5401 results found
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Verbal signature
We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.
NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.
"Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."
1 voteValeryia Baranava responded
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2 votes
Valeryia Baranava responded
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7 votes
Valeryia Baranava responded
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Disable access to the document for recipients once it's completed
Disable access to the document for recipients once it's completed
22 votes -
More Pricing Table Variable Options
Customer was interested in having more pricing table variables to choose from for other columns outside of the Footer rows. (Such as specific items under Price column etc.)
28 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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4 votes
Valeryia Baranava responded
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3 votes
Valeryia Baranava responded
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switch fields in a template/draft document with Tab / the ability to tab to fill out fields in DRAFT status
switch fields in a template/draft document with Tab
11 votesValeryia Baranava responded
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Group for View Only access
a view only license that could be assigned to a group of people so that they see the latest version of a document that will change several times before completion.
2 votesValeryia Baranava responded
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2 votes
Valeryia Baranava responded
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stretch an image to the edges in the header
stretch an image to the edges in the header (both on the left and right side)
4 votesValeryia Baranava responded
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Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
21 votes -
34 votes
Hi. 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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Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.6 votesValeryia Baranava responded
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Localization: Set Signature Certificate language (German, Spanish, Dutch, Portuguese, etc.)
User would like to have the certificate of signature in specific language with local time
28 votes -
4 votes
Valeryia Baranava responded
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PDF field recognition improvements
When uploading a PDF document as a template improve field recognition.
12 votesValeryia Baranava responded
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no extra page when adding item from content library
no extra page when adding item from content library
18 votes -
Grouped variables
replace a particular variable from all my templates all at once
7 votesValeryia Baranava responded
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3 votes
Valeryia Baranava responded
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