5387 results found
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Generate report on the time of document signing
Ability to generate a report on the time when the document was signed
2 votes -
2 votes
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Ability to view the background image within the page properties.
Ability to view the background image within the page properties.
2 votes -
Link inbox so multiple users can view it
Link Inbox so 2 users can view it.
1 vote -
add tags to documents created via zapier
add tag to documents automatically via zapier
3 votes -
7 votes
Valeryia Baranava responded
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Option to have the signer read the document before signing
Option to have the signer read the document before signing
- will allow the sender to have the signer to read all of the pages or specific pages before signing in
10 votesValeryia Baranava responded
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Pricing table summary reorder columns (or support RTL). Reorder columns in the pricing table total section.
One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.
8 votesValeryia Baranava responded
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We need a say to automatically assign a specific signer as the payer via the PandaDoc API.
We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.
1 vote -
Sync document value with custom payment amount
Update document value when set up a custom payment amount in the payment block.
5 votesValeryia Baranava responded
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Change document status to viewed when client opens/checks the doc (not our team member)
In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document
4 votesValeryia Baranava responded
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Pipedrive released a new feature (see description for details)
Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?1 vote -
Ability to set 'not null' condition when setting up conditional content rules (see description)
Ability to set 'not null' condition when setting up conditional content rules, so that the system pulls only those variables which has a value other than '0'
1 vote -
Change the default screen for creating a document: Make My templates a default page when creating documents
Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:
3 votesValeryia Baranava responded
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Condensed version of documents
A condensed version of the document. For example, internally the client needs only about 3 pages of the 12-14.
Let's say there is a document with 18 pages. A lot of which is marketing and not a specific agreement. Therefore once signed, we only need page 10 once signed. Also, internal finance and logistics departments only need page 10 as well. Therefore, once signed, 2 PDFs are needed: one complete and one, 1 page.
2 votesValeryia Baranava responded
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Checklist for Completed Items
Checklist for completed items on a form or document that can be followed by the document owner.
2 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 link below:
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15 votes
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Document.Value is calculated from a template rather than individual documents
Document.Value is calculated from a template rather than individual documents
1 vote -
Ability to add comments to Audit trail
Ability to add comments to Audit trail
2 votes -
Edit the email of the sent document then auto resend it after it was changed
Edit the email of the sent document then auto resend it after it was changed
2 votes
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