7443 results found
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Option to hide a line item so signer cannot see it
Option to hide a line item so the signer cannot see it, only the sender can see the item
2 votes -
Approval Workflow: Multiple Groups at the Same Stage (Parallel Approval Groups)
Allow multiple approval groups to approve at the same stage of a workflow. For example, Groups 1 and 2 could approve simultaneously, and only after both groups approve would Group 3 be able to approve.
2 votes -
Text Block Visibility Based on Empty Variables
Ability to hide text blocks (not just variables) if the associated CRM-mapped variable is empty, to avoid showing incomplete or blank fields in client-facing documents.
2 votes -
Reporting: Document Data such as Contract Signature Date, Contract Start Date, Contract End Date
Have the ability to extract a report based on document data, such as Contract Signature Date, Contract Start Date, and Contract End Date.
2 votes -
Conditional Logic Between Form Fields and Pricing Tables
A feature that would allow users to configure conditional logic that dynamically adjusts pricing in the Pricing Table based on recipient input from other form fields, like dropdowns.
For example, when a client selects a specific option from a dropdown field (e.g., "Student" under "Member Status"), a corresponding discount or pricing adjustment is automatically applied to the totals in the Pricing Table.
2 votes -
[Embedded signing] hide document title / hide language dropdown
At the top of our documents, the name of the document is included twice in the PandaDoc Interface (one row that includes the option to change language, one row that specifies this is document x of y)... and then it's included in our own form itself.
We want to hide one or both of these lines from being displayed. Our application knows if they want the English or the French document, and we only ever include one document to sign at a time.
2 votes -
2 votes
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CRM: ability to pass zero in the variable when it is the first digit of the number
ensure that the number 0 (zero) is not removed when it is the first digit in the data passed to PandaDoc as a variable. Currently, it appears that PandaDoc automatically excludes the zero when it is the first digit, which is essential for accurate data representation
2 votes -
move PandaDoc documents associated with an item when you move that item in Monday.com
move PandaDoc documents associated with an item when you move that item in Monday.com
2 votes -
Option to control which templates appear in the PandaDoc iFrame in HubSpot
Ability to limit or filter the templates shown in HubSpot, so only approved or active templates are visible to the users.
2 votes -
Automations for Zendesk Support: Automatically generate a document when a ticket status changes
Add automation for Zendesk Support to generate a document automatically when a ticket status changes.
2 votes -
System Variable for Document Renewal Date
Add a system variable that automatically populates the document renewal date.
2 votes -
Option to set favorite contacts, or system to suggest most frequent recipients first
Make sending documents to frequent or repeat recipients easier through favorite contacts or auto-suggestion of most frequent recipients.
2 votes -
Duplicate Send Check
Prevent accidentally sending the same document multiple times to the same contact. When a sender selects a recipient they've already sent the document to, prompt a message like:
“You have previously sent this document to this contact. Would you like to send it again?”2 votes -
Enforce that X unique people from a larger recipient group must sign (i.e. “2 out of 3”)
We have cases where we need to gather more than one unique signature from a recipient group, but not everyone in the recipient group.
2 votes -
Option to delete a page or pages from a document on a mobile browser
When on a Chrome mobile browser, page breaks do not show and there is no option to delete a specific page from a document.
2 votes -
2 votes
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2 votes
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Ability to enable tracking ID/unique ID for each page of the document
Tracking IDs on pages make it easier to match specific sections to a version or approval sequence and helps verify the authenticity and integrity of each page, especially when documents are printed, shared offline, or used in litigation.
2 votes -
Allow setting of Email Subject (not just message) for Email Templates
Allow users to set an email Subject along with the email message for Email Templates
2 votes
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