6797 results found
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Upload video from computer to video block
The customer is requesting the capability for the video block to accept videos uploaded from her computer and automatically play when the recipient receives the document.
3 votes -
Export list containing document name, template used, and HubSpot object ID from a document
Export list containing document name, template used, and HubSpot object ID from a document
3 votes -
[Quote Builder] Add variable in quantity column
place a variable in the quantity section of a quote to populate the number automatically (from Pipedrive CRM)
2 votes -
option to have a fillable field without any assigned recipients
option to have a fillable field without any assigned recipients
5 votes -
Ability to create your own home page filters
Ability to create your own home page filters for sorting documents
6 votes -
Ability to have a toggle for Annual or Monthly pricing in the Quote Builder
It would be helpful to have an option for the recipient to select between Annual and Monthly pricing options, similar to how PandaDoc pricing has the option on the pricing page for Monthly or Annual.
3 votes -
Move a workspace to another account
Abilty to move workspace from one account to another
1 vote -
Salesforce Integration: Pull data using radio buttons
Ability to pull data using radio buttons field
1 vote -
salesforce return to parent object from child
This is in relation to the SFDC integration starting from the iFrame. There is a button that says 'return to object' at the top at the point of creating a document. We create docs from child records. It would be ideal to click 'return to object' and be linked to the associating parent object.
1 vote -
Label "Change Signer" to "Change Signer or Update Email"
If a recipient's email is typed incorrectly, having the ability to update the email address is a great feature that already exists. The label "Change Signer" could be more clear with the label "Change signer or update email".
1 vote -
Automations with Hubspot: automatically send document when deal stage changes
When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example
1 vote -
2 votes
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conditional rule for text field
conditional rule for text field
9 votes -
Improve email forward security to prevent impersonation and other risks
When you forward a signature email to another party, this new party can sign as you without anyone the wiser. I perceive this as a potential security breach.
Steps to reproduce:
As sender, prepare a document to be signed by signer1.
Disable the signature forwarding toggle.
Send by email.
As recipient1, forward the email to recipient2 (email forward, NOT the button in the body of the email)
As recipient2, open the document and observe that you are signing as recipient1.On the top of my head, automated email forwarding are particularly problematic in this case, among other security concerns. Also…
1 vote -
Pull fields on a template dynamically via API
So lets say we have 3 recipients that needs to sign the document,means on a Template it should be 3 Signature field
But, since we are working with API, we might not know how many recipients it can be, 5 or 2. How can we deal with Signatures field than? Can it be somehow created dynamically?1 vote -
Automatically fill in blank field
If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")
1 vote -
customize the email notification message sent to the recipients that the document is waiting for payment.
customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"
5 votes -
Ability to input variables on uploaded PDF
Ability to input variables whenever an uploaded PDF file in template/document creation.
4 votes -
Option for a Custom Role with no document editing feature to have option to add a Collaborator
Option for a Custom Role with no document editting feature have option to add a Collaborator
3 votes -
2 votes
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