7365 results found
-
Approval on text/content blocks on an order form/contract
When certain items in an order form have been changed (for example governing law, payment terms, etc), there is no approval triggered. As a result of this, legal has to review the entire order form all the time. If would be very beneficial when you could trigger an approval workflow when certain text or content is changed. For example, when the payment term is changed from the default (or default options in a dropdown), the approval workflow for approval by Finance is automatically required.
2 votes -
Option to add recipient even the document status is completed
Option to add recipient even the document status is completed
4 votes -
Send a recipient link via Zapier as a reminder notification from Hubspot
send reminder via Zapier when the HubSpot in Zap
1 vote -
1 vote
-
12 votes
-
to be able to bundle the signed document and a new one
The signed document can be added as PandaDoc document to a new document which is not signed.
2 votes -
Pricing table - wider description box
if you have multiple columns Price, QTY, Unit, discount, this limits the width of the description box.
In turn this make the pricing table longer if you have detailed descriptions or explanations.In quote Roller the description continued across under price qty unit discount and only left subtotal to continue down (which was ok as it defined the description as part of the product.
Also a way to highlight multiple cells to format text together, instead of having to painfully change each cell.
Separate issue - option to set currency to blank if accidently set to one. If you only…
6 votes -
Collect files field has option to show the file / Collect files field file is visible in a document
Collect files field has option to show the file, like in Ev1. attach files can be viewed
17 votes -
Keep the Document name and the Sequence Auto-Numbering for Bulk Download
Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)
6 votes -
1 vote
-
Several API keys for a single workspace
The ability to generate a few or more API keys for a single workspace.
1 vote -
pass line items formatting from hubspot
pass line items formatting from hubspot
24 votes -
link from the PDF would automatically be emailed to them if clicked
Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.
2 votes -
add a document value custom amount to the template on PandaDoc mobile app
add a document value custom amount to the template on PandaDoc mobile app
When I use a template on a mobile device to create a document, there seems to be no option to input the custom amount I wanted to collect for payment. On the web version I click the currency value top left, but I can't see this on the app
1 vote -
3 votes
-
Ability to get the IP or Identify who accesses the document using Audit Trail
Ability to get the IP or Identify who access the document using Audit Trail
13 votes -
1 vote
-
Google Sheets: follow custom page breaks
In case Google spreadsheet has custom page breaks, after uploading it to PandaDoc, the page breaks should be saved.
1 vote -
Form link: check how many views
Option to check how many views the Form link has (without reponses).
1 vote -
Set signing order within pre-selected content: conditional content based on specific roles / recipients
Currently, the signing order can only be set within the template, but we want to use different pre-selected content blocks for different numbers of signatories. Can the order option be added to pre-selected content? Currently, the only option is to add roles, which all receive the doc at the same time.
1 vote
- Don't see your idea?