7286 results found
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"My Signature" tab should be available in Free eSign plan.
"My Signature" tab should be available in the Free eSign plan where the uploaded signature in the Personal info settings appears under this tab to automatically input the signature in the document.
From: info@steuern-schuster.de1 vote -
Contact change will change a recipient email in a live document.
When entering an email address incorrectly, the user should be able to make a change to the Contact in the Contacts area, and it should allow for that email address to correct for the Recipient in a live or open document. Currently, it does not make that change, which results in the user needing to a.) Add another recipient, changing signer status to the new recipient, and deleting the incorrect recipient, or b.) starting over with a new document if A fails, which it currently is with a bug in the system.
9 votes -
Set document's/template's name when creating a document from a CRM (Hubspot, Pipedrive, Zoho, Monday deal)
save template's name when creating a document from a Hubspot deal
87 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures
This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.
1 vote -
PDF field recognition imporvements
When uploading a PDF document as a template improve field recognition.
10 votes -
Internal hints, notes within document instead of as comments or in line chat
It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.
14 votes -
2 votes
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update a deal status in hubspot when using a bulk send
update a deal status in hubspot when using a bulk send (possibly with Zapier). So when a document from the bulk send is completed - update a deal status to completed.
4 votes -
1 vote
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Automatic conversion of Excel file to PDF within PandaDoc
Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)
11 votes -
3 votes
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Ability to switch the entire catalogue currency.
Ability to switch the entire catalogue currency.
2 votes -
Edit uploaded PDFs
Option to edit uploaded PDF, convert to editable document/template
283 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Approval workflow in forms
Approval workflow in forms
34 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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removing recipient's name as sender for forms
Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.
Exact wording from customer:
So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…
5 votes -
[Bulk Action] Export and bulk delete documents from a particular template
Bulk Export and Bulk delete documents of a particular template that have been completed
4 votes -
Dynamic document owner: Allow Zapier to change document owner
Currently the owner of the incoming document is the one connected with Zapier. It would be powerful to allow Zapier to select which user the document will be assigned to in the case of sales representatives, etc. In a larger organization, it is unrealistic to have a designated Zapier connection for every representative. In Zapier, a lookup table would perform the user mapping, and could pass the email of the user in.
10 votes -
ability to use variables for Pipedrive line item taxes separately and not as a sum.
ability to use variables for Pipedrive line item taxes separately and not as a sum.
1 vote -
1 vote
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15 votes
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