7365 results found
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Hide contact suggestion when adding recipients on documents
The ability to hide/limit the contact list suggestion that shows up when a user adds recipients to documents (this avoids accidentally adding and sending to recipients with similar names/email addresses).
2 votes -
Volume-based pricing: show pricing range
Would like the volume-based pricing to be listed without having to hover over it
2 votes -
Disable Document via link for existing documents/links
Ability to disable the Send via link for existing documents and make existing links invalid.
2 votes -
warning notification if the document is not yet viewed
warning notification if the document is not yet viewed
2 votes -
Send an email once a document is signed
Send an email to specific email or group of email once a document is completed or status changes
2 votes -
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
2 votes -
hide line item in pricing table using smart content
Ability to hide line item in pricing table using smart content
2 votes -
Option to have 2 discount columns: percentage and amount
Option to have 2 columns that reflect discount: percentage and amount (with negative sign)
2 votes -
Add a fee column that would add the fee to all products in a pricing table at once, without having to type it in for each row
Need to add a column to a pricing table and have the fee apply to all products, without having to type it in for each row
2 votes -
Rooms: only allow the assigned individual to "complete" the task from the task list
Currently, anyone with access to the room can mark off a task as completed. Would like to prevent this and only allow the member assigned to that task to be able to market as completed.
2 votes -
When adding variable based smart content, be able to edit the content block in the document to add conditional fields.
When pulling in CLI using conditional smart content, cannot add conditional fields to the block. While ideally, would like to have conditional fields available in CLI, being able to add it to the content after pulling in via smart content would also be helpful.
2 votes -
Recipient Groups in Hubspot
Recipient Groups are currently not working when creating documents from Hubspot. Are there any plans to add this functionality to our Hubspot integration, similar to how it works in Salesforce?
2 votes -
2 votes
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Update a Salesforce field with a custom value when a mapped PandaDoc field is updated
Salesforce Automations: Update a Salesforce field with a custom value when a mapped PandaDoc field is updated. For example, when a client chooses 'France' in the dropdown field, 'FR' is pulled to the Salesforce field.
2 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, it is possible with Salesforce Flow (the SFDC workflow builder), We hope this solution can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Add content library items to document based on products added to the pricing table
Add content library items to the document based on products added to the pricing table. Similar to how smart content works however it is for after the document has been created.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
Add content library items to the document based on products added to the pricing table
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Fill a variable with information from another document in your account
Fill a variable with information from another document in your account
2 votes -
2 FA without logging out
Always have 2FA enabled even if the account window is closed and the user did not log out manually from the account.
2 votes -
Integration with Creator IQ
Integration with Creator IQ (available in Docusign).
2 votes -
Webhook History within the document itself
Be able to see webhooks history within the document itself. And it would be better to have it on the document for easier debugging and replay a webhook.
2 votes -
Payments: Calculate the document value from all documents in a bundle automatically
Currently, the total document value for payment in the document bundle isn't calculated automatically, we need to customize the total document value.
2 votes
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