated.
Allow an attachment to be rotated
2 votes -
Ability to filter documents per signer company name
Ability to filter documents per signer company name
2 votes -
PandaDoc in Salesforce Financial Service cloud
Adding PandaDoc module to Salesforce Financial Services Cloud
2 votes -
display recipients name on document list
Should easily display the signers name in the My Documents section
I have to hover over the initials to see who the document is for2 votes -
Pass values from HubSpot if the field is not added to About this deal section
Option to pass values from HubSpot custom fields that are not displayed in the "About this deal" section of the deal
1 vote -
"Fill In" option retaining Focus in Unfilled Fields
The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.
2 votes -
Have a form automatically signed by the publisher when published
Need to embed my contract as a form on my website, and when the client starts the form, I want my signature (Publisher) to already be there.
2 votes
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