7271 results found
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Option to view right away signer of the Forms
- Will allow tuser to view the signers of the forms sothat they can edit the title of the forms with our accessing it one by one
1 vote -
Google Analytics
Google analytics integration.
2 votes -
Multi-team approval workflow
As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.
2 votes -
3 votes
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Changing the information without touching the components of the document
Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.
With DocuSign,…
1 voteHi,
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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move divide between image/text side by side
It is really hard to grab the move boundary line between and image or text block that are next to each other. Super annoying
1 vote -
add multiple pricing tables in once document created via Salesforce
add multiple pricing tables in once document created via Salesforce
4 votesThank you for your idea! I've analyzed your request about adding multiple pricing tables in documents created via Salesforce.
It appears this functionality is already available through our Merge Rules feature. You can define which items should appear under pricing tables and quote builder sections using this functionality.
For detailed instructions on how to configure this, please check our support article: https://support.pandadoc.com/en/articles/9714724-salesforce-map-quote-builder-columns-with-fields
If you're looking for something different than what Merge Rules offers, or if you have a specific use case that isn't covered by the current functionality, please leave a more detailed comment explaining your needs.
Alternatively, I'd be happy to schedule a short meeting to better understand your requirements.
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Approval Workflow through API
Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.
10 votes -
When adding a new approver they can't update any document that was created prior to the change.
When adding a new approver they can't update any document that was created prior to the change. This creates a bad experience where a new doc needs to be created via the template or the new approver can't approve. This creates a bad experience for the internal team and adds a delay for the recipient.
1 vote -
Dynamics CRM triggers a notification
Create functionality in the Dynamics CRM integration to trigger a notification from CRM that can be sent to customer via e-mail
1 vote -
Smart content: rule 'contains' or 'does not contain'
Add a rule which say 'contains' or 'does not contain'
7 votes -
2 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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Report on any document that I am a signer
I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.
2 votes -
Presentation mode: clickable Table of contents
Option to have clickable TOC in presentation mode
2 votes -
change column name in csv when importing products into pandadoc catalog
change column name in csv when importing products into pandadoc catalog
3 votes -
Edit Form Responses
Ability for a recipient to edit a form response after the form has been completed instead of having to resend a new blank form. I.E. A typo or missing information.
Ability to add a note or reason for the sender asking the recipient to edit their form response.
4 votes -
Option to hide the pricing table on specific recipient
Option to hide the pricing table on specific recipient.
- Will allow the sender/user to hide the pricing table to a specific recipient.
9 votes -
Have Different ways of page navigation: turn pages instead of scrolling
The option to have other page navigation options other than scrolling the pages.
3 votes -
Save specific pages to the Content Library together
For example, a document has 10+ pages and a user wants to save a specific section of pages together into the Content Library. Right now, users have to add pages to the Content Library individually and then add them all to one document and then add that document to the Content Library.
1 vote -
Highlight required variables for approver
Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…
1 vote
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