7112 results found
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2 votes
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Signing order across multiple documents
Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer
2 votes -
Add pricing items to the summary in Stripe receipt
Add pricing items to the summary in Stripe receipt. For example, if PandaDoc pricing table has 2 items and VAT in the pricing table, this info should be reflected in the Stripe receipt
2 votes -
Ability to access PandaDoc via MS Dynamics' Context IQ
Allow users to utilize PandaDoc while on MS Dyanmics' Context IQ feature.
- Context iQ allows collaboration with colleagues or customers right from Dynamics 365. Start a chat without switching apps and stay focused on the task at hand.
2 votes -
Set max number of items in Volume-based Pricing
I'm trying to put in tiered pricing but it will not let me delete the last line with the infinity. I don't want a to infinity option
2 votesHi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
This way, you can set the maximum quantity your customers can set for an item on the quote-by-quote basis.
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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optional items in pricing table for mobile app
optional items for pricing table in mobile app
2 votes -
Smart content: set a pricing table out of 3 as an automatic source of payment
When the pricing tables are added via Smart content, set up automatically which table will be the source for the payment.
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 -
The ability to set up a maximum limit for discounts in the pricing table.
The ability to set up a maximum limit for discounts in the pricing table.
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 -
Update the existing template with the uploading doc file: Replace source file with DOCX
Update the existing template with the uploading doc file.
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 -
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
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