6606 results found
-
Transfer documents from Hubspot to Salesforce
Automatic document transfer from Hubspot to Salesforce.
4 votes -
Limit Salesforce Opportunity status trigger to specific templates
PandaDoc's native trigger settings allow for any document on an opportunity to change the stage. Sometimes customers send multiple documents from an opportunity and need for only certain templates to trigger status changes.
4 votes -
List of Documents with Transferred Ownership: View the New Owner
View which documents had ownership transferred - view who the new owner is
3 votes -
Automatically charge installment payments
The option to automatically charge the payer for succeeding installments.
3 votes -
Add rows to the pricing table in bulk
I am working on a large pricing table, and I would need to add a couple of hundred rows at once
3 votes -
Add hyperlink to products (quote builder and pricing table)
Add hyperlinks to products (quote builder and pricing table)
3 votes -
3 votes
Hi. 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!
-
Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.
Ability to automatically populate direct share link for the document created out of HubSpot deal back to that deal's custom property.
3 votes -
Ability to remove "Action required" items
Ability to remove "Action required" items, without deleting it or without signing or making some actions to the contract or document.
3 votes -
If a recipient chooses one specific field, remove the ability for them to sign other associated fields
If a recipient chooses one specific field, such as initials one field on the document, then they would no longer be able to fill in other fields that are associated. Maybe the other fields would then be grayed out. Basically, they would have to choose between signing one field or the other field, and the one they do not choose will no longer be accessible. This can technically be done with radio buttons and drop-down, however, we would like to see this capability with other fields such as the initial field.
3 votes -
Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only
Ability to send a form to secondary (or more) recipients without specifying their email/ send through link only
3 votes -
Change the subject line of the form
The customer requests to change the subject line on the form when the copy was sent to the submitter of the form. Customer would like the subject line to indicate as them (form creator) instead of the submitter who sent them the copy of the form
3 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! -
Permission: restrict users from downloading unfinished documents (those not completed) in DOCX format
Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format
3 votes -
Reports Select All Filter
When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.
3 votes -
Sharing multiple content library items across workspaces
Being able to share more than one content library item across workspaces
3 votes -
Ability to remove a signer after document has been sent
Ability to remove a signer after the document has been sent
3 votes -
Installments: custom interval
Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.
3 votes -
In the pricing tables, the ability to start at a higher number than 1 for volume based pricing.
I would like the ability to start with a higher number than 1 for the first tier of pricing on the volume based pricing for a product. This is because I would like to set a higher order minimum than just 1 unit. I need to be able to set a higher order minimum when providing quotes to customers.
3 votes -
Group of members (users) within the organization
For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.3 votes -
take or upload photo in Forms
a feature in forms to take a photo on mobile/tablet to upload to a form
3 votes
- Don't see your idea?