7089 results found
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1 vote
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Toggle for Suggesting Edits done by Role on the Template Level
Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.
2 votes -
Product Catalog - Ability to modify ElastiSearch
Ability to modify Elastisearch especially if missed the first 2 starting characters wherein the system is not looking it up.
1 vote -
option to resize the optional item check box in the pricing table
ability to resize the optional item check box in the pricing table
3 votes -
export the template details into a spreadsheet
export the template details into a spreadsheet
4 votes -
Form Capability - Drop down menu for recipient options
when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?
1 vote -
2 votes
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Automatically tick a checkbox if it is chosen from the conditional dropbox
Automatically tick a checkbox if it is chosen from the conditional dropbox
1 vote -
Automations: Pipedrive attach PDF when document completed
I would like to attach a PDF to the Pipedrive deal if the PandaDoc document status is changed to "completed." Currently PandadDoc only allows me to attach a PDF to a Pipedrive deal if the document status is changed to "sent." All other CRM automations have the option to choose between "sent" or "completed," so I'm not sure why Pipedrive doesn't have the same automation.
2 votes -
the possibility to choose what should be added to the total in quote builder
the possibility to choose what should be added total in quote builder
1 vote -
The option to include NDA to sign for the recipients before they can access the document
The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.
4 votes -
5 votes
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Download eForm as PDF
Ability to download eForm as PDF to share to other users.
2 votes -
Save eForm to content library
Save eForm to content library
1 vote -
2 votes
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Pass custom product fields into pricing table on Template instead of Document using Salesforce
The ability to pass custom product fields into a pricing table on a Template instead of a Document using Salesforce
1 vote -
Full timestamp in document on date field
Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp
16 votes -
SSO interface
Client is requesting that we create an interface to help clients configure their SSO
1 vote -
Billing refund
Process refund for subscription that has minimal usage.
2 votes -
Change "enter value here" to "enter text here"
Currently when we send paperwork with a text box for the signer to fill out, PandaDoc instructs them to "enter value here", which confuses most people, and they end up writing in a dollar figure, instead of what our paperwork is actually asking them to enter. If PandaDoc's instructions were changed to "enter text here" for text boxes, I believe this would solve that issue. Thanks!
3 votes
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