6888 results found
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3 votes
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Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a back-
Ability to set a secondary recipient for documents. If the recipient is not available, the queue automatically sends the document to a backup recipient.
3 votes -
HubSpot variables
If a variable in HubSpot is blank let the system to insert a text field and assign it to the recipient to gather the information instead of the blank variable
3 votes -
Word Doc as an option to download for the client
So it seems the doctype is not something where the columns would go away. I would suggest if possible - the option when se
3 votes -
price based off cost and margin
automatically figure out the Price of an item based off of the Cost I put it and the Margin I would like.
3 votes -
(Form fields) automatically adjust fields size after upload
ability to auto-adjust fields size so the input will not be cut off afer you auto-place fields during upload
3 votes -
Ignore smart content block if no Content Library items are used when document is created via API.
The option to ignore smart content block if no CLIs are used when document is created via API.
3 votes -
Ability to map products into different pricing table sections.
Zoho CRM mapping.
3 votes -
3 votes
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One recipient to review document (without signing) before sending to another recipient
one recipient to review document (without signing) before sending to another recipient. "Signing order" for viewers of a document.
3 votes -
3 votes
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3 votes
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Delete a background when the image is added from Canva
To delete white background (make a background transparent) when the image is added from Canva
3 votes -
Specify location to save document
option to save completed document on different location of device rather than a default location of downloads
3 votes -
3 votes
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Image Block as background image
Being able to set an image block as a background image
3 votes -
Role variables as a placeholder
Option to use pandadoc variables as a placeholder
3 votes -
Validation on 'Create Document' button on Salesforce
Need a way to have validation to prevent the "Create Document" button being clicked on Salesforce only until a text/picklist/checkbox field is "Approved" OR Ticked.
This is to prevent Sales Reps from creating documents until they finish up the pre-requisite process in Salesforce
3 votes -
Document download approval
Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…3 votes -
Ability to add conditional fees.
Ability to add conditional fees.
The customer would like to have an option for his customers to disable fees by uploading a tax-exempt certificate. That should disable taxes/fees in the pricing table.3 votes
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