6974 results found
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Pull information from changed library item to existing document
once CLI is changed, it will change info in the documents where this CLI was added.
1 vote -
Recipient verification on Forms (Forms email validation)
Allow the signer of the form to verify the email address as mandatory step to complete the form
17 votes -
PO make out of a proposal once it is completed
When a proposal is completed need to make a PO from there to place an order with a vendor
1 vote -
automatically change the values coming from SFDC to the pricing table (e.g abbreviations)
we should be able to automatically change the name of the SF products in the pricing tables. For example if we have a product called EC in SF can we have it displayed as Employee compliance in the pricing table when this is pulled in
1 vote -
2 votes
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Shared with me folder to be available from HubSpot on EV2
Shared with me folder to be available from HubSpot on EV2
3 votes -
Add a dynamic date field to put on templates
- Be sure to not have to change the date manually before generating a document via a template.
4 votes -
Download Trail
A feature to track the users who have downloaded the files in the workspace
5 votes -
Collaborative Version History: if someone made a revision on a template
An updated version of the version history where it shows all the users who made changes in a file.
5 votes -
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
Lock the downloaded PDFs so that recipients are not able to edit completed documents once downloaded
8 votes -
[Hubspot] Create a document from a predefined object in Hubspot only
A customer wants to decide in which object their sales team is able to create documents.
5 votes -
Pass Pricing from Hubspot to PandaDoc Fields
To have the option to incorporate pricing to text fields instead of just the pricing table.
2 votes -
Electronic Vaulting
Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank
7 votes -
Justify Text
Justify tex properly, there is an option but it does not change anything within the text.
6 votes -
Transfer field values from one document to another. Duplicate / Import fields. [Workaround in comments]
I use a legal building contract that I need to upload in Pandadoc for each project that we make. My document is 52 pages and each and every page has to have an initial. It's a painstaking job to drag and drop 3 to 4 signatories fields on each page.
It would be great if all the signatory fields can be selected in a clipboard and copied on multiple pages quickly.
I hope this function comes sooner than later or if it's already there, I would appreciate to hear back from someone at Pandadoc.The use case includes: Transfer fields…
24 votes -
Catalog item description formatting on import
Allow to pass the formating for item descriptions for catalog items
3 votes -
4 votes
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Forms Presets/Templates
Have ready-made template/presets for Forms as we only have it with templates/documents for now
7 votes -
Display tax percentage in pricing table for 2.0 (like it worked for 1.0)
Allow the ability to show the tax percentage and the tax amount like you were able to do in the 1.0 version of the pricing table. See the screenshots as an example
4 votes -
Diffrent options to indicate the signer (for ex. mobile number)
have an alternative if the signer dont have email can we use like mobile numbe
1 vote
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