7365 results found
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3 votes
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2 votes
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Bulk Send: Download CSV with variable in document order
To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.
2 votes -
Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)
As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.
3 votes -
1 vote
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Have two account owners
Have two account owners
3 votes -
Anonymous Surveys (Form replies)
Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.
9 votes -
2 votes
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1 vote
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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.
3 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
7 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
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