5383 results found
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1 vote
Valeryia Baranava responded
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Differentiate between internal and external signer
Our contracts are being signed by our clients as well as our management. We would like to be able to differentiate between the internal and external recipients/signers with an additional document status and individual messages for each recipient.
1 vote -
JazzHR
Integration with JazzHR
1 vote -
Send document download to other party
A feature to add users who may need to download a completed document that aren't in the signing or sender parties.
1 vote -
1 vote
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Option to download signed doc as JPEG
Option to download signed doc as JPEG
1 vote -
1 vote
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Alert when the document's name already exist on the account
system to detect that a quote name already exists, so it gives us an alert or something
1 vote -
No placeholders by default for text fields
Option to have no placeholder for fillable fields (leave blank)
1 vote -
Add the option to make the 'Collect Files' content block inaccessible to clients.
This would allow sales teams to upload internal documents (complex costing sheets, setup forms, etc.) that would be accessible in an approval chain but hidden from the end client.
We would upload our excel costing sheets when we create a quote then submit it to our approval team. Then, they could open the excel costing sheet before approving the document. However, once approved, it would be sent and not accessible/visible by the client.
1 vote -
adding up numbers in columns rather than rows
adding up numbers in columns rather than rows. calculate items vertically, rather than horizontally
1 vote -
1 vote
Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.
We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.
For more information, contact our Support Team.
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restrict uploads to certain users
restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document
1 vote -
1 vote
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1 vote
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Assigning Sections of Document to Internal Team
Customer would like to have the ability to assign specific sections of a document to their internal teams to work on.
1 vote -
Remove card details field for users
Have the option to remove/hide card details field for users to add to docs.
1 vote -
SFDC - Prevent document based on a field or stage
Hide the "New Document" button on the pandadoc widget based on some field logic or opportunity stage.
1 vote -
Color Code Tabs
I have different tags to documents, which has helped differentiate just by looking at the tab, but if we could pick a color for a created tab that would be beneficial.
1 vote -
ability to sent a copy of the document (pdf) automatically even if it hasn't been completed
ability to sent a copy of the document (pdf) automatically even if it hasn't been completed
1 vote
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