6463 results found
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2 votes
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Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
2 votes -
2 votes
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Automated workflow in Hubspot based on variables (see the description for more details)
"We need to send an offer to the clients in the workflows (Currently we are using an automated email but we require that this email be a document with a digital signature. Within this document, we need the document to read variables that exist in the business and in the contact ( workflow 2) once the client signs or responds to the document a variable is written in Hubspot to continue the workflow"
2 votes -
Editing signing order from the Send document window
The option to edit signing order from the Send document window.
2 votes -
continue approving document when there are suggestions made, keep it in suggestion mode
continue approving document when there are suggestions made, keep it in suggestion mode
2 votes -
Add a verbiage that the second page is the continuation of the same pricing table
if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table
2 votes -
System variables for a logged-in user: [Document.CreatedBy] variable
e.g. Createdby.username
2 votes -
2 votes
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Formatting possible to format the footer so that it has that yellow background?
Well, there are quite a few limitations on the pricing table formatting
possible to format the footer so that it has that yellow background?2 votes -
Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download
Preserve the PDF layers once exported from PandaDoc
2 votes -
prevent users from accessing specific folders in catalog
prevent users from accessing old folders in catalog
2 votes -
Auto Delete Dates in a Drop-Down Field
When using dates in a drop down field (ex: Chose the date you would like to start training), it would be awesome if previous dates auto-delete once a date has passed.
2 votes -
2 votes
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2 votes
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Get document details: image URL
Get image URL or a document attachment via Get document details call
2 votes -
Cybersource
Add Cybersource as payment integration
2 votes -
Proposals that can convert to Contracts
It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.
2 votes -
Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).
Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).
2 votes -
Add catalog items as text.
Add catalog items as text inside a Text block
2 votes
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