7123 results found

1. Specify available quantity for products in pricing table and quote builder

   The ability for users to to place a specific quantity for products in pricing table and quote builder so customers can see the available count

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   4 votes

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   0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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2. Zelle and Venmo payment integration
   4 votes

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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3. Add additional signers to a document after it has been sent

   Add additional signers to a document after it has been sent

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   0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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4. Being able to select several templates for one unique Automation
   4 votes

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   3 comments  ·  Automations  ·  Delete…  ·  Admin →
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5. Converting a workspace into an independent account
   4 votes

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   0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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6. Have Slack integration with EU Server
   4 votes

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   1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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7. Option to setup default sequence to all documents

   The ability to add a default sequence to documents, f.e. setup one sequence for all templates so the documents created from these templates keep one sequence

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   1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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8. Shared templates can be moved to the folders

   shared templates can be moved to the folders

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. Option to sort the documents by several combinations

   Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Keep the formatting when importing Google Doc

    Keep the formatting when importing Google Doc

    4 votes

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    0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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11. Attachment documents mentioned on the Signature Certificate

    Attachments (T&C, Licenses overview, etc) are always sent with contracts, as per Deutch laws they need this information to appear on the Signature Certificate (attachment name) to validate that the recipient has accepted the full package of files they have received.

    4 votes

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    0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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12. Ability to use the collect card details field in relation to Chargify/Maxio

    Ability to use the collect card details field in relation to Chargify/Maxio.
    Currently, you can only use this field with Stripe.

    4 votes

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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13. Bulk update user emails

    The ability to Bulk update user emails in an account

    4 votes

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    1 comment  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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14. Sync Pipedrive contacts with PandaDoc

    sync Pipedrive contacts with PandaDoc so the contacts will be visible on the template or document level

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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15. Ability to choose which recipients receive signature certificate

    Ability to choose which recipients on the document receive the signature certificate.

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Upload Documents to Rooms

    Ability to let Recipients upload documents to a Room

    4 votes

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    1 comment  ·  Rooms  ·  Delete…  ·  Admin →
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17. Link signature fields via field ID to auto-populate across the document.

    Ability for users to link signature fields

    4 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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18. Better setup and formatting for documents when they are downloaded by the Recipient

    Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)

    4 votes

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    Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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19. Custom role ability to create automations

    Custom roles: Ability to create automations without accessing the WS docs.

    Right now only managers/admins can create automations, if we create a custom role with ALL of the same access as a normal admin but without access to documents, they are not able to create automations.

    4 votes

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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20. Saved Messages in Bulk Send

    Ability to pull the saved messages in bulk send feature

    4 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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