3829 results found
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Use Ticket object to create docs from Hubspot
Should be possible to use ticket object to create docs from Hubspot
18 votes -
Conditional Content Approval
Needs conditional routing, conditional approvals (More advanced than what we have)
When content within a document is edited to remove or edit clauses from the template send for approval to specific group.
18 votes -
Export all documents list with statuses and other information
Give option to export list of all Documents status.
18 votes -
Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
18 votes -
18 votes
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no extra page when adding item from content library
no extra page when adding item from content library
18 votes -
Recipient verification on Forms (Forms email validation)
Allow the signer of the form to verify the email address as mandatory step to complete the form
18 votes -
Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.
Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.
18 votes -
Fields signing order on a document/form
Add order in which the recipient would be able to act on fields.
18 votes -
disabling all reminders
disabling all reminders at a time
18 votes -
Download Chat / Private Message transcript
Option to download private message /chat on a document.
18 votes -
Sign on Behalf: When Original Signer is OOO
Ability to allow someone else to sign a document if the original signer is out of office,
18 votes -
Text formatting for catalog
At the moment (July 24 2020) in EV 2.0 it's not possible to change the font size and font family in catalog item description and there is no ANY text formatting for catalog item "Name". So the request is to implement text formatting for "Name" and ability to change font size & font family for catalog item description. This functionality is needed to have everything set up when you insert a catalog item into the pricing table.
18 votes -
Flatten PDFs before the upload
If the PDF is not flattened, some content can be missed after upload
18 votes -
Skip cover page for page numbering
Page numbering in PDF starts from the first page, not with the cover page
18 votes -
Recipient: Signature field options
- Add the ability to set different from black signature color.
18 votes -
Add Image Library to banner side/enable full access to edit Image Library
Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).
Enable full access for users to edit and recreate image library however they like.
17 votes -
Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
17 votes -
Date field MM/YY - Month/Year formatting option
Ability to use MM/YY formatting for date fields.
17 votes -
Auto-rename document logic / Rename Forms after completion
Once a document has been completed by a customer if it is possible for that document to automatically have a name change
17 votes
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