7234 results found
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Halo CRM
Halo CRM integration.
2 votes -
Ability to set up "Home overview" section in a way so that all users' documents are visible there.
Ability to set up "Home overview" section in a way so that all users' documents are visible there.
2 votes -
Ability to delete a chat message on the template level.
Ability to delete a chat message on the template level.
2 votes -
Add Divider as a Component
For now there are no possibility to add responsive divider (just line - continuous, intermittent or dotted) that will visually divide different content blocks from each other horizontally or vertically. For now it possible to add horizontal divider with hack - create text field and put as much underscores (or dashes) as you need/want. But potentially such solution could brake alignment and position of other content block in document on exporting to Word (or any other external format) or rendering PDF.
2 votes -
image library restriction
image library restriction - accessible by Account Owners and users with Admin role only
2 votes -
Automation: send Excel spreadsheet automatically once document reaches Completed status
Automation: send Excel spreadsheet automatically once the document reaches Completed status
2 votes -
2 votes
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The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
2 votes -
option to change "by" for sent documents
option to change "by" for sent documents
2 votes -
Customize wording on e-mail sent
Ability to have a portion of the document, choice or customize the wording in the e-mail when the document is sent
2 votes -
Ability to restore deleted images from image library
Ability to restore deleted images from the image library
2 votes -
Different colors for dropdown items
Different colors for dropdown items
2 votes -
Allow an attachment to be rotated.
Allow an attachment to be rotated
2 votes -
Ability to filter documents per signer company name
Ability to filter documents per signer company name
2 votes -
PandaDoc in Salesforce Financial Service cloud
Adding PandaDoc module to Salesforce Financial Services Cloud
2 votes -
display recipients name on document list
Should easily display the signers name in the My Documents section
I have to hover over the initials to see who the document is for2 votes -
"Fill In" option retaining Focus in Unfilled Fields
The customer desires the option for the "fill in" option to remain in a given field without jumping to the next one if the recipient has not provided entries for the assigned field yet.
2 votes -
Improve Suggest Edits appcue to be more obvious
Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
It'd be great to have suggest edits be more intuitive and obvious for a recipient.2 votes -
Have a form automatically signed by the publisher when published
Need to embed my contract as a form on my website, and when the client starts the form, I want my signature (Publisher) to already be there.
2 votes -
Option to let a recipient choose one of the quotes in a document
Option to let a recipient choose the whole quote if there are any in a document
2 votes
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