5389 results found
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Signature cannot be placed until all required fields are completed
Signature cannot be placed until all required fields are completed
9 votesValeryia Baranava responded
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3 votes
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Limit Bulk Send User
Limit the user of the bulk send
1 vote -
Use workflow trigger from Hubspot to update deal status once a document has been signed
Use workflow trigger from Hubspot to update deal status once a document has been signed
5 votes -
Show 2 decimal digits when rounding the price, discard the digits that go next
When calculating and rounding prices in the PT, 2 decimal digits should be taken into account. The third/forth, etc. digits should be discarded. I.e. if the calculation results in 100,0053, the price should be displayed as 100,00, not 100,01
1 vote -
Pop up notification for admin for all users
Would like to have the capability of an admin to notify all users of announcements.
Example: Now that contract negotiations is available, she has 46 users that need to be aware of this feature.
Rather than sending a group email, there could be an option in application to send a pop-up notification to all users sharing the feature and include articles.2 votes -
CompanyCam
We would love to be able to pull images right out of CompanyCam and add into our proposal!
6 votes -
Edit Approval Workflow without editing doc
Customer would like to be able to change the approval workflow after sending without editing the document first.
26 votes -
2 votes
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single row table
A single row table would be very helpfull for a sum on a quate
3 votes -
Lock ability to create a document from an existing sent document
Create a setting to block the ability for users to create a document from a sent document.
Idea is to force them to convert the sent document into a template or use an existing template.
This would reduce the possibility of client data transferring to another document.2 votes -
Recipient names can be set by other recipients
You can send documents to a recipient, and they can set the other recipient names/emails
3 votes -
Tab through variables before sending them out to the recipient
We need to tab through variables quickly
Before sending out the document to a client, we need to complete the variables and then send them out. It would be helpful to our workflow to be able to tab through quickly.5 votes -
Personalize/Change the Form Web Link that is shared
customize the words of the form link
4 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
6 votes -
Currency validation field
Having currency as one of the options for the field validation (email, phone number, social, etc.)
10 votes -
Ability to pull products from Insightly
Insightly integration doesn't allow the customer to pull products (they have had to do their own API integration); was told by Insightly that it had to do with us still being on the old version of their API
1 vote -
Set default country details in Stripe
We are currently using PandaDoc to accept credit card payments via the 'Payment Block' synced to Stripe. We are able to set the default currency, but haven't been able to set the default country details.
7 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Only pay for Forms that are completed vs generated/started
Only pay for Forms that are completed vs generated/started
4 votes -
Preview for Forms: test forms without publishing
The ability to preview a Form before filling out the email address. When someone generates a Form, only to see what it looks like, it still counts against the overall Form total.
7 votes
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