6985 results found
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E.firma for compliance in Mexico
E.firma is the electronic signature system managed by Mexico’s SAT (Servicio de Administración Tributaria), the country's tax authority. SAT’s efirma adds a layer of compliance specific to Mexico, which can be crucial for Mexican customers who need to meet local legal standards.
2 votes -
Have template name and variables in template name as two separate names.
When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
Example Below:
Template Name: Recurring Subscriptions Full Quote
Document Name: {Company Name] [Create Date]2 votes -
Product Catalog: calculated pricing
An option to create product pricing based on a calculation: the sum of other product in the quote under a certain category. For example, the price of the onboarding fee is a variable set to equal 2x the monthly price of a certain category.
3 votes -
QES: Digidentity
Ability to use Digidentity to QES Feature
3 votes -
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.
3 votes -
Add Option to Automatically Include Currency Symbols in Custom Columns When Pulled from HubSpot Fields Without Currency Formatting
Add the option to include currency symbols in a custom column (if pulled from a CRM field that does not include a currency symbol), so it doesn't have to be added manually after being pulled into a document from HubSpot.
3 votes -
Conditional signers based on radio button selection
Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.
4 votes -
5 votes
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Dashboard auto refresh
Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?
1 vote -
Import product catalog from Stripe to Pandadoc
Ability to get the same product catalog between Stripe and PandaDoc
2 votes -
Option to have a full template view within the platform
The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.
2 votes -
[Quote Builder] Transfer data functionality
Being able to use Quote Builder with Transfer Data functionality.
14 votes -
Sharing multiple content library items across workspaces
Being able to share more than one content library item across workspaces
11 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Conditional questions in Smart Forms
Is there a way on smart forms to show or hide subsequent questions based on the answer to a previous question? This would be setting up conditional logic for the questions in Smart Forms.
3 votes -
Ability to add a meeting link (hyperlink) to the document email body
Ability to add a meeting link (hyperlink) to the document email body
4 votes -
Encryption and Security of Forms
Ability to secure forms with passwords/ sms verfications/ email verifications
8 votes -
[Quote builder] Ability to change the background color for each product
Ability to change each individual background color for quote builder
10 votes -
Adjust/ change payment schedule after signing.
It would be great to have more dynamic options to adjust payments schedule.
1 vote -
Audit Log: Track Account Ownership Change
Add account ownership changes to the audit log.
3 votes -
Open a calendar when click on a date variable
Option to click on the [Contract Start Date] and get a calendar. then, if possible have [Contract End Date] auto-populate based on start date + contract term
3 votes
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