6446 results found
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Hide unchecked line items within the pricing table if they're not selected. Show only selected ones by Recipient
Option to reveal selected items on the pricing table
2 votes -
Collapse content in pricing table: for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it
in pricing table for long text could be hidden/reduced until the recipient clicks on a link/button/widget to open it
2 votes -
Clear Signature and notify sender if recipient verification code was not entered correctly after the 3 attempts
If the Recipient did not enter the verification code correctly after 3 times, the signature field should be cleared. The recipient should have to resign the document again. The sender should also be notified that the code was not entered correctly.
2 votes -
2 votes
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Lock down / restrict document editing after approval
Once a document is approved, lock down ability to edit the document before sending to the client.
Approval is to confirm finalization of the terms on the contract for the client.2 votes -
Default value in the field
To set up a default value in the field
2 votes -
Display revenue on completed documents in Reporting.
Need to have an ability to display revenue on completed documents per month or other specified period in Reporting.
2 votes -
Export documents/proposals from Apple's Pages
Export documents/proposals from Apple's Pages directly into PandaDoc.
2 votes -
2 votes
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Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
2 votes -
2 votes
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Automated workflow in Hubspot based on variables (see the description for more details)
"We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"
2 votes -
Editing signing order from the Send document window
The option to edit signing order from the Send document window.
2 votes -
continue approving document when there are suggestions made, keep it in suggestion mode
continue approving document when there are suggestions made, keep it in suggestion mode
2 votes -
Add a verbiage that the second page is the continuation of the same pricing table
if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table
2 votes -
System variables for a logged-in user: [Document.CreatedBy] variable
e.g. Createdby.username
2 votes -
2 votes
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Formatting possible to format the footer so that it has that yellow background?
Well, there are quite a few limitations on the pricing table formatting
possible to format the footer so that it has that yellow background?2 votes -
Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download
Preserve the PDF layers once exported from PandaDoc
2 votes -
prevent users from accessing specific folders in catalog
prevent users from accessing old folders in catalog
2 votes
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