7423 results found
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Reset workflow when duplicating a template
When a template is duplicated, the duplicate gets a copy of the workflow, instead of workflow being blank.
1 vote -
Zoho: pass products from related lists
Zoho: pass products from related lists (not from the products in deal directly).
1 vote -
Required field countdown bar in EV2
in EV1 there was a bar at the bottom of the document that showed how many fields were left. It was a beneficial representation as opposed to the current countdown in EV1
1 vote -
Layout of Previous Page Captured When Adding New Page
When adding a new page, the orientation of the previous page is used with the new one.
1 vote -
Data entry tool
Looking for a data entry tool. Complex chart cataloging
1 vote -
Forms feature in Nimble
use the forms feature with Nimble integration
1 vote -
ability to place checkbox over an attachment
When sending out a deck, it would be helpful to be able to place a checkbox (make it required) to bring the recipient's attention to the attached document.
ex. renewal agreement attached to a qbr1 vote -
Need to improve comment visibility in signing order
Had an MSA that Richard had to sign but he wasn't seeing any comments from CC'd users like Chelsea in legal.
1 vote -
SF - Link PD doc audit trail to SF Engagement history
if action is completed, it get listed in the "Engagement history" within the SF but PandaDoc document creation does not get listed.
1 vote -
1 vote
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Display Document in email
Instead of delivering a link to the document display the document within the email itself.
1 vote -
Connect with Credit agency for document approvals
When documents are completed send data to credit agency for approval
1 vote -
Notifications for several workspaces
Notifications for several PandaDoc workspaces using MS Teams
1 vote -
1 vote
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Collaborative Dashboard
A place where all workspace dashboards are available to view collaboratively
1 vote -
Pause document from receiving signatures
Pause the document after 1 signer if you do not want other people to sign yet
1 vote -
1 vote
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Create documents only
Ability to sell create doc only feature
1 vote -
Docusign
native ERP connection with Docusign
1 vote -
Customize email format sent out via whitelableing
PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.
1 vote
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