6986 results found
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Multiple layers of conditional fields: conditional field within a conditional field
Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."
Thank you!
20 votes -
Export documents from ActiveCampaign to Pandadoc
I want to integrate PandaDoc to ActiveCampiagn. But I have facing problem in migrating files from PandaDoc to AC. I'd like to export files that are on the contact record.
2 votes -
Document show viewed only if a signer viewed
Ability to not have the status change from viewed to Sent when people that are CC'ed open and view the document. Have the document change status from Sent to Viewed only when the Signer has opened and viewed the document.
1 vote -
Deluxe Payments Platform (DPP).
DPP payment gateway (Deluxe Payments Platform (DPP)).
1 vote -
Ability to keep the template currency when importing products from Pipedrive.
Ability to keep the template currency when importing products from Pipedrive.
1 vote -
Signed by Me Section
Section to view all documents I signed
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below! -
Allow approval workflow in bulk sends
Allow approval workflow in bulk sends
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Ability to set up multiple choice within the pricing table via API.
Ability to set up multiple choice within the pricing table via API.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Reporting: Rejection
To be able to report on document rejection stats, examples:
-which templates are being rejected
-which creator
-which approval step is it rejected at
-how many times is the document rejected before approvedAnd somewhere to view the rejection comments
1 vote -
3 votes
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reassign fields after a document is sent
It would be helpful if the fields can be reassigned to a recipient within a document after it is sent.
Ex. onboarding and collecting files from a client, they are completing other parts of the document but another party (included as a recipient) needs to upload documents, it would be helpful to be able to reassign those fields to the other recipient without editing the document and losing all the data from another recipient.- specifically to select fields...not all fields.
12 votes -
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
16 votes -
Upload PandaDoc signed documents to Nimble CRM contacts files.
Every document signed by a client or associate, will be uploaded to a CRM, in this case Nimble. This automation will save time on manually adding hundreds of files into nimble.
1 vote -
1 vote
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Set up the format for different currencies in the workspace settings
Set up the format for different currencies in the workspace settings
1 vote -
Option to include company name in the reporting
To show the company name in the report as we have some signers signing for multiple brands
1 vote -
Edit Email Subject Line Inviting Collaborators
Have the ability to edit the subject line when inviting a collaborator
1 vote -
Ability to adjust video links via API.
Ability to adjust video links via API.
1 vote -
HubSpot two-way sync: add the document link we generate to an email on HubSpot
HubSpot two-way sync: add the document link we generate to an email on HubSpot
1 vote -
View the resolved suggestions on a completed document
We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?
1 vote
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