6461 results found
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Delete a document found in the search
When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)
1 vote -
Activity Reporting for Embed option
Ability to see Activity Reporting for Embed option
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1 vote
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1 vote
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Trigger Doucment creation via SFDC workflows
Salesforce allows for custom functions to be triggered via workflows, process builder, or flows. Ability to create a document, merge tokens from original record, and have it created as record owner.
1 vote -
Add payment app to completed documents
I have a new custome that completed the agreement and wants to pay by CC. How do I do that? I didn't add the payment app to the agreement. They originally wanted to pay by ACH draft and have changed their minds.
1 vote -
Notification for template editing
The notification that you are about editing the template.
1 vote -
Model popup when clicking privacy link in embedded view
Warning that client is leaving the embedded signing experience when clicking on our privacy link.
1 vote -
Link to SF option improvements
The option to unlink and relink documents from all the SF objects.
1 vote -
Require opportunity approval in order to allow a user to send a document
Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.
1 vote -
Web version for mobile
Improve the web application version for smartphones and tablets: so it is easier to move blocks/fields and resize them (in particular).
1 vote -
1 vote
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1 vote
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Separate Tag column in document list
Separate column where tags are listed when viewing documents in the list view.
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1 vote
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1 vote
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1 vote
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Update Document Title when Email Subject with Title is Updated
It would be nice if, when you have to close out of a message when sending a doc, it would save the title you've given the message as it does the body of the email.
1 vote -
1 vote
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Reset Password Protection
reset password on protected documents
1 vote
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