6302 results found
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Set Saved Messages for Specific Users
Ability to create a set of Saved Messages made available for specific users of a workspace to choose from, disabling the feature for them to create their own.
1 vote -
Installments: custom interval
Option to setup custom interval for the Installments, for example, a year, for now max is 90 days.
1 vote -
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.
1 vote -
1 vote
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1 vote
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ability to use column mapping when using the link to opportunity in Salesforce
ability to use column mapping when using the link to opportunity in Salesforce
1 vote -
Link to Completed PandaDoc document to Hubspot deal
I use Hubspot. Can I pull in previous PandaDoc documents that have been signed by a contact who exists in Hubspot and associate them with existing contacts?
It would be great to see the signed document alongside the contact / deal
1 vote -
Editable pdf information is being wiped out when uploaded for E-sign
When we upload a file that is editable for some reason when uploaded the information gets wiped out instead of being flattened with the info and ready for e-sign. : )
1 vote -
Move a workspace to another account
Abilty to move workspace from one account to another
1 vote -
Salesforce Integration: Pull data using radio buttons
Ability to pull data using radio buttons field
1 vote -
salesforce return to parent object from child
This is in relation to the SFDC integration starting from the iFrame. There is a button that says 'return to object' at the top at the point of creating a document. We create docs from child records. It would be ideal to click 'return to object' and be linked to the associating parent object.
1 vote -
Label "Change Signer" to "Change Signer or Update Email"
If a recipient's email is typed incorrectly, having the ability to update the email address is a great feature that already exists. The label "Change Signer" could be more clear with the label "Change signer or update email".
1 vote -
Automations with Hubspot
When updating leads/prospects through the lifecycle of contacted > responded > scheduled > won, it would be great to automatically send signature forms when the lead moves to the "responded" stage for example
1 vote -
Phone number validation
We need to implement phone number validation (i.e. US only) when sending documents with recipient verification
1 vote -
1 vote
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Improve email forward security to prevent impersonation and other risks
When you forward a signature email to another party, this new party can sign as you without anyone the wiser. I perceive this as a potential security breach.
Steps to reproduce:
As sender, prepare a document to be signed by signer1.
Disable the signature forwarding toggle.
Send by email.
As recipient1, forward the email to recipient2 (email forward, NOT the button in the body of the email)
As recipient2, open the document and observe that you are signing as recipient1.On the top of my head, automated email forwarding are particularly problematic in this case, among other security concerns. Also…
1 vote -
Pull fields on a template dynamically via API
So lets say we have 3 recipients that needs to sign the document,means on a Template it should be 3 Signature field
But, since we are working with API, we might not know how many recipients it can be, 5 or 2. How can we deal with Signatures field than? Can it be somehow created dynamically?1 vote -
1 vote
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Automatically fill in blank field
If a field is left blank, setup a rule so it is automatically filled with something you define (e.g. "N/A")
1 vote -
hubspot change object a document was created from
hubspot change object a document was created from
Users are creating in the incorrect object and then starting over in another object.
It would help if a user can detach the document from the company or contact and attach it to the deal1 vote
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