5388 results found
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Sequence number visible in Pipedrive integration document list
We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.
5 votesValeryia Baranava responded
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ADP
Integration with ADP
6 votes -
1 vote
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Add a possibility to presave approval groups
Would be great to have a possibility to save a approval group for a more convenient process.
10 votes -
stretch an image to the edges in the header
stretch an image to the edges in the header (both on the left and right side)
4 votes -
Option to Set up trigger for opportunity amount in SF
Option to Set up trigger for opportunity amount in SF
1 vote -
Bundling Documents, not only templates
Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.
14 votes -
Alerts/Notification when a reminder / signing order email has been sent to the recipient
Ability to send email/alerts or notifications to the document creators when a reminder has been sent to recipients. / Notifications when emails are sent to subsequent recipients in the signing order, and when any automated reminders are sent.
13 votes -
4 votes
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pricing table subtotal add text
Ability to add more text to separate columns in the pricing table subtotal row - So that extra information, for example number of products purchased, can be summed there.
13 votes -
ability to save customised fields
ability to pre save custom options in dropdown or in a text fields, to not recreate them on a new template/document
12 votes -
10 votes
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Custom report for recipients by status
Would like a report to identify recipients by document status
2 votes -
Status for recipient in approval workflow
Change text in analytics for recipients to "not sent yet" when a document is in the approval status
1 vote -
Approval flow for clients
Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).
The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).
4 votes -
2 votes
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Add merge fields to content library
Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.
6 votes -
Basic Standard/Default Fillable fields: Name, Address, Phone, etc.
Add basic fillable fields as part of the default field options. It is important to have the flexibility to use a 'text field', HOWEVER, there are several BASIC fields that should be part of the default, so users can drag/drop in, WITHOUT constantly reusing and reconfiguring the generic 'text field'. Standard and basic fillable fields such as First/Last Name, Full Name, Email, Phone #, address MUST be part of the default offerings instead of these limited 8 currently.
27 votes -
2 votes
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Format mirroring
Automatic formatting mirroring in two columns of the table
2 votes
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