6450 results found
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Basecamp
Native integration with Basecamp https://basecamp.com/
2 votes -
Price locking in product catalog
Price locking in products in catalog
2 votes -
2 votes
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Internal window
The option that allows to open an additional page with the e-signature and then gets back to the document.
Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?
2 votes -
2 votes
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Partially mask fields
Enable masking fields partially, for e.g. in format of xxx-xx-xxxx, where you can unveil any part of the field.
2 votes -
Email optimization for Ms Outlook
Optimize the incoming emails to avoid cropped views, etc.
2 votes -
Change completed doc name from the editor view
Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.
2 votes -
2 votes
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"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
2 votes -
2 votes
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Field placeholders outside of text fields
Move placeholder text outside of the field
2 votes -
2 votes
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2 votes
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Tracking documents sent on behalf of
I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.
I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…
2 votes -
2 votes
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2 votes
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Removal of content locking option for Business plan and lower plans.
Removal of content locking option if it is not available on the current plan.
2 votes -
can't finalize document without filling at lest 1 field (optional)
If the signer didn't fill any field in the document, he or she can't finalize the document. Or they should see a notification that signature certificate wouldn't be generated
2 votes -
bulk-sent documents should inherit the source template reminders' setups
bulk-sent documents should inherit the source template reminders' setups
2 votes
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