6497 results found
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Automatic notification to manager when a rep's document has been signed.
Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.
1 vote -
Salesforce (Decision) auto upload on document completions
Salesforce (Decision) auto upload on document completions
1 vote -
Ability to save bundled documents separately within Salesforce
Ability to save bundled documents separately within Salesforce the same way you can download separate PDFs from bundled documents within PandaDoc.
7 votes -
Gravity Forms
Integration with Gravity Forms
2 votes -
Embed signature image in the document
Embed signature image in the document and allow it to be valid on the Signature Certificate.
3 votes -
1 vote
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refresh the TOC automatically when headings are inserted, modified or deleted
refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).
3 votes -
Option to put Spaces to separate the characters within a text field.
Option to put Spaces to seperate the character per box
- will allow the user to seperate the charecter per box once the recipient fill it in
2 votes -
option to access the page properties even if it's an uploaded page
option to access page properties even if it's an uploaded page
7 votes -
Have Signature Certificate separated from the document and sent as a separate document / email.
Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document
4 votes -
conditional logic in form
possible in a form to use any of the conditional logic to make it transfer the info into another form automatically
3 votes -
Ability to capture recipient name together with signature field.
Ability to capture recipient name together with signature field.
1 vote -
[Quote Builder]: Ability to edit spacing in quote builder (Design)
Ability to edit spacing in quote builder (Design)
12 votes -
Search in the Actions Required tab of Home page
Would like the ability to search within the Home screen sections, like the Actions Required tab.
5 votes -
Document expiration variable updated when document is edited at a later date
Have the document expiration date variable update in the document when document is edited at a later date.
1 vote -
Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.
Ability to set up fields to accept the value that's being entered only if the number of characters entered matches the condition.
1 vote -
[Integration feature] Map items from Quickbooks to Pricing table and Advanced Quotes
- Will allow the user to pass / sync items from quickbooks to PD pricing table / Advanced quotess
1 vote -
Multi-Step Form
Create a multi-step, multi-paged form for the the recipient to go through.
2 votes -
For recipient - Ability to view all documents in one place.
For recipient - Ability to view all documents in one place.
1 vote -
Show all of Card Details
When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.
3 votes
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