5387 results found
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1 vote
Valeryia Baranava responded
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1 vote
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1 vote
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Verbal signature
We are looking for an option of a verbal signature. As you know we work with the I/DD population and a verbal option would add to gathering signatures.
NYS OPWDD has recently indicated in an administrative directive that they are allowable. Do you have that option? I did a search in help and the forum and did not see anything related to verbal signatures.
"Additionally, CCOs may choose to invest in technology capable of using technology that has a verbal signature capability."
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Permissions: would like to remove capability/cannot send a PD without being linked to an opportunity in Salesforce
Goal: Drive better adoption
Permissions: would like to remove capability/cannot send a PandaDoc without being linked to an opportunity in Salesforce1 vote -
Map Catalog Headers to Pricing Table Columns
The headers in your catalog seem like they should match up with your pricing table columns. Which is obviously not the case, some do, some don't.
1 voteHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Deduction from the Total rather than the SubTotal
applying deduction direct of the total rather than the subtotal in the pricing table.
1 voteHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Option to show the signer info on the document once they completed it
Option to show the signer info on the document once they completed it.
- Will show the signer info on the document once document is completed.
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autosizing font in fillable fields
Ability for font to decrease in size if needed to fit into a fillable field
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1 vote
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Keep Comments on Document after editing
Keep comments after moving a document from sent to draft status.
1 vote -
Export ALL figures in Deals as CSV so they can be imported to other apps to update Dept budget figures
This would enable the CSV file containing Deals of different departments which are part of one deal, their figures to be imported into other Apps to update their budgets.
1 vote -
1 vote
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Pass info from a form response and transfer them into a template via variables.
Option to transfer field info to the template aside from variables and pricing table.
- Will allow the user to transfer fields info to a template to create a document aside from variables and pricing table
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1 vote
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1 vote
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1 vote
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1 vote
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Variables to be filled in with Capital letters by default
Hello,
So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
Can you please look into this, as this could be a deal breaker for many scenarios.1 vote -
1 vote
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