6435 results found
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3 votes
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Include a Version Number in the Document Sequence Number
Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document
3 votes -
Signature line orientation
Place a signature to align appropriately on a page with a vertical (as opposed to a more standard horizontal) orientation.
3 votes -
Disable a PDF copy for the signed form
Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)
3 votes -
salesforce - pandadoc logs
Increase limitation of 1000 logs by shifting the logs in the new Custom object in salesforce instead PandadocExceptionLogs__c?
3 votes -
drag and drop series of checkboxes
drag and drop series of checkboxes
3 votes -
Compile documents of merged HubSpot objects
When merging two HubSpot objects (B to A), the PandaDoc Document links are lost and never merged into object A.
3 votes -
3 votes
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Improve Variable Input
It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.
3 votes -
Automatically set the receiver as the client in Monday
Automatically set the receiver as the client in Monday.
- automatically adds reciever as client in monday.com during creating a document.
3 votes -
3 votes
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3 votes
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Sort Contacts by Company
Would be great to be able to sort Contact book by Company alphabetically.
3 votes -
3 votes
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Get workspace ID from IU
Option to get workspace Id from UI
3 votes -
Set a limit on the number of licenses: when limit is reached, access to join account is denied
Be able to set a limit on the number of licenses in PandaDoc, and when if that limit is reached and someone tries to join, they will be denied access until the Account Owner either removes a user or adjusts the locked license count.
3 votes -
Signature deletion
In case the signature is put in the draft document, it should disappear if the duplicate is created..
If the document is self-signed, the signature should disapppear if the document is edited or the duplicate is created.
3 votes -
3 votes
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Generate docs with pricing tables products from custom entities in MS Dynamics
Be able to generate docs with pricing tables from custom entities in MS Dynamics
3 votes -
3 votes
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