7238 results found
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Hide names of assigned roles in Forms
Be able to hide the person's name assigned to roles within forms from other signers.
2 votes -
The ability to see the message written in the body the email without having to be CC'd on a document.
The client would like to be able to see messages written (the message you can write before sending where we might use saved messages) even after a document has expired, for example. Can there be a way to do this without having to be CC on the document?
2 votes -
2 votes
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Conditional workflow based on which new pages of a document will be opened (due to actions conducted by a recipient)
I would like a first page to appear. And if there is no click at the end of the first page, the client signs and doesn't see the rest of the document. Whereas if the client clicks, then all other pages pull up and the whole document appears
2 votes -
2 votes
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creating documents in Pipedrive without pre-assigning recipients from a deal
ability of creating documents in Pipedrive without pre-assigning recipients from a dea
2 votes -
2 votes
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2 votes
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2 votes
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2 votes
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Metrics/reporting on individual pages for templates/docs
metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.
2 votes -
variable for approval date to be effective date
Variable for "approved dated" to be effective date of the contract.
2 votes -
Ability to limit account users from creating tags.
Ability to limit account users from creating tags.
2 votes -
Ability to download the documents to a local storage automatically on the daily basis.
Ability to download the documents to a local storage automatically on the daily basis.
2 votes -
The ability to darken the text in the pricing table when option item is enabled.
For example, for recipients who prefer to print out a PDF of a document to read it on paper, it is hard to read the description for items in a pricing table when the text is greyed out because the optional item feature is enabled for the pricing table.
2 votes -
The ability to have conditional logic with template roles.
Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.
2 votes -
2 votes
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change the image order in the image library
change the image order in the image library
2 votes -
2 votes
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Critical security feature: Clearly show email of the person who prepared the contract to prevent fishing attack
We use PandaDoc to sign documents with contractors, vendors, etc. Typically someone from the team prepares the contract and then the management (often me) gets an email with a request to sign, sign it and that's it.
The problem is, that there is no way for management to verify, who actually created the contract. There is just the name of that person but no email! This creates a simple attack vector - anyone with PandaDoc can now change their name to match someone from another company, create an arbitrary contract, send it to some person from that company and have…
2 votes
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