7484 results found
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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 -
Nicknames and Notes in Contacts
Ability to add nicknames or notes in contact feature
3 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 -
1 vote
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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 -
Stripe: send invoice after payment was made
Ability to generate invoices after the payment was made via Stripe payment gateway instead of creating the invoice manually
20 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 -
Variable for the current date
Ability to have a variable for the current date
7 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
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