5360 results found
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Hubspot automations: more options to trigger the 'update line items' task
More options for the Document status that allow us to trigger the 'update line items' task for HubSpot. Similar to the options in the 'set deal stage' automation
3 votes -
PandaDoc <> Insightly: pre-assign the recipient
I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'
2 votes -
Document Bundles - Distinct merge fields per document section
Ability to pass discint values for sections where the fields do not interact with other sections in the document bundle.
1 vote -
Option add .webm file as a background image
add .webm file as a background
1 vote -
Ability to create reusable templates of fillable fields that can be layered on to documents
Add feature to create templates of fillable fields layout that can be applied to templates or documents
1 vote -
Zapier: Ability to extract recipient's attachments
Ability to extract recipient's attachments via Zapier.
4 votes -
4 votes
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Update Recurring Column in Quotes: CSV: Bulk
The ability to bulk update the recurring column in quotes
3 votes -
Option to create expandable text blocks / Option to expand and collapse text blocks
Option to make a text block expandable if the content is too large.
4 votes -
Disable default roles from the workspace admin page
Disable default roles from the workspace admin page so custom roles can't be created from them.
7 votes -
Home: waiting for others tab for all documents within workspace
Option to have Waiting for others tab for all documents within workspace
4 votes -
Ability to modify payment getaways on the document/template level
Be able to adjust chosen payment gateways in payment app on the particular document/template with new payment gateway integrations
5 votes -
Pricing Table will update once line item is added on the Deal [CRM]
- Will allow the changes like added lin items will reflect on the pricing table
3 votes -
Improve Suggest Edits appcue to be more obvious
Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
It'd be great to have suggest edits be more intuitive and obvious for a recipient.3 votes -
Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification
Ability to add and set up "contract end date" as a field on the document with the ability to send a contract expiration notification (not the same as the document expiration).
4 votes -
Form with Optional Second Signer
Here is a use case for a form with an optional second signer.
Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.
6 votes -
Audit Trail - Recipient Analytics - Recipient Time Spent viewing Document
I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.
8 votes -
Chat function integration w/ Hubspot
The customer wants to create an eform with us and wants to integrate it with Hubspot chat feature.
Flow:
Once a customer fill out a form, in which they express their interest for a service. They want to be able to chat with them and fix final doubts and then send the contract.2 votes -
Smart content value pass through Zapier
Customer would like to to pass the value of the variable from HubSpot using Zapier through smart content
4 votes -
Content Library - Ability to save whole document
Ability to save whole document/contracts instead of per page only.
2 votesHi,
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