7365 results found
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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 -
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 -
recipient comments on a document. click "view in document" to take you directly to the comment in the document
When a recipient comments on a document and an email notification comes in, when clicking "view in document" for the hyperlink to take the user directly to the comment.
https://share.getcloudapp.com/7Kuq6LDp3 votes -
Receive responses to whitelabeled email
Ability to receive responses to sent emails from PandaDoc that are whitelabeled
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 -
Customize password submission screen for password-protected documents/folders
It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…
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 -
3 votes
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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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