7206 results found
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Allow recipient to edit fillable fields of another recipient
Option to allow a recipient to edit fillable fields of another recipient. For example, the sales rep is signer 1, client is signer 2, the sales rep prefills the contract but typos the clients business name, I want the client (signer 2) to be able to review and correct.
5 votes -
Custom role ability to create automations
Custom roles: Ability to create automations without accessing the WS docs.
Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.
6 votes -
create a link for collecting files from clients
create a link for collecting files from clients
2 votes -
Send completed document PDF only to a sender
Sender receives the completed PDF but the other recipients do not
2 votes -
Mobile app: match the web version functionality
Ideally would like the mobil app to match the functionalities that are available on the browser in terms of creating & editing documents that would be sent for signature
2 votes -
Smart content: duplicate document and keep changes made to the added content
Right now, duplicating a document that has content via content placeholder with conditions will copy the original content library item brought in, even if changes were made after it was added to a document. This request is for the ability to duplicate a document with changes that were made to the CLI after it was brought into a document.
2 votes -
ConvertCalculator integration
ConvertCalculator integration
2 votes -
Embed payment link
embed payment link
2 votes -
Different title for the document PDF
We would like to have different document names so that so my title will be like ABC - docs for signature and docs file name will be 2024_04 ABC - appt of secretary
2 votes -
Remove response from form/ CSV when deleting the form response document
Remove response from form/ CSV when deleting the form response document. Currently, when you delete a form response document, it still shows up as a response on the form, and in the CSV.
3 votes -
Editable subtotals, columns and smart fields
Add multiple table subtotals to specify which columns we want included in that amount, and reference that subtotal as a variable in the document text
Right now, by default, when you add a subtotal, it just includes all the price columns, but we want to be able to click on it and enable/disable the columns you do or don't want in that subtotal
We also want the discount column to be configurable similarly, where we can specify which columns that discount applies to, because right now it applies to the whole row
We ultimately just need the smart fields to…
1 vote -
Remove deactivated users from approval workflow automatically
Right now, when a user is removed from a workspace, that user is not removed from an approval workflow. An error message is received and the approval workflow can't be updated until the deactivated user is removed from the approval workflow. If that user is in a lot of approval workflows, it will be monotonous to remove the deactivated user from all of the approval workflows.
1 vote -
upload documents to specific Site on SharePoint
Currently the automation to upload a document to SharePoint only allows you to save to the home site. We want to save to a specific site's document location.
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 follow the steps below:
- Select Connect account during the Automations setup.
- In the Authorization window, scroll to Site name.
- Add the name of the SharePoint site you want to connect to. If left blank, Workato will connect to your default home site.
- Use the site name as found in the URL of the site page. For example, if the URL is https://company-name.sharepoint.com/sites/product, use product.
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Add a signature field to the attachment added to the document via Zapier
add a signature field to the attachment added to the document via Zapier
2 votes -
TakePayments - payment integration
TakePayments - payment integration
2 votes -
Report documents created in PandaDoc and linked back to CRM
Report showing documents created in PandaDoc and linked back to CRM
2 votes -
Two separate roles with one signer
Customer would like to be able to assign one recipient in two different roles with signing order
5 votes -
Ability to add a field caption.
Ability to add a field caption
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 video: -
Auto complete documents
Once a recipient fully signs all their fields, the document will be "finished" for them (without the need to click on Finish button)
1 vote -
Ability to create active subscriptions instead of the scheduled ones
Ability to create active subscriptions instead of the scheduled ones
1 vote
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