6542 results found
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link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc
link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc
1 vote -
1 vote
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receive email when the document is viewed
receive email when the document is viewed: Can PandaDoc email us each time customer is looking at the proposal? (it does it when customer signs it but can it also email when customer is viewing it)
1 vote -
match the alignment of the texts in a text field to the boxes in an uploaded pdf
We are attempting to create a document to sign, the TFN form is a good example, the issue is the boxes dont line up the way we want them to. We want boxes to be typed in individually but it does not seem panda dox can do this?
1 vote -
Edit text on items pulled from hubspot
Ability to edit the formatting of text pulled in from HubSpot
1 vote -
1 vote
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Set various required Signatory fields as a minimum (default) before Doc can be sent
This is to avoid accidentally sending a quote/ Order out without, as a minimum, a ‘required’ Signatory field (and/or others fields), which resulted in us receiving a Doc ‘completed’ email notification upon the recipient simply viewing and not completing any of the Doc, because nothing was 'required’. Which we want to avoid happening again!
1 vote -
updates the approval workflow when an approver has been added
If a document is updated that the approval workflow should go to who is on it currently not when it was originally submitted in the event there have been users added who can/should approve.
1 vote -
Add a bulk send item (similar to delete/move function) where we can select documents from the dashboard and click send
A lot of time is consumed when documents are to be sent, as such we really require a feature where we can select documents from the dashboard and send them, instead of having to open each file.
1 vote -
Countersign a completed document
The ability to countersign a completed document without uploading a copy.
1 vote -
PaySimple
Have an integration for PaySimple
1 vote -
Ability to simultaneously sign Document with several others
Ability to simultaneously sign Document with several others at least 25 like Docusign has
1 vote -
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
Ability to to pre-fill the SF Opportunity/Custom object ID to a PandaDoc document URL.
1 vote -
Set Saved Messages for Specific Users
Ability to create a set of Saved Messages made available for specific users of a workspace to choose from, disabling the feature for them to create their own.
1 vote -
1 vote
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1 vote
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ability to use column mapping when using the link to opportunity in Salesforce
ability to use column mapping when using the link to opportunity in Salesforce
1 vote -
Link to Completed PandaDoc document to Hubspot deal
I use Hubspot. Can I pull in previous PandaDoc documents that have been signed by a contact who exists in Hubspot and associate them with existing contacts?
It would be great to see the signed document alongside the contact / deal
1 vote -
Editable pdf information is being wiped out when uploaded for E-sign
When we upload a file that is editable for some reason when uploaded the information gets wiped out instead of being flattened with the info and ready for e-sign. : )
1 vote -
Move a workspace to another account
Abilty to move workspace from one account to another
1 vote
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