7112 results found
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Tokens/variables for total discount
tokens/variables for total discount
2 votes -
"End of contract" template
end of contract template to be added in the template gallery and dashboard tile for status
2 votes -
2 votes
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Ability to convert content library items to image library items or to move CLIs to the image library
Ability to convert content library items to image library items or to move CLIs to the image library
2 votes -
ReAmaze CRM
Integration with ReAmaze CRM
2 votes -
Add a block for Approved/Rejected documents that are in an approval Workflow
After a document goes through the approval process they stay in the "For Approval" block once they have been approved or rejected. It would be nice for them to move to to a Approved block or a Rejected block for visual confirmation of the process being completed instead of them staying in the "For Approval" until they are sent or Re-submitted for Approval.
2 votes -
Import Canva templates into PandaDoc
Ability to view and import Canva templates into PandaDoc would be helpful.
2 votes -
Include all users in the Leaderboard
Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.
2 votes -
2 votes
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Personal History of Changes: Undo previous actions within account / workspace
track my own history and undo previous changes
2 votes -
Receive a copy of email sent to client
The ability to see the initial email sent to recipients with custom messages.
2 votes -
Change Form Layout
Forms/document look and feel like documents. I would like to change the format to look like a webpage/ landing page
2 votes -
Reporting documents by Updated Date
It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!
2 votes -
Approval on text/content blocks on an order form/contract
When certain items in an order form have been changed (for example governing law, payment terms, etc), there is no approval triggered. As a result of this, legal has to review the entire order form all the time. If would be very beneficial when you could trigger an approval workflow when certain text or content is changed. For example, when the payment term is changed from the default (or default options in a dropdown), the approval workflow for approval by Finance is automatically required.
2 votes -
to be able to bundle the signed document and a new one
The signed document can be added as PandaDoc document to a new document which is not signed.
2 votes -
link from the PDF would automatically be emailed to them if clicked
Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.
2 votes -
instead of having all the forms attached to one it would be separate
I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
So you do not want to have them all within one document but attached somehow to send them altogether?
yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
Like a on boarding…2 votes -
a separate Send action in Zapier
a separate Send action in Zapier
2 votes -
2 votes
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Limit Manual Status Change Function
Ability to prevent users from manually changing status but still have document editing privileges.
2 votes
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