7008 results found
-
Humi
Integration with Humi
1 vote -
Checkbox in a document for internal usage while reviewing
a way to use a 'checkbox' field in a template that can be clicked/unclicked when reviewing the doc rather than by a signer
1 vote -
for the creator license to not be able to to edit the signing order in the document
for the creator license to not be able to to edit the signing order in the document
1 vote -
Smart content: be able to pull CLI background image
If:
-Template theme doesn't have a background image
-Page of the template where conditional smart content block is placed doesn't have a backround imageThen
-Be able to pull the background image of the CLI for the page in the resulting document1 vote -
Receive a copy of email sent to client
The ability to see the initial email sent to recipients with custom messages.
2 votes -
Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.
Ability to add custom meta data on the template level within PandaDoc editor, so it gets pulled upon GET Template Details API call.
4 votes -
Change Form Layout
Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page
2 votes -
populate two salesforce opportunities in one pricing table
populate two salesforce opportunities in one pricing table
For example, Product and coupon opportunities in populated within one pricing table.
1 vote -
Resize the table in the Reporting section
Resize the table in the Reporting section
1 vote -
5 votes
-
Option to switch off "User joined workspace" notification for Admin users
Option to switch off "User joined workspace" notification for Admin users
14 votes -
increase document list results
The doc says the Default is 50 and Max is 100. We need more results during the document list API call
1 vote -
Update uploaded file layout
Add an option to match layout of the uploaded file to pages in PandaDoc
10 votes -
Reporting documents by Updated Date
It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!
2 votes -
Approval on text/content blocks on an order form/contract
When certain items in an order form have been changed (for example governing law, payment terms, etc), there is no approval triggered. As a result of this, legal has to review the entire order form all the time. If would be very beneficial when you could trigger an approval workflow when certain text or content is changed. For example, when the payment term is changed from the default (or default options in a dropdown), the approval workflow for approval by Finance is automatically required.
2 votes -
Dropdown functionality under Content Blocks
Currently, there are limited options under Content Blocks, such as Text field, table, and pricing table. The issue that we are facing is that the document creator has too much flexibility to enter what they want in a text block. It would be very beneficial when they could select an option from a dropdown menu, which has been set up at template level. This also prevents issues with triggering smart content items based on the rules due to typos.
4 votes -
Send document directly from the Hubspot to the customers avoiding Draft option
It would be nice to send documents directly from Hubspot to recipients without editing them in PandaDoc.
3 votes -
1 vote
-
to be able to bundle the signed document and a new one
The signed document can be added as PandaDoc document to a new document which is not signed.
2 votes -
Option to present/get repoting data in Power BI
Option to present/get repoting data in Power BI
1 vote
- Don't see your idea?