7150 results found
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active hyperlinks in the uploaded pdfs
active hyperlinks in the uploaded pdfs
3 votes -
Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
2 votes -
Update the existing template with the uploading doc file: Replace source file with DOCX
Update the existing template with the uploading doc file.
2 votes -
1 vote
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Option to present/get repoting data in Power BI
Option to present/get repoting data in Power BI
1 vote -
sign in just with Google only
sign in just with Google only
3 votes -
ability to edit margin
ability to edit margin
3 votes -
Validation signature stamps
Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.
41 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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calculate subtotal for 1 item in pricing table
calculate subtotal for 1 item in pricing table ( in case there are many items. at the moment if the quantity is 5 for example, line subtotal will be for all 5 items. Clients need to see also subtotal per item and then subtotal for the needed quantity.
7 votes -
Rule allowing to assign specific contacts from Hubspot to Pandadoc documents
The ability to assign only specific contacts associated with Hubspot deal
the rest contacts that do not match the rule will not be added to the document10 votes -
2 votes
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3 votes
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Decimal places applied on pricing table variables
After setting decimal places within a pricing table, also apply the decimal places to the pricing table variables used outside the table.
6 votes -
separate sandbox vs production webhooks
way to control, limit, or identify when a webhook is being sent for a test document vs a production one
9 votes -
Automated workflow in Hubspot based on variables (see the description for more details)
"We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"
2 votes -
1 vote
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Add DATE to content
when writing up a contract with start dates and end dates.. it would be cool if we can add the DATE block where a calendar actually populates and we can see the dates - helps if we want to see if the date is on a weekend.
1 vote -
4 votes
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Field tags recognition. Ability to adjust height size/font size.
Field tags recognition.
Ability to adjust height size/font size.4 votes -
Metrics/reporting for contract negotiations (redlining). Detailed exportable summary
Would like metrics tracking contract negotiations data. Reps using, edits, etc.
6 votes
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