7112 results found
-
Edit how Comments are shown
Have the ability to change how, when, and the names from commentors are displayed when editing template
1 vote -
Lock Template roles
Have the ability to lock Template Roles. Users can edit template but not edit the roles
1 vote -
Multiple Initial options but requiring only one of them to filled out
In our legal document we have 10 options and they need to initial beside the one option they are choosing. I cannot make the initial fields required because I need just one filled out. Radial Button does not work because the text for the options exceeds the radial button text field. I need the ability to group fields and say that choosing one of the group is required with an initial
1 vote -
Edit Signer information after signed
Ability to change signer information (Change or add e-mail address) after signing the document.
1 vote -
1 vote
-
assign an approver to an entire room as well as to a regular folder
Ability to assign an approver to an entire room, rather than to individual documents. They would like to have a team member draw up the documents, add to a room, and then once all 7 documents are ready for review, send an email to the manager, who can then review and send the room to the client. They would prefer the notifications to be applied to only the whole room, and not individual emails for each document. And ability to assign an approver to a regular folder?
1 vote -
Edit template in automation
Ability to edit template without creating a new automation. Edit "When" not just "Then" section.
1 vote -
Filter timeline by user
Ability to filter the timeline by user/document owner.
1 vote -
Edit Company Name in all contacts
Have the ability to search by company in Contacts and edit company name in all contacts
1 vote -
Salesforce formula field - using a dynamic Template + Opportunity for document name
For example, if the aim is for the document name to be Template Title + Full Name (field in the opportunity). It's not possible right now to do this because the field wouldn't know the name of each Template being used
1 vote -
Drag and Drop Content library into text field
Ability to drag and drop a Content Item into a text block.
1 vote -
Pre-assign Roles in Zendesk Support EV2
Allow for integration between Zendesk Support and PD the capability of pre-assigning the recipients to the role when creating a document within Zendesk Support (EV2)
1 vote -
Automations: move Document to another folder based on Date
I would like to move a document from one folder to another folder based on the date. I would like to use this when a date field of the document equals today's date, then move the document from one folder to another.
1 vote -
Fields automatically filling in from information from the quote builder
Whenever a preset item is selected using the quote builder, information within the quote builder is automatically copied into the correct fields, which are linked manually within the template.
This would stop the user having to manually enter this same information into fields which takes time and more opportunity to make a mistake.
1 vote -
Automated welcome email after a doc is completed
I believe, sending an automated welcome email after clients sign a doc, will become a game changer if we can have this feature.
1 vote -
Disable download option within Hubspot
Disable the ability to download a PandaDoc Document from within HubSpot.
1 vote -
1 vote
-
Send to legal team for review
Id like to be able to send our documents to our client for signature and review and then once they sign to automatically send to our legal team to approve of it (they don't have to sign just give an okay) and then once its approved to have it sent to our boss for the final signature and completion.
1 voteHi,
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 link below:
-
Send Payment Reminder from overview tab
Have the ability to send a reminder from the overview tab without needing to go to the Payments section.
1 vote -
Allow a copy of all completed agreements to store externally without template requirement (GDrive)
Allow a copy of all completed agreements to store externally without template requirement (GDrive). This is particularly helpful as we have 30+ templates whereby 1 rule needs to be added for external saving of the agreements (Regulatory requirement). We face the issue if a template is created and the automation isn't saved then the agreement will not be stored externally.
1 vote
- Don't see your idea?