7365 results found
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Require the form signer to fill in all prompt options to be able to review the document
Require the form signer to fill in all prompt options to be able to review the document
2 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. For more information, please click the link below!
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1 vote
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Approval process linked to pricing table variables
Have an approval process for when a discount is over a certain percentage - for example, set up logic where if the discount is over 10% then they need to go through an approval process. Linking approvals to a specific field / variable request for my customer in the pricing table for CPQ. The customer can do this in SFDC CPQ but likes the PD interface more and would prefer it be done there so that the manager can review and approve the full document to make sure it is good to send.
2 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario:
- You can use Quotes and write approval rules to use quote variables.
- Please see this link for more info: Conditional Approvals in Quote Builder
We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Salesforce: merge multiple tokens into one field
In Salesforce Billing Address is captured in separate fields like Billing, Street, City, State, Postal code and country. How do I merge multiple fields from Salesforce into one field in PandaDoc?
2 votes -
Field Tab Logic Improvements
Currently, based on the tab logic, focus navigates from top to bottom and left to right. However, it also accounts for the pixel height of the field. Therefore, if fields are misaligned, focus will jump to the higher field instead.
2 votes -
Save videos of terminated notary sessions
An archive or the feature that will save videos/recordings even when a Notary Session has been terminated.
2 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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1 vote
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Add additional signers to a document after it has been sent
Add additional signers to a document after it has been sent
4 votes -
Update a document with values from PipeDrive after the document has been sent
Update a document with values from PipeDrive after the document has been sent
1 vote -
Option to see who completed the document from the document list
The client would like to see who exactly had completed the document because the status shows as "Viewed" until everyone has signed it. They wanted this information to be visible without opening the analytics, just from the document list.
1 vote -
Increase recipient limit
Increase limit of 50 recipient
1 vote -
PandaDoc module in custom object in Pipedrive
Add PandaDoc module to Pipderive (i.e Projects)
2 votes -
5 votes
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4 votes
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Bulk send already created draft documents
Bulk send already created draft documents
6 votes -
1 vote
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Require recipients to complete document attachments
Require recipients to complete document attachments
2 votes -
For variables to pass more than 10000 characters
The ability of variables to pass more than 10000 characters focusing on documents created via CRM integrations.
3 votes -
Automations in shared templates
If the automation is added for the template in one workspace, the automation should apply in all workspaces in case this template is shared
3 votes -
Option to bulk create documents via CSV file
Ability to create document from csv just link in Bulk Sending but not actually sending them out
8 votes
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