7255 results found
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Report showing failed documents by workspace and user
For a report to be available in the dashboard showing below
1. Failed Sent Documents by Workspace and User
2. Summary of failed documents on a daily, weekly, and monthly basis
3. Show senders error messages of why the documents FailedThis will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document
2 votes -
2 votes
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Document sequence number token appears in template name when creating a document through HubSPot
Currently the document sequence number only appears in template name when creating a document from PandaDoc but not when creating it from HubSpot. We identify templates according to the sequence number so having this number appearing in the template name whatever way you access it is very important to us, because all our employees create documents from HubSpot.
1 vote -
Restrict download bundle as separate files
A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.
1 vote -
Automations for Salesforce CPQ
Option to have Update opportunity status when PandaDoc status is updated automation when using Salesforce CPQ
3 votes -
Pipedrive: map additional discount to the total discount in pricing table
Option to show additional discount from Pipedrive in the total of the pricing table in PandaDoc
1 vote -
Link signature fields via field ID to auto-populate across the document.
Ability for users to link signature fields
4 votes -
Check if recipient made a screenshot of the document
Option to check if recipient made a screenshot of the document
1 vote -
Editable dropdown for the recipient
Option for the recipient to adjust values in the dropdown as well as select the option
1 vote -
Better setup and formatting for documents when they are downloaded by the Recipient
Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)
4 votes -
Being able to extract existing graphics from the Reporting feature
Being able to extract existing graphics from the Reporting
5 votes -
Remove the window that allows users to send document without filling them out
Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.
3 votes -
Being able to restrict editing some variables
I would like to remove the possibility for my users to edit some variables that are pulled from the CRM.
1 vote -
When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups
When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups. Many of the pricing tables and table blocks break or show in document has divided. Each user needs to review the document before sending it out.
3 votes -
Notification with PDF
Have the ability to receive a PDF of the notification to view on mobile.
1 vote -
Second signer is required depending on the rule
Option to set a rule where the second signer is only required if their presence is indicated
1 vote -
pre-select item in quotes and lock it so that the customers won't be able to edit it
Pre-select the product for the client in quotes and lock it so that they cannot edit it.
2 votes -
5 votes
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Allow negative $ amounts in a catalog item (ex. a flat military/first responder/teacher discount)
I would like to be able to put in a negative number for a line item in the catalog so that clients can see the discount as an item and it's clear for them to see in the quote.
10 votes -
Disable removing recipients in CC
Option to disable removing recipients in CC, always keep recipient in CC
6 votes
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