7483 results found
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Pebblerei CRM
Ability to integrate Pebblerei CRM
1 vote -
Create Health History Form Template
Option for our app to have health history form
for the health service providers.
eg: Dentist, Doctors, etc.1 vote -
MS word Variable Feature in the pricing table
- the feature will allow the user to input negative numbers eg: [variable c]=[variable a]-[variable b]
1 vote -
Google sheets integration: setup document name
Option to setup the document name and include the recipient's name, so the document name, for example, is shown as Endorsement Agreement - John Smith
2 votes -
Google sheets integration: update document status
Option to update Google Sheets with the document status to see which recipients completed the document
1 vote -
Google sheets integration: variable in the email message
Option to add a variable and populate the recipient's name in the email message when you send the documents via Google Sheets integration
2 votes -
Tag the Geo location when a document is electronically signed
For PandaDoc API functionality to have a functionality in PandaDoc to capture the geo location when a document is electronically signed
1 vote -
Guest have admin role
Have the ability to have guests with admin roles. Such as an IT account that will not create documents
4 votes -
Pull SFDC products upon bundling
Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.
The idea is to trigger products fetching event after the bundling event.
2 votes -
1 vote
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original sender's message to be forwarded using the email delivery method in sending the document
original sender's message to be forwarded using the email delivery method in sending the document
1 vote -
1 vote
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2 votes
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Saved Messages - Notary
Use Saved Messages when sending invites for Notary Sessions
1 voteHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
11 votes -
Automation: Move document to a workspace upon an event
Move a document from one workspace to another upon an event.
For example, an organization wants a separate workspace for all their executed contracts to make sure only people with permissions can access those.
An automation that would move a contract upon Completion to a certain workspace would achieve that.1 vote -
2 votes
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1 vote
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Warn a client about the content library item discrepancy (potential format shift)
When a content library item is inserted into a document/template, the design settings of the content library item are adjusted to to the design settings of the document/template.
If the content library item has design settings that differ from the template/document design settings, the formatting of the content library item might be ruined. The idea is to compare the design settings before the insertion and display the corresponding warning message with the potential consequences (shifted fields and content)
1 vote -
Prevent signers from seeing completed docs
Prevent signers from seeing completed docs
1 vote
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