6788 results found
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Prevent document sending without field information being filled out by sender (fields assigned to the sender by themselves)
Warn document creators that information required by them for fields is missing when sending documents.
6 votes -
HubSpot: Push contacts birth dates and custom fields from Company Record
At the moment (25 August 2020) it is possible to pull only the following contacts fields when you create a document from Company record in Hubspot : first name, last name, email address, phone, company name, job title, street address, city, postal code, country, state/region. The feature request is to be able to push contacts date of birth & contacts custom fields when you create a document from the Company record in Hubspot
4 votes -
WaveApps
WaveApps to create and send invoices for integration
2 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
23 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
12 votes -
Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)
Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).
It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.
26 votes -
Set multiline text settings for fields in bulk
Set multiline text settings for fields in bulk
5 votes -
1 vote
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4 votes
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Better toggling between workspaces
They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.
4 votes -
Catalog: Private Notes for Catalog Items
A place for private notes when adding catalog items.
4 votes -
Upload custom font via file upload
The ability to have custom fonts outside of Google fonts in EV2.
74 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Trigger Doucment creation via SFDC workflows
Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.
1 vote -
Share a document link without adding a recipient's email
My client does not have an email address. Is there any way I can send her a link for her to sign?
14 votes -
7 votes
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Lock Signing Order
Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.
11 votes -
Dashboard Approval
Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.
13 votes -
Capsule CRM
Integration with Capsule CRM
8 votes -
Text blocks values move along and expands with the Fields value if added. Dynamic fields.
move the other placeholders when text fields expand when the multi-line is enabled
29 votes -
PipeDrive: Add PandaDoc contacts to PipeDrive
Ability to pull created in PandaDoc contacts to Pipedrive
9 votes
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