6902 results found
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Edit documents value under the Home tab.
The option to adjust the document's value under the Home Tab, rather than on the document level.
1 vote -
restrict the user to view the second document if they haven't completed the fields on the 1st document
restrict the user to view the second document if they haven't completed the fields on the 1st document
2 votes -
Option to Download Audit trail in PDF
- Will allow the user tp download the audit trail in PDF form
13 votes -
eVault
Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge…
9 votes -
Assign signature based on coordinates
Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?
3 votes -
Want to send out employment contracts in bulk, but need document.value available in bulk send.
It would be really great to be alto to upload the Document.Value variable with a bulk send. We use that in our contracts to easily see the value of the contracts in the dashboard.
1 vote -
1 vote
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A report of all documents created in PandaDoc showing the associated Hubspot deal
Have the ability to get a report of all documents created in PandaDoc showing the associated Hubspot deal that those documents are created from
4 votes -
Preserve quality of images - PNGs and JPEGs often have low quality when uploaded
Improve the image quality of PNGs and JPegs. PandaDoc often destroys the quality of uploaded images.
1 vote -
Embed a form in an email
Option to embed a form directly into an email, allowing the recipient to access the form without leaving the email.
3 votes -
Support Wordpress video embed in documents
support Wordpress video for documents like YouTube, Vimeo, Wistia, or Vidyard.
2 votes -
Generate Editable Documents in Slack Similar to CRM
Generate editable documents in Slack similar to how a CRM integration works.
1 vote -
Disable recipient download/print PDF option for a document but send PDF copy via email after signing
Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.
7 votes -
Assign specific fields when create doc from PDF form fields via API
Have an option to assign only several fields to the role when create document from PDF with form fields via API. Currently all fields need to be assigned to the role (recipient).
1 vote -
Default View for Catalog
Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.
1 vote -
Save singular fields as content library items
Ability to configure a dropdown field and save it as a content library item to add to documents and templates for future use.
4 votes -
Review Widget (G2, PeerInsights, Yelp)
Have a content block that allows customers to connect to reviews websites (G2, Gartner PeerInsights, Google, etc), filter by their business and have content dynamically appear in documents according to certain rules (eg. no bad reviews). Something like what this vendor is offering: https://elfsight.com/widgets/
1 vote -
Automations for Xero
Automations for Xero
2 votes -
API: generate session ID for Waiting for approval document
Option generate session ID for document in Waiting for approval status
1 vote -
2 votes
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