7266 results found
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Automation that will add collaborators to documents
This would be useful for documents created from CRM integrations (Salesforce, Hubspot, etc).
2 votes -
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 votes -
Checklist for Completed Items
Checklist for completed items on a form or document that can be followed by the document owner.
2 votesHi,
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Fields in the webhook response to appear in the alphabetical order
Fields in the webhook response to appear in the alphabetical order. At the moment they are listed randomly.
1 vote -
Send reminders only when document is in Sent status, not Viewed
Have the option to only send reminders when document is in sent status, and stop when the recipient opens it for the first time.
1 vote -
Check Box in PandaDoc based on Salesforce Selection
Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)
1 vote -
Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace
Document sequencing in a second workspace works with a shared template from first workspace
3 votes -
Smart content block next to another block
Add a smart content block next to another block, or to a table
13 votes -
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 -
option for recipient to save the signed document to their own PandaDoc account
option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.
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 -
Bundle document in Salesforce PandaDoc module
Ability to click on the "+ Document" option in Salesforce's PD module
2 votes -
ability to show/hide one of the descriptions based on a language property in HubSpot
ability to show/hide one of the descriptions based on a language property in HubSpot
1 vote -
12 votes
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Stax
Integration with Stax payment gateway
7 votes -
2 votes
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Add Shared with me folder for Templates to mobile app
Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.
8 votes -
6 votes
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