6930 results found
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5 votes
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Trigger Approvals based on if a section is edited
Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.
5 votes -
5 votes
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Ability to add the reference number on PandaDoc docs
Ability to add the reference numbers (like quotations (e.g citations) on Pandadoc docs
5 votes -
Set messages for Chat as Public by default
Public comments are available by default (for now, private comments come by default).
5 votes -
Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft
Auto delete expired documents after 1 year being expired and drafts after 1 year being in draft
5 votes -
Specify what type of signature is allowed - i.e. "draw" on kiosk form, but select on mobile
Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile
5 votes -
5 votes
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Add logic after a document is completed
Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)
5 votes -
Push Form document to Salesforce
Associate a completed Form response to a Salesforce record.
5 votes -
Full Document History after clearing fields
If a document was signed then fields are clear, you can no longer see the history or the signed version. Would like to be able to see the full history.
5 votes -
Personalized video greeting
Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.
5 votes -
Block ' assign' fields
Allow it so that a 'block' of fields to be signed/allocated can be allocated in one go rather than having to allocate every field in the block individually for signature/completion.
5 votes -
signature date syncs back to HubSpot
true two way sync where dates sync back too (i.e. signature date)
5 votes -
5 votes
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Restrict editing prices for catalog items
Ability to restrict editing the prices for specific users when they add items from the catalog, i.e the user can edit the pricing table, add products, but cannot change prices for catalog items
5 votes -
5 votes
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Legal Clause Deviation Notification / Reporting
Customer is interested in having a notification/reporting for "legal clause deviations"
example - if a legal clause is amended or changed in draft status the Admin gets notification that the clause has been changed (so they dont have to go digging through revision history - the part thats been changed is highlighted or called out)
5 votes -
Google docs extension similar to word
Have the same functionality as PD word extension but within Google docs
5 votes -
Add Subscriptions to Pricing table
Add advanced subscription pricing capabilities, so the recipient may select the subscription and items within it within pricing table
5 votes
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