7358 results found
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SecurityTrax
Ability to integrate with SecurityTrax
3 votes -
Sending PandaDoc's in bulk with verification code
Sending PandaDoc's in bulk with verification code
2 votes -
Use reporting to create graphs
The client is using our Reporting feature regularly sending out the running numbers for his team. He wants to create a graph showing the numbers of his sales rep if they've achieved their target for X month and compare the supposed target to their running numbers when it comes to creating and sending out the doc to their clients along with the doc dollar value.
This would help him not to create the graphs in Excel and or do this on a manual process from time to time.1 vote -
Creating a way to send documents to multiple people via link that doesn't require an email address to be entered.
We have clients who don't provide us with any of the emails of the enrolled participants in our program. However, we need them to sign our documents. DocuSign has a feature that solves this (PowerForm) that I have used previously.
3 votes -
Sender receives an email containing the collected files once a recipient has completed their document
Sender receives an email containing the collected files (from the collect filed field) once a recipient has completed their document
2 votes -
Mass-update CLI
We would like to be able to mass update Content library items in tables
2 votes -
bookmark a page or content of a document similar to Word
bookmark a page or content of a document similar to Word
2 votes -
Requiring Approval for Specific Content Library Items
Option to automatically require "Approval" if certain items from the Content Library are added to a document.
1 vote -
Fields autoplace on the table in each cell
Customer would like the fields to auto place in the table and will perfectly fit
1 vote -
LeadConnector
LeadConnector native integration.
3 votes -
3 votes
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Pull products from Salesforce quote groups
Option to pull products from the Quote object in SFDC that has Quote groups into the pricing table sections automatically
3 votes -
Ability to view pages beside each other
Ability to view document pages beside each other, like in Word
2 votes -
Item fee an optional selection on pricing table
The ability to make the 'fee' an optional selection on the pricing table
3 votes -
Forms that do not show the creator's name on email notifications when they are sent out.
The customer is looking for generic forms that don't display the name of the person who created them on the email notifications that are sent out.
1 vote -
Import data to a table
We'd like to be able to bulk import data to a table
2 votes -
Automatically assign approvers to a template based on the currency
Automatically assign approvers to a template based on the currency of the template
4 votes -
Allow recipient to pay for document during their signing order turn
Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.
11 votes -
1 vote
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Check box requiring signature
to put a check box on a form, that when the check box is selected, it will require a signature.
1 vote
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