7245 results found
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Google sheets integration: setup document name
Option to setup the document name and include the recipient's name, so the document name, for example, is shown as Endorsement Agreement - John Smith
2 votes -
Google sheets integration: variable in the email message
Option to add a variable and populate the recipient's name in the email message when you send the documents via Google Sheets integration
2 votes -
Pull SFDC products upon bundling
Let's say I have created a document A from SFDC and didn't close the iframe. Then, while being in SFDC iframe, I'd like to use bundling and add template B that contains its own pricing table with the mapping. At the moment the pricing table of the template B is not populated with products.
The idea is to trigger products fetching event after the bundling event.
2 votes -
2 votes
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2 votes
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Automatically fill a date field once the approval workflow has been completed
Automatically fill a date field once the approval workflow has been completed
2 votes -
duplicate conditional fields with rules
duplicate conditional fields with rules across all pages
2 votes -
Ability to scan template layouts
ability to scan template layouts that were previously uploaded with the same file and apply it to newly uploaded templates
2 votes -
Drag both signature and date together (same time)
Would like the ability to add the signature and date at the same time
2 votes -
Print only option
After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.
2 votes -
Assign Approvers for different teams
Ability to assign approvers for different teams. If there are multiple sets of approvers for different teams, and they need the ability to suggest edits as an approver in documents. Currently, if someone makes a comment, the author has to go in, reopen the document, make the edits, and then there's no tracking that edit was made
2 votes -
Ability to choose on the template level which pricing table defaults as the document value
Ability to choose on the template level which pricing table defaults as the document value
2 votes -
Create folders via API
Option to create folders via API
2 votes -
Salesforce: ability to pass recipient job title
Ability to pass recipient job title (add title to the recipients mapping)
2 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
2 votes -
2 votes
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Document value based on variable
Option to set document value based on variable
2 votes -
Settings to enable the removal of blank pages on sent documents.
Settings to enable the removal of blank pages on sent documents.
2 votes -
Automations: Paid status
Automations: Paid status aside from Completed and Sent statuses.
2 votes -
Integrations with Asana - Asana form to automate drafting a Template
My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.
2 votes
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