7033 results found
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private dashboard of docs that contained financial info
A private dashboard of docs that contained financial info so other users cannot see unless invited
6 votes -
3 votes
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16 votes
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2 votes
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Zoho: pass products from related lists
Zoho: pass products from related lists (not from the products in deal directly).
1 vote -
option for biometric/fingerprint signature
An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.
6 votes -
2 votes
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Required field countdown bar in EV2
in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1
1 vote -
Layout of Previous Page Captured When Adding New Page
When adding a new page, the orientation of the previous page is used with the new one.
1 vote -
10 votes
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2 votes
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Data entry tool
Looking for a data entry tool. Complex chart cataloging
1 vote -
Field Validation in forms
Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.
2 votes -
when the document is uploaded to Microsoft teams, there's no option to convert it.
when the document is uploaded to Microsoft teams, there's no option to convert it.
2 votes -
Automation with the internal systems(using freshbook) For invoices and contracts
Automation with the internal systems(using freshbook)
For invoices and contracts2 votes -
pull photos of users to PandaDoc documents from Salesforce
pull photos of users to PandaDoc documents from Salesforce
2 votes -
Forms feature in Nimble
use the forms feature with Nimble integration
1 vote -
Pre assign roles in app
Would love to see pre-assigned roles carry over into the app
2 votes -
Notifications for the "collaborator"
When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.
12 votes -
ability to place checkbox over an attachment
When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
ex. renewal agreement attached to a qbr1 vote
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