6444 results found
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3 votes
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Filter Inbox by documents that need action (unviewed documents, yellow background)
Filter Inbox by documents that need action (unviewed documents, yellow background)
3 votes -
Direct recipient to next field even if the field isn't required
Direct recipient to N\next field even if the field isn't required
3 votes -
Smart Content with Multiple Attribute
Ability to set multiple attribute in one smart content
3 votes -
lock fillable field position
The ability to lock fillable fields into place i.e checkboxes
3 votes -
Automating Attachment and Uploaded Files Download to Google Drive
Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive
3 votes -
Enhancing Content Locking: Including Fields Inside Content Blocks
Customer would like the fields inside the content blocks to be included when content locking is enabled for their users not to removed any fields within the restricted content.
3 votes -
Filter documents by their value
Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.
3 votes -
Better setup and formatting for documents when they are downloaded by the Recipient
Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)
3 votes -
Being able to extract existing graphics from the Reporting feature
Being able to extract existing graphics from the Reporting
3 votes -
Remove the window that allows users to send document without filling them out
Making sure that all variables are filled out (even manually) avoid the users to select other options like sending document with blanks or empty variables.
3 votes -
When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups
When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups. Many of the pricing tables and table blocks break or show in document has divided. Each user needs to review the document before sending it out.
3 votes -
Disable removing recipients in CC
Option to disable removing recipients in CC, always keep recipient in CC
3 votes -
Exclusive Folder Sharing Capability for Specific Users
Customer would like to have an option to share folder containing document to a specific user only
3 votes -
Template Revisions Endpoint
Get revisions of the templates to see how they have been changing historically
3 votes -
Payment notification box
Customer would like to change the pop up payment notification box or customize the wording
3 votes -
Ability to populate variables with fields' values.
Ability to populate variables with fields' values.
3 votes -
3 votes
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Hubspot automations: more options to trigger the 'update line items' task
More options for the Document status that allow us to trigger the 'update line items' task for HubSpot. Similar to the options in the 'set deal stage' automation
3 votes -
Integration with Notion so we can track esignatures status within our Notion CRM databases!
Integration with Notion so we can track esignatures status within our Notion CRM databases!
For businesses that use Notion as their CRM tracker as well, would be amazing to have PandaDocs and Notion integrated so that we can track the status of our contracts in Notion (via PD) without having to leave our Notion database.3 votes
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