7497 results found
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Add multiple recipients to one doc at the same time
From some CSV, for example.
3 votes -
Signed document: Copy of signed document sent out to all recipients
example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically
3 votes -
[Google Sheets] Pass token data
Ability to easily pass token data to Google Sheets or email after the document is completed
3 votes -
3 votes
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Simplify the Stripe checkout process for in-person signing
All I'm asking is to simplify the checkout process for Stripe payment gateway. Although it's not a HUGE deal, when signing in-person and trying to capture a payment quickly, it makes things difficult and long. In my case, the payment wasn't working so I had to retype all the information 3 times which took a long time to do.
It would be great if you can either scan a card or use Square's reader inside the PandaDoc app.
3 votes -
Hide borders for individual borders on the Editor 2.0
The ability to hide the vertical and horizontal line for each table individually in the Editor 2.0.
3 votes -
Document Workflow: Collect Shipping and Billing Details
A workflow in PandaDoc that would allow users to collect shipping and billing contact details after someone signs a document.
3 votes -
3 votes
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Support vectors
Support uploading vector graphic such as logos in eps format.
3 votes -
3 votes
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Automatic role transfer
The possibility to transfer the role with the content (if we add pages from template to CL for example).
3 votes -
resize textfield to make smaller in ev2
resize textfield to make smaller in ev2
3 votes -
3 votes
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3 votes
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Undo Option on Pricing Table
An option to Undo an action when editing Pricing Table on Editor 2.0.
3 votes -
Auto populate CLI with Smart Content
I created a Content Library Item from a template. Then I created a "Smart Content" item which auto-populates with the CLI if a certain variable is set to "Yes".
2 votes -
Download PDF: Show the Initials and Signature fields when downloading a Template
Have the ability to download a Template while the Initials and Signature fields are showing, even when blank.
2 votes -
View the usage credits used with Make.com documents
View the usage credits used with Make.com documents in Settings, to be able to know how many documents were created using Make
2 votes -
Automation: attach a document to a Salesforce Lead object
Currently, this can only be done with Opportunities. Would like the option to do it with a Lead
2 votes -
Reports: Ability to filter all documents
Have the ability to filter all documents, not just by "Sent", "Created", and "Completed".
2 votes
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