6884 results found
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Scan for Automatic Renewal Date
Scan document with computer vision (or just date.variables) for contract start date and automatically set Renewal Reminders.
2 votes -
Add the option to prompt the CC recipienst to view the document
is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?
2 votes -
Check the Box will make the text field next to it as a requirement
Check the Box will make the text field next to it as a requirement.
2 votes -
Zendesk Sell Show Lead Documents After Conversion
Documents in Zendesk Sell that were created during the Lead process should be viewable in the PandaDoc integration after the lead has converted into a sale.
2 votes -
Customize Left and Right Border for Page
Enable a left and right border like the header and footer that allows for customization of the left and right border in addition to the header and footer. Allow for images and bars to frame the page.
2 votes -
Refresh tokens in Dynamics
Re-add the refresh token option in EV2
2 votes -
Select multiple text boxes to cleanly copy/paste into Word or Outlook
Select multiple text boxes to cleanly copy/paste into Word or Outlook
(originally spoke to Raena Aniban on support)
2 votes -
last version of google chrome makes an automatic translation of your web site when users wants to sign a document.
last version of google chrome makes an automatic translation of your web site when users wants to sign a document.
2 votes -
Revision Renaming
Would be great to be able to name a revision that you're about to send out, even like "v1", "v2", etc -- revisions are good, but would be great with this
2 votes -
2 votes
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2 votes
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Lock ability to create a document from an existing sent document
Create a setting to block the ability for users to create a document from a sent document.
Idea is to force them to convert the sent document into a template or use an existing template.
This would reduce the possibility of client data transferring to another document.2 votes -
option for adding BBC recipients within PandaDoc
option for adding BBC recipients within PandaDoc
2 votes -
2 votes
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2 votes
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A button to "add rows" to a form template table.
Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.
2 votes -
2 votes
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Pass description formatting from CRM
We have a product in HubSpot with a multi-line description. It would be idea if the full description comes over in the correct number of lines
2 votes -
2 votes
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2 votes
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