3992 results found
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Ability to set document layout for all the uploaded documents.
Ability to set document layout for all the uploaded documents.
1 vote -
Ability to open the same product in catalog via clicking on it in pricing table.
Ability to open the same product in catalog via clicking on it in pricing table.
1 vote -
1 vote
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[HubSpot CRM] Searchable and selectable tokens on the PandaDoc side
An option to search and select tokens from HubSpot CRM on the PandaDoc side
2 votes -
show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom
show the full number of products in a catalogue when you select them without necessarily having to scroll down to the bottom
It is possible to select all the products only if you scroll down till the end
1 vote -
legal validity of the documents generated / sigend through Pandadoc in Columbia
Legal validity of the documents generated / sigend through Pandadoc in Columbia
2 votes -
Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues.
Prevent variables from moving once filled with data to avoid alignment issues.
4 votes -
Choose document folder via Integromat
Option to choose a document folder when create a document via Integromat
1 vote -
Move document in Draft to a specific folder
Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.
1 vote -
Show page numbers in TOC in exported docx file
Show page numbers in TOC in exported docx file
The TOC is working when the heading is clicked but the page numbers are not exported along with TOC
1 vote -
4 votes
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Mobile Signing- React to finger signature without having to zoom in
Current problem: When signing a contract from your mobile device, it can sometimes be very difficult to use the finger to click on the initial field or the signature fields and get it to react.
Current workaround: Zooming in on the document so that the field becomes bigger and then it reacts.
Suggested change: Format mobile site to provide reaction to using your finger to sign without having to zoom in.
1 vote -
Custom Consumer Consent wording when collecting signatures
To stay compliant with ESIGN/UETA --- PandaDoc displays all of the consumer consent content when capturing the electronic Signatures. However the content is hard-coded and defined by PD. Allow the user to define and system-wide setting that contains the content and then display during the Signature Capture process. Also, log the current wording text in the Audit Trail (in case it changes over time).
3 votes -
have more than 1 signer to use Qualified electronic signature (QES)
have more than 1 signer to use Qualified electronic signature (QES)
A document with a qualified electronic signature can’t have more than one signer.
8 votes -
Conditional approvals based on variables that are imported from CRM
Would like to set up approvals based off of what team someone is on as well as what variables are pulled from the CRM into a document. For example, if someone from the Sales team can/should be exempt from the approval process set up because they are a manager or leadership position.
2 votes -
Selected filters remain when user returns to the documents tab
When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain
3 votes -
Apply the search in the product catalog to similar words, not just identical ones
a way to search for words appearing anywhere in the item record
3 votes -
Have SKU under description in pricing table
Be able to have SKU under the description of products rather in a separate column in a pricing table.
1 vote -
1 vote
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Search Results are no longer sortable
We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
thank you,1 vote
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