5387 results found
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bundling approval workflow
Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--
9 votesValeryia Baranava responded
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Option to create a list of completed document on Hubspot
Option to create a list of completed document on Hubspot
- will allow the user to create a list or view the list of the completed document in HubSpot
2 votes -
4 votes
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Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
9 votes -
Require variables to be filled without the option to replace with blanks
It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.
2 votes -
download a template to a .docx from the template list
Ability to download a .docx of template from the main template list
3 votes -
Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document
Option to track who the link was shared to when a recipient forwards a document link
5 votes -
Sync changes in variable names (Monday to PandaDoc)
Instead of re-copy and pasting the variable whenever you make some changes like renaming, it's better if they could be synced so no need to copy and paste again.
4 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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6 votes
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Option to restrict access of document without deleting it using API
Option to restrict access of document without deleting it using API
1 vote -
Drop down menu in forms that will populate fields based on drop down selection
example: I need information on a portfolio of building (number of building is between 1-25)
I have 5 duplicate questions I need answered for EACH individual building. The Drop down would ask how many building would you like to include and based on the number selection, the form will populate my 5 questions questions x the number of buildings.11 votes -
have a PandaDoc documents status show in Monday.com
have a PandaDoc documents status show in Monday.com for a particular row based on an email address
21 votesWe wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Add multiple users to the template automatically vs manually
Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be
1 vote -
1 vote
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Trace uservoice requests - Would like to see all user requests for the company level (all users)
Trace uservoice requests - Would like to see all user requests for the company level (all users)
Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.
4 votes -
Manage integrations via Integrately
To have the option to directly manage integrations via Integrately.
6 votes -
Pabbly Connect
integrate with Pabbly Connect
17 votes -
Open Document button
In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link
2 votes -
Charts for Reporting
Graphical representation reporting - pie charts and other visuals
5 votes -
The ability to conflicting themes to keep formatting.
For example -- at this time, when a content library item is added to a template, it will take the theme of the template and the formatting of the pages may change based on the theme of the template. This feature request is to ask for the ability to have any document or CLI added to another document/template keep it's individual formatting.
8 votes
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