5383 results found
-
Ability to enable silent flag in Zoho (Notifications)
Ability to enable silent flag in Zoho (Notifications)
1 voteLindsey Schocke responded
-
Allow for a warning message prior to sending when a request for payment is needed but no payment setting turned on.
We are seeing some issues with people sending payment requests with no Payment setting turned on.
Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”
1 vote -
[Quote Builder]: Column mapping in the quote builder
The option to set up column mapping in the quote builder - similarly to pricing table.
1 vote -
Disallow Recipients To Delete Attachments
Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.
Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.
Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document
1 vote -
1 vote
-
1 vote
-
Allow recipient to download, edit, and then upload document
For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.
1 vote -
[Pipedrive] Show the documents of the workspace the user belongs to only
Show the documents of the workspace the user belongs to only (for now we show documents across the whole organization - even from workspaces the user doesn't blong to).
1 vote -
Ability to receive notification emails for how many documents are awaiting your signature (in the inbox).
Ability to receive notification emails for documents that await your signature (in the inbox).
Specifically, an email that says how many documents are awaiting your signature, how many you have signed, links to those documents that need signed (if possible).
1 vote -
Document UUID metadata in PDF
Add document uuid to the PDF downloaded.
1 vote -
Create relational fields
I would like to be able to have 2 relational fields for gathering client billing information.
Ideally I would like to have the Checking Account field written twice. If second field does not match the first field it should throw an error.
Thanks,
Maher1 vote -
1 vote
-
Remove recipients when creating document via Hubspot on iPad
At this point, recipients can't be removed when creating document via Hubspot on iPad. Add the option to remove them for the user.
1 vote -
[Microsoft Dynamics] Primary contact information of the account is passed as recipient rather than account information
If the document is created from Quote and Potential customer is set to account, primary contact information of the account should be passed as recipient (rather than account information itself).
1 vote -
iFrame error details
iFrame contents could be something like "You must be logged in to view this contents" instead of the gray screen saying "app refused to connect"
1 vote -
Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to
Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to
1 vote -
Auto-populate contact roles from Dynamics
Auto-populate contact from the dynamics when creating a document (as it works in SF).
1 vote -
1 vote
-
notification for Acc Owner when invite for collaborator has been sent
Acc owner receives notification once an invite for a collaborator has been sent
1 vote -
Get one list of all collaborators from multiple workspaces
The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.
1 vote
- Don't see your idea?