7631 results found
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Option to have the signer read the document before signing
Option to have the signer read the document before signing
- will allow the sender to have the signer to read all of the pages or specific pages before signing in
10 votes -
Pricing table summary reorder columns (or support RTL). Reorder columns in the pricing table total section.
One should have the option to reorder columns of the summary part of the pricing table, not just the pricing table itself, but the summary table which consists of two columns, we should be able to reorder them as for RTL languages the text should appear on the right whereas the numbers should appear on the left.
8 votes -
We need a say to automatically assign a specific signer as the payer via the PandaDoc API.
We need a say to automatically assign a specific signer as the payer via the PandaDoc API. We are trying to utilize a HubSpot workflow or HubSpot Ops Hub feature to automatically assign a specific signer as the payer.
1 vote -
Option (button) to delete a role when assigning recipients to roles and creating a document
delete role during the add recipients stage in creating a document
7 votes -
Possibility to upload Pages (Mac format) on PandaDoc
Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!
1 vote -
Sync document value with custom payment amount
Update document value when set up a custom payment amount in the payment block.
5 votes -
Transfer content between accounts: Option to transfer document /template/Library items to other account.
Option to transfer document /template/Library items to other account.
10 votes -
Change document status to viewed when client opens/checks the doc (not our team member)
In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document
4 votes -
Define image block size and block the possibility of other users to resize it
Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there
4 votes -
Pipedrive released a new feature (see description for details)
Pipedrive released a new feature that allows to enable or disable products when selecting them for a deal (SEE image 1) - when the Pandadoc is created, deselected products are still passed into the Pandadoc pricing table, regardless of toggle (SEE image 2).
This is unintended behavior, can a fix or patch be made to the integration component to filter our products that have been disabled?1 vote -
Ability to set 'not null' condition when setting up conditional content rules (see description)
Ability to set 'not null' condition when setting up conditional content rules, so that the system pulls only those variables which has a value other than '0'
1 vote -
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,
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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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 -
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
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