6796 results found
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1 vote
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assign an approver to an entire room as well as to a regular folder
Ability to assign an approver to an entire room, rather than to individual documents. They would like to have a team member draw up the documents, add to a room, and then once all 7 documents are ready for review, send an email to the manager, who can then review and send the room to the client. They would prefer the notifications to be applied to only the whole room, and not individual emails for each document. And ability to assign an approver to a regular folder?
1 vote -
Restrict document creators from selecting Skip when adding recipients (force them to select Continue instead)
When the document creators select "use this template", and then select Skip instead of Continue on the Adding Recipient screen, it doesn't apply the preassigned recipients. We would like to have a way to force the document creators to select Continue, so that the preassigned recipients are always applied to the document.
2 votes -
send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline
send a PandaDoc document to a contact in HubSpot when it moves to a certain stage in the deal pipeline
3 votes -
Edit template in automation
Ability to edit template without creating a new automation. Edit "When" not just "Then" section.
1 vote -
Filter timeline by user
Ability to filter the timeline by user/document owner.
1 vote -
HubSpot - show total ARR at the bottom of the pricing table
HubSpot - show total ARR at the bottom of the pricing table
2 votes -
change the document status automatically from expired to declined
change the document status automatically from expired to declined
2 votes -
Pass data to Monday.com
Customer would like to have the ability to pass data from a completed document field signed by their clients to Monday.com
9 votes -
Automations in shared templates
If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared
3 votes -
Edit Company Name in all contacts
Have the ability to search by company in Contacts and edit company name in all contacts
1 vote -
Salesforce formula field - using a dynamic Template + Opportunity for document name
For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used
1 vote -
Salesforce Picklist
The ability for all PandaDoc responses to be captured in the Salesforce picklist.
2 votes -
disable change language option
The ability to disable the change language option recipients have in the document view
2 votes -
External Automations: Auto-Add Predefined Products with Catalog Items
External Automations: when a product is added from the Catalog, an additional predefined product should be automatically added as well.
2 votes -
Allow control of the overflow wrap option so that text blocks can be set to not break words.
Allow control of the overflow wrap option so that text boxes can be set to not break words.
2 votes -
Generate session link for several recipients at the same time
For now, only one session link for embedded signing can be generated at a time. It would be great to have the opportunity to generate a few session links in one call.
2 votes -
Add rows to the pricing table in bulk
I am working on a large pricing table, and I would need to add a couple of hundred rows at once
3 votes -
Ability to use forms in Rooms
Ability to use forms in Rooms
3 votes -
Modify iframe design when using embedded links
The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.
1 vote
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