7438 results found
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API - Link PandaDoc Document to Salesforce Opportunity
Ability to Link PandaDoc Document to Salesforce Opportunity via API
3 votes -
Variable for recipient group
To be able to use variable to auto-populate names of the signers added in the recipient group
3 votes -
Send via SMS on mobile app
Option to send via SMS on Mobile app
1 vote -
Edit how Comments are shown
Have the ability to change how, when, and the names from commentors are displayed when editing template
1 vote -
Bold the Grand Total in the Quote
Bold the Grand Total in the Quote
2 votes -
Lock Template roles
Have the ability to lock Template Roles. Users can edit template but not edit the roles
1 vote -
Multiple Initial options but requiring only one of them to filled out
In our legal document we have 10 options and they need to initial beside the one option they are choosing. I cannot make the initial fields required because I need just one filled out. Radial Button does not work because the text for the options exceeds the radial button text field. I need the ability to group fields and say that choosing one of the group is required with an initial
1 vote -
Group a set of fields and require the recipient to fill in one
Group a set of fields and require the recipient to fill in one
3 votes -
Edit Signer information after signed
Ability to change signer information (Change or add e-mail address) after signing the document.
1 vote -
2 votes
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2 votes
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Fill in data fields automatically based on variable input.
Input that is added to a variable will fill in the matching data field
4 votes -
1 vote
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4 votes
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Edit template in automation
Ability to edit template without creating a new automation. Edit "When" not just "Then" section.
1 vote -
Ability to choose which documents statuses show in the tabs on the Home screen
Currently, there are preselected statuses chosen for each tab (Actions Required, Waiting for Others, Finalized) on the Home screen. Would like to ability to change these.
3 votes -
Ability to share contacts across workspaces
My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.
4 votes -
Filter timeline by user
Ability to filter the timeline by user/document owner.
1 vote -
Download as HTML
Ability to Export PandaDoc document as HTML
2 votes -
Ability to edit the installment date after the 1st payment has been made
Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.
2 votes
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