7005 results found
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1 vote
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There should be an option online to change the subscription plan to Free eSign plan.
There should be an option online to change the subscription plan to Free eSign plan.
2 votes -
Option to set expiration for link shared with the recipient [Workaround in comments]
Option to set expiration for link shared with the recipient.
4 votes -
1 vote
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Salesforce Data to Populate Checkbox in Doc
We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.
2 votes -
Member role users cannot edit Fields placement along with the Blocks in templates
Prevent Members from editing templates created by others by disabling Fields
1 vote -
Don't show signatures to document participants until the signer completes the process by clicking the Finish button
Don't show signatures to document participants until the signer completes the process by clicking the Finish button
3 votes -
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
Ability to pass billing frequency fields into the pricing table for HubSpot line items.
14 votes -
Auto assign roles with Field Tag Recognition
Pandadoc recognises field tags in a PDF file, but when they are not assigned to any role. This creates a laborious process of going through the whole document assigning roles to each field.
It should allow a tag that includes a role assignment - for example to autoplace a signature for the role called Client 1 it could be something like:
{signature.client_1}
3 votes -
Salesforce: Manually change document status within Salesforce
Manually change document status in Salesforce Integration to decline contracts as necessary
3 votes -
Be able to use smart content and variables to update an existing table vs adding in a new table based or item.
Be able to use smart content and variables to update an existing table vs adding in a new table based or item.
1 vote -
Ability to share Product catalog with contacts without a PandaDoc account
It would be helpful to be able to share product catalog items to contacts who don't have a PandaDoc account.
3 votes -
Set pricing table currency upon document creation via API
Specify the currency for the pricing table in the document when creating the document via API
7 votes -
Flatten all variables from a document into editable text that carries over into a converted template
1 vote -
Auto-Capitalization Option
Auto-Capitalization Option
- will auto capitalize words on the document
2 votes -
Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level
The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.
15 votes -
4 votes
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Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template details" request.
Ability to pull the entire set of choices under the dropdown field and not only the selected one via "GET template/document details" request.
1 vote -
Ability to move pages between two bundle document
Move pages between two bundle document
5 votes -
Bitly
a native bitly integration
1 vote
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