7221 results found
-
Salesforce: assign recipients from look-up field to roles
Option to automatically assign recipients to roles upon document creation in case recipients are added via the lookup field in Salesforce
4 votes -
Display a pop-up letting the team know that a specific approver is in the review stage
It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.
We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.
2 votes -
Ability to automatically generate random number on fields
The customer requests that the field be capable of generating a random number to serve as an order or reference number.
1 vote -
1 vote
-
Recipient view: adding download and print icons to the top right
Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
Adding download and print icons to the top right1 vote -
Ability to take a picture of signer + ID at point of signature vs uploading picture of ID
We need a feature that allows the user to take a picture of himself at the moment of the signing vs just uploading a picture of signer's ID
3 votes -
Report showing failed documents by workspace and user
For a report to be available in the dashboard showing below
1. Failed Sent Documents by Workspace and User
2. Summary of failed documents on a daily, weekly, and monthly basis
3. Show senders error messages of why the documents FailedThis will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document
2 votes -
conditional rule for text field
conditional rule for text field
12 votes -
margins - entire page or document/template
margins - option to apply margins across entire page or document/template
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 video below:
-
Superscript in Product catalog
Option to have superscript in the Product catalog
2 votes -
Ability to copy an image from Excel and add it to the image block
Having the ability to copy an image from Excel and add it to the image block without heavily impacting image quality.
2 votes -
Import Form Selections from CSV Upload
If there was a way to upload the selections for multiple choice fields in forms rather than manually upload — we have one form with a ton of listings that have to be manually added & removed - being able to import a CSV list would be helpful.
1 vote -
MS Teams: all users' notifications
Option to see all users' notifications from all workspaces within MS Teams
2 votes -
4 votes
-
MS Dynamics: automatic template selection based on data fields
Option to select proper template automatically in MS Dynamics based on the data fields selection in the Opportunity (without having manually select the template)
2 votes -
Automations for Salesforce CPQ
Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ
3 votes -
manually change document status - viewed to paid
option to manually change document status - viewed to paid
9 votes -
1 vote
-
1 vote
-
1 vote
- Don't see your idea?