6053 results found
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Edit documents value under the Home tab.
The option to adjust the document's value under the Home Tab, rather than on the document level.
1 vote -
Want to send out employment contracts in bulk, but need document.value available in bulk send.
It would be really great to be alto to upload the Document.Value variable with a bulk send. We use that in our contracts to easily see the value of the contracts in the dashboard.
1 vote -
1 vote
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Generate Editable Documents in Slack Similar to CRM
Generate editable documents in Slack similar to how a CRM integration works.
1 vote -
Edge Browser Signature Verification for Pandadoc PDFs
This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.
Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.
Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.
1 vote -
Add optional item in pricing table with Zapier
Add optional item in pricing table with Zapier
1 vote -
1 vote
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JavaScript SDK Preselect Template
It would be really nice to be able set what template you want to open up from the JavaScript SDK and not force the user to pick every time. This would just make the process more streamlined and better for the user. I envision just setting the template ID right in the data object when it calls the doc editor.
1 vote -
1 vote
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1 vote
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See the progress of catalog products import
The option to see the progress while importing catalog products, rather than just receiving an email once the action is complete.
1 vote -
HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field
HubSpot - locate for the documents that are uploaded and then match the criteria of having the same specific field
1 vote -
Notification alert when an integration is not working
Notify account owner when an integration is not working.
1 vote -
generate a link to the document from CRM
generate a link to the document from CRM
1 vote -
Ability to adjust some products within the pricing table so they are visible, but are not calculated.
Ability to adjust some products within the pricing table so they are visible, but are not calculated.
1 vote -
Disable 'Created by me' filter in document list
Remove some default filters in the document list.
"We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."
1 vote -
Product Catalog - Ability to modify ElastiSearch
Ability to modify Elastisearch especially if missed the first 2 starting characters wherein the system is not looking it up.
1 vote -
Form Capability - Drop down menu for recipient options
when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?
1 vote -
Automatically tick a checkbox if it is chosen from the conditional dropbox
Automatically tick a checkbox if it is chosen from the conditional dropbox
1 vote -
the possibility to choose what should be added to the total in quote builder
the possibility to choose what should be added total in quote builder
1 vote
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