7636 results found
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Ability to automatically hide variables without a value when used in Smart Content
It would be useful to be able to utilize Smart Content to be able to hide variables that have no value / are blank.
3 votes -
Make fields required internally (to require users to upload documents)
When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.
3 votes -
Allow user that is not part of workspace to receive notification of approval
Allow a user not part of the workspace to get notification of approval.
1 vote -
1 vote
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Option to save email body automatically
Ability to save email body automatically when you send the document. So if the pop-up window is closed, the message is saved, or option to restore the email body if it was lost
1 vote -
Document details
To remove the functionality when you click on the properties icon and click on the blank space between the document body and the right panel, it will show the Template or Document Details
2 votes -
Ability to transfer document ownership when a document is created in Zapier
It would be useful to be able to have the ownership of a document changed to someone else on a team such as a coworker / employee when it's created in Zapier.
2 votes -
Sync between prices in Pricing Table
if the price is updated somewhere in the pricing table, ability to update the price automatically in another place
3 votes -
Change payment email after Doc is signed
I would like to be able to change the payment recipient's email address AFTER a document has been signed. Currently, you need to void the agreement and resubmit it.
1 vote -
Ability to autocorrect a letter throughout the document. (MS Word Autocorrect feature).
Ability to autocorrect a letter throughout the document.
(MS Word Autocorrect feature).
1 vote -
2 votes
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Public templates: Adding a PhD proposal template
Adding a PhD propsal template on the Preloaded template
2 votes -
Option to create a list of completed document on Hubspot
Option to create a list of completed document on Hubspot
- will allow the user to create a list or view the list of the completed document in HubSpot
2 votes -
4 votes
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Created by in salesforce should be the document creator
when creating a document in Salesforce, the created by should be the one who created the document and not the one who connected the integration
9 votes -
Webhook retries - If PandaDoc detects the hook hasn’t been accepted - retry automatically.
Webhook retries - can only do manually on some unsuccessful hooks. If PandaDoc detects the hook hasn’t been accepted - retry automatically.
23 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists.
PandaDoc makes 3 attempts to deliver a webhook. After this, you can manually retry failed webhooks, as shown in the picture.
For more information, please check the link below:
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Automation for Zoho: if I select the Zoho CRM Checkbox then a Page or Block with all that informations about the product would appear
Selecting a Zoho CRM Checkbox on a Page or Block, and all the information about the product would appear automatically in the PandaDoc Proposal.
2 votes -
Require variables to be filled without the option to replace with blanks
It would be useful to require variables to be filled out before sending a document, and restrict the ability to replace them with blanks.
2 votes -
download a template to a .docx from the template list
Ability to download a .docx of template from the main template list
3 votes -
Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document
Option to track who the link was shared to when a recipient forwards a document link
5 votes
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