7095 results found
-
In-person signing signature verification tool
The customer is requesting tools that can be used to verify their customer's signature during in-person signing.
2 votes -
Ability to search for documents based on products purchased
For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.
2 votes -
Ability to add column name to the product name column in Quote builder
Now it has no name while other columns do have a name and it can be edited
2 votes -
Copy document sequence number when using "transfer data to" option
We use the "Transfer data to" option to copy info from a quote to an invoice. We really need to reference the original quote number (for us, uses the Document Sequence Number & some HubSpot variables) to the invoice so the customer knows what quotation they are paying for with the invoice. It would be great to be able to define a "transferable element" as part of a template... i.e. be able to define within the template that if the document is created from a "Transfer data to" option, populate a variable using that info.
2 votes -
Multiple Choice Across Different Sections in Pricing Table
Apply multiple choice for all sections within the pricing table so the recipient can select products across all sections
2 votes -
Set the same document sequence number for several documents
Set the same document sequence number for several documents (in case several documents are sent for the same recipient)
2 votes -
Bulk Delete Documents in "Waiting for Others" tab
Bulk Delete Documents in "Waiting for Others" tab
2 votes -
2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the screenshot below! -
Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)
Option for the recipient to be required to choose between multiple text fields (like radio buttons but with text fields)
2 votes -
User Instructions on a template
The ability to add instructions to users (add an image here, etc) on the template level. Content Placeholder is not an option as it only allows pre-defined selection.
2 votes -
2 votes
-
Improve Workspace Loading
When you have over 20 workspaces, in this case hundreds, the loading time to search for one is longer than expected. It can take 20-30 seconds, sometimes longer. This use case has around 500.
2 votes -
When inviting a new user, add a warning about a potential charge in case there are no space licenses
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the screenshot below! -
Alert or notification that a certain phrase is missing in the document
Ensure that a document cannot be signed if it lacks specific phrases or statements. Use case:
Contracts are sent out for signatures, with the client signing first and the CEO signing afterward, finalizing the document. It is necessary to ensure that the document cannot be signed by the client if it lacks specific required phrases or statements.2 votes -
Customizable Reminders: Custom Intervals and Duration
Option to set customizable intervals between reminders and duration. For example, set up automatic reminders for the invoices sent via Panda twice a month. One reminder every 2 weeks. Length - 2 months. Then it should be stopped sending.
2 votes -
Hide form owner name on embedded forms
The option to hide the author's name when a form is embedded.
2 votes -
Template tags visible in PandaDoc module in HubSpot
Customer would like the template tags to be display in the HubSpot document card (in PandaDoc module) when a document is created from the specific template.
2 votes -
Automatically Move a Document to a Specified Folder Based on Specific Field Criteria
The ability to have an automation trigger an action or actions when a specific field or fields meet the selected criteria. Here is an example:
A document which has two required signatures (client and sales) among other data but most importantly, a field that has a drop down for length of contract terms - 12M, 24M, and 36M. Once the document is digitally signed by both parties, it is moved to a specific folder based on the selection chosen for length of contract terms (e.g. 12M terms gets moved to a folder labeled 12M, etc).
2 votes -
Restrict users from signing the document
We would like one account user to be able to sign the document and another to be able to send the document only
2 votes -
Build reports based on the current document status of the document rather than on the events
At the moment the CSVs generated in the tabs from Reporting -> Data Analytics section ("Leaderboards" and custom reports) are build based on the events. For example, if in the dropdown in the top left corner is configured for "Completed" document only, the CSV will contain the documents that were EVER completed (such documents may have been manually transferred to "Declined" status later). Such a method was chosen because of the technical limitation (reporting service doesn't contain the data about document status). The feature request is to build reports based on the actual status of the document, but not on…
2 votes
- Don't see your idea?