6444 results found
-
1 vote
-
Saved Messages - Notary
Use Saved Messages when sending invites for Notary Sessions
1 vote -
Automation: Move document to a workspace upon an event
Move a document from one workspace to another upon an event.
For example, an organization wants a separate workspace for all their executed contracts to make sure only people with permissions can access those.
An automation that would move a contract upon Completion to a certain workspace would achieve that.1 vote -
1 vote
-
Warn a client about the content library item discrepancy (potential format shift)
When a content library item is inserted into a document/template, the design settings of the content library item are adjusted to to the design settings of the document/template.
If the content library item has design settings that differ from the template/document design settings, the formatting of the content library item might be ruined. The idea is to compare the design settings before the insertion and display the corresponding warning message with the potential consequences (shifted fields and content)
1 vote -
Prevent signers from seeing completed docs
Prevent signers from seeing completed docs
1 vote -
If signature field is missed in the document in a signature spot, then receive a notification that it hasn't been placed
if signature field is missed in document, the notification tells about it
1 vote -
Report abuse button/option
Ability to report abuser user, document etc
1 vote -
PDF upload - Create document/template
Ability for PandaDoc to automatically fix formatting and design of uploaded PDF file
1 vote -
Zapier: Ability to extract recipient's attachments
Ability to extract recipient's attachments via Zapier.
1 vote -
1 vote
-
Manually export JSON
Could you also make feature requests for ways to see agreements not linked to salesforce and also ways to manually export the JSON related to the agreement our data team would love to use the date in the custom object to see discrepancies between what the customer actually signed and what was listed in the opp. They can auto-process that custom object.
1 vote -
Restrict removing the approval for Manager role; allow only Admins to do this
restrict removing the approval fro manager, only admin can do that
1 vote -
Search bar for templates for the Google Workspace Add-On
The ability to search for a specific template when using the Google Workspace add-on. At the moment, it only displays the most recent templates and there is no way to search for older ones.
Workaround: 'Refresh' the template by making slight changes to it or duplicating it to be on top of the list.
1 vote -
Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
1 vote -
Send a document to yourself
At the moment, when you attempt to send a document with assigned fields to yourself, the system offers the "Finish" option immediately instead of sending the document. It would be great to avoid this option and send a document to your email address.
1 vote -
Have each signature individually drawn out by a recipient
have each signature individually drawn out rather than just one signature that is applies to each signature line
1 vote -
Ability to send documents with unresolved suggestions.
Ability to send documents with unresolved suggestions.
1 vote -
1 vote
-
[Bulk Action] Catalog: Update or change the price for multiple items
update or change the price in bulk in the catalog
1 vote
- Don't see your idea?