5384 results found
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1 vote
Valeryia Baranava responded
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Send out different documents to different signers via Bulk Send
send different documents for different signers in bulk
9 votes -
The ability to set up a maximum limit for discounts in the pricing table.
The ability to set up a maximum limit for discounts in the pricing table.
2 votes -
Option using zapier to update catalog items
Option using zapier to update catalog items
- this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
5 votes -
WorkOrder Standard Object in Salesforce
Utilize the WorkOrder standard object in salesforce and use with PandaDoc integration
1 vote -
3 votes
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Add SecurePay as payment option
Add SecurePay as payment option
1 vote -
Add custom validity to a signed document
Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month
2 votes -
Option to restrict access to the workspace for the Account owner/Admin
Option to remove Account owner/Admin from the workspace
19 votes -
1 vote
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Active Campaign: Ability to use tokens
Pull in info via tokens with Active Campaign integration
14 votes -
When a document is complete (wet signature) would like to upload multiple docs when changing the status
When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status
3 votes -
Data Merge Pricing Table: Change the date format
I was wondering if you can help us with the pricing table and the date fields. The service start date and end date are taken from HubSpot. The problem we have here is that the date format is not the way we want.
If you check this document you will see that the format is yyyy-mm-dd. But we would like to have it as dd-mm-yyyy. How we can make sure that the format is set to the preferred state
6 votes -
2 votes
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1 vote
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checks with Quickbooks
collect checks with Quickbooks
7 votes -
Download specific pages of a document
Be able to download a completed document's specific pages, to share separately.
18 votes -
Fonts for signatures - Set Default font option or Add Font for Signature Field
Fonts for signatures - Set Default font option or Add Font for Signature Field
43 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Remove all required fields at once
remove all required fields at once
7 votes -
Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
3 votes
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