5387 results found
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Option to filter document in reporting via recipients name
Option to filter document in reporting via recipients name
5 votesValeryia Baranava responded
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Revolut payment gateway
Adding Revolut payment gateway to PandaDoc's integration.
5 votesValeryia Baranava responded
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Blank page does NOT appear when using smart content with multiple pages.
Smart content: A blank page is added when CLI with multiple, uploaded pages is used. It is preferred that the blank page does NOT appear when using smart content.
5 votesValeryia Baranava responded
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Select the whole pricing table as a multiple choice option.
Multiple choice option on multiple pricing table.
This featue will allow a signer/recipient to choose a single pricing table on mutiple pricing table on the document.
- same as multiple option on function5 votesValeryia Baranava responded
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Ability to make radio buttons look like checkboxes.
Set up checkboxes with logic to select at least one for W9 forms.
"Is there a way to set up checkboxes with logic to select at least one? I DO NOT want to use a dropdown list or radio buttons as this is for a W9 form and uses checkboxes. Thanks!"
5 votesValeryia Baranava responded
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play video in presentation mode after the document is sent
play video in presentation mode after the document is sent
They like to send presentations with the video and content to their clients and review the document together while on a call.
Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q5 votesValeryia Baranava responded
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update the close date of an opportunity in Salesforce when a contract is signed.
when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.
5 votesValeryia Baranava responded
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Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)
As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.
5 votesValeryia Baranava responded
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Ability to move pages between two bundle document
Move pages between two bundle document
5 votesValeryia Baranava responded
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Define image block size and block the possibility of other users to resize it
Be able to define the size of content blocks (images, in this case) and then to block the possibility for users to change the size of that block, no matter what image they upload there
5 votesValeryia Baranava responded
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Ability to set the display recipient's email address and not their names in the list view.
Ability to set the display recipient's email address and not their names in the list view.
5 votesValeryia Baranava responded
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Send documents to slack channels
Proposals to Slack
5 votesValeryia Baranava responded
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5 votes
Valeryia Baranava responded
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Charts for Reporting
Graphical representation reporting - pie charts and other visuals
5 votesValeryia Baranava responded
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5 votes
Valeryia Baranava responded
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Sync document value with custom payment amount
Update document value when set up a custom payment amount in the payment block.
5 votesValeryia Baranava responded
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Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document
Option to track who the link was shared to when a recipient forwards a document link
5 votesValeryia Baranava responded
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Smart content: list of variables
If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.
5 votesValeryia Baranava responded
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Accept Variables with Blank Value in Smart Content
The functionality to see a variable has a value or is blank within a smart content block
5 votesValeryia Baranava responded
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Option using zapier to update catalog items
Option using zapier to update catalog items
- this will allow the user to update the items in the Catalog via zapier from CRMs [Hubspot/Pipedrive/Xero/ETC]
5 votesValeryia Baranava responded
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