7325 results found
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Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces
Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.
At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
Additional layer, it's unknown where else that template needs updating.2 votes -
2 votes
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List of Documents with Transferred Ownership: View the New Owner
View which documents had ownership transferred - view who the new owner is
3 votes -
Recipient experience: select an option for full or split payment
We would like to give a signer the choice of paying in full up front with a discount or full price in 2 payments.
4 votes -
Table of Contents for all documents that are bundled as one document.
Table of Contents for all documents that are bundled as one document.
3 votes -
53 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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set optional item in PipseDrive
Set the item as optional in Pipedrive, sync to PandaDoc as optional and be added to the pricing table as optional automatically
1 vote -
Integration with Rexx Systems
Native integration with HR Management System Rexx Systems
2 votes -
Integration with AgencyBloc
AgencyBloc (a CRM for insurance brokers)
2 votes -
Pipedrive upload PDF of documents other than Completed in History
Right now, the History in a Pipedrive deal will only show PDFs of documents in completed status, not any status
1 vote -
Catalog - option to not have a price for an item
Catalog - option to not have a price for an item. Not required to enter a price when creating an item/product in the Catalog.
3 votes -
when adding a user have a dropdown to identify the team they are associated with
It would benefit to be able to categorize the team the user belongs to when adding a user with a dropdown when inviting them to the workspace.
This would help with understanding the use case when connecting with the user for feedback.
More importantly it would help build a QBR based on the use case to steer behaviors.
Customer feedback has been that they do not want to attend engagement events as the data is combined and not related to their specific use case to drive adoption behaviors.
10 votes -
Mass Update Fields - Required/Optional and Font Size
Apply field properties to all selected fields including:
- required/optional
- font size
Align all selected fields (left, middle right).
27 votes -
Hide a volume based pricing in the Quote builder
Hide a volume based pricing in the Quote builder
2 votes -
Send via SMS on mobile app
Option to send via SMS on Mobile app
1 vote -
Edit how Comments are shown
Have the ability to change how, when, and the names from commentors are displayed when editing template
1 vote -
HubSpot fields required to be filled out in order to send PandaDoc document
some kind of process where certain fields must be filled out in HubSpot in order for the template to be sent out via PandaDoc.
2 votes -
Lock Template roles
Have the ability to lock Template Roles. Users can edit template but not edit the roles
1 vote -
Multiple Initial options but requiring only one of them to filled out
In our legal document we have 10 options and they need to initial beside the one option they are choosing. I cannot make the initial fields required because I need just one filled out. Radial Button does not work because the text for the options exceeds the radial button text field. I need the ability to group fields and say that choosing one of the group is required with an initial
1 vote -
Edit Signer information after signed
Ability to change signer information (Change or add e-mail address) after signing the document.
1 vote
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