7283 results found
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1 vote
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Ignore smart content block if no Content Library items are used when document is created via API.
The option to ignore smart content block if no CLIs are used when document is created via API.
3 votes -
Field size adjustment shortcut keys
Allow for [Shift + arrow keys] to adjust the height and width of selected fillable fields to get the exact size needed. Compare to Adobe Sign. [Shift + arrow up/down] adjusts field height. [Shift + arrow left/right] adjusts field width.
4 votes -
send a document to signature via Salesforce automatically
send a document to signature via Salesforce automatically
10 votes -
Highlight/ point out unassigned fields in the template/document
should be an easy way to see which fields are not assigned (in addition to green color, such fields can be highlighted somehow or pointed out/ do have a pop-up so it will be easier to find the unassigned fields
7 votes -
CPQ calculations: Excel Formulas.
Enable much higher flexibility in CPQ with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.
672 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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WorkOrder Standard Object in Salesforce
Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration
1 vote -
enforce users to use catalog items so they can not free text line items into price tables
enforce users to use catalog items so they can not free text line items into price tables
1 vote -
Add SecurePay as payment option
Add SecurePay as payment option
1 vote -
2 votes
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Mark documents as read/App
Mark documents as read in the app to stop getting irrelevant notifications
8 votes -
Make document value optional (for HR and not-commercial documents)
Option to disable the document value for documents that have no commercial value.
For example, HR documents don't have a currency value but they are not worthless as the value 0.00 suggests.6 votes -
Disable Instruction boxes (Start, Next, Finish) when the recipient receives the document during signing in.
Disable Instruction boxes when the recipient receives the document during signing in.
6 votes -
Ability to download the documents to a local storage automatically on the daily basis.
Ability to download the documents to a local storage automatically on the daily basis.
2 votes -
in-person signing for forms
in-person signing for forms
22 votes -
1 vote
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Currency validation field
Having currency as one of the options for the field validation (email, phone number, social, etc.)
10 votes -
The ability to darken the text in the pricing table when option item is enabled.
For example, for recipients who prefer to print out a PDF of a document to read it on paper, it is hard to read the description for items in a pricing table when the text is greyed out because the optional item feature is enabled for the pricing table.
2 votes -
The ability to have conditional logic with template roles.
Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.
2 votes -
2 votes
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