6793 results found
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2 votes
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Automatically remove unfilled variables before clicking the Send button
Automatically remove unused variables
5 votes -
Ability through API to toggle on/off the payment gateway for a document
Instead of having to use 2 templates it would be nice to have the option through API to toggle on/off the payment gateway.
1 vote -
Restrict managers from adding in new users. Only allowing them to add guests
Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.
1 vote -
Contract Repository: Fill in data field values for templates/documents in bulk.
Have the option to fill in data field values for templates/documents in bulk instead of one at a time.
1 vote -
Group of members (users) within the organization
For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.9 votes -
Template for Emails
Have templates to choose from when typing the body of the email.
1 vote -
Add and remove line items in Pipedrive whenever a document status changed
Add and remove line items in Pipedrive whenever a document status changed
1 vote -
Mandatory Completion of Smart Block
It would be great if there was a way to make drop down boxes and smart/conditional content blocks mandatory to complete i.e. if there is a box the user must give an answer/complete the box/not bypass it. As far as I can see it is only variables that are mandatory/flagged as not being completed?
1 vote -
Personal saved signature to auto populate when selecting the "Draw" signature type when signing a document
Personal saved signature to auto-populate when selecting the "Draw" signature type when signing a document. Curlier the save the signature does not auto-populate.
1 vote -
Form csv download filtered range of dates
Please provide an option to filter by a range of dates to download completed form data in a csv file.
With over 8,200 form submissions in one of our forms, it takes FOREVER to download the csv file. We need the data in this format. The operation often fails, and we have to try it again and again. :(
If we could have the option to limit the data to download to a narrower window (i.e. the last 1 or 3 months), it should reduce the processing time. Right now, the download csv for form data is nearly unusable.
Thank…
1 vote -
Discount variable in pricing table
The customer would like to pull a discount from Google Forms into the pricing table via variable so it is reflected in the pricing table's total and calculated
2 votes -
Do not override template currency with the HubSpot currency when importing products from HubSpot
Currently, when you import products from HubSpot, the document will take on the currency for the products listed in HubSpot, which overrides the template's chosen currency.
2 votes -
Payment pop-up app after the signer signed the document
The customer would like the pop-up box for the payment to appear right after the signer has signed the document (not when the signer opens the document)
2 votes -
Automations: add the PandaDoc URL to the HubSpot Deal Field
Automatically add the PandaDoc URL to the HubSpot Deal Field
2 votes -
PandaDoc Plugin to other Website: PestPac
Link Pandadoc to PestPac
3 votes -
Do not send the recipient an email containing the document when they start to fill out a form
Do not send the recipient an email containing the document when they start to fill out a form
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!
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Only direct the recipient to the payment if they select a certain checkbox
Only direct the recipient to the payment if they select a certain checkbox. For example I have Stripe payments sent up. If I sent someone a document to sign and they select credit card on the document I would like them brought to the Stripe page to pay. But if they select wire transfer they would not be brought to the stripe payment page.
2 votes -
Restrict Reporting Data Access
The option to restrict what users can access in Reporting (add permission management for Custom Roles).
Example is restricting a user to only see data related to his their own documents.
2 votes -
Setup a due date for recurring payments
Option to setup a due date for recurring payments
5 votes
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