7594 results found
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2 votes
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Copper Sync - Refresh Document
Customer doesn't want to generate a NEW document if he made changes to details in his Cooper account. Wants the existing document to adapt to the new changes
2 votes -
2 votes
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2 votes
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Move Checkbox
Ability to adjust were the optional checkbox falls in a pricing table
2 votes -
2 votes
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Unchecked boxes disappear once sent to client
Make the check boxes options that are not "checked" from the sender's side disappear once the document is sent to the client.
2 votes -
2 votes
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Accept logo without modifications
Put the horizontally placed logo where height and length are quite different (l: 8000 px w: 1000 px) without any modifications.
2 votes -
2 votes
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2 votes
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Accept Button before signing
Button accept before signing the document from the clients' side.
2 votes -
2 votes
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api revision number as token
api revision number token for document changes
2 votes -
2 votes
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2 votes
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Mass update documents with signers/recipients no longer in the organization (like transfer document ownership feature)
Ability to mass update documents with recipients that have left the company.
"The primary issue is when we have a primary singer in our org that reviews and signs all contracts and if that person leaves, we have no way to mass move the assigned signer from one user to the next. We are either left with the API option which most people don't have immediate help/resources to utilize ( developers) OR have to manually update hundreds of documents manually using the Change Signer UI OR implement clunky work arounds. For example, giving another user access to the previous signers…
1 vote -
Add Reusable Standard Fields (Name & Job Title) for Quick Insertion Across Documents
Feature Request:
Add the ability to save and reuse individual standard fields (such as Name and Job Title) as standalone items that can be quickly inserted into any document, especially when working with different uploaded PDFs.Problem It Solves:
Currently, when users work with different PDFs each time, they must manually recreate common fields like “Name” and “Job Title” for every new document. There’s no way to save these standard fields as reusable items outside of templates or content library blocks.How It Should Work:
Users should be able to save individual fields (e.g., “Name” text field, “Job Title” text…1 vote -
Disable automatic contact generation in HubSpot
prevent PandaDoc from automatically creating a new HubSpot Contact object whenever internal HubSpot users are added as recipients?
1 vote -
Allow Selection Options for Dynamic Product Card Settings
Pre-Selected you can define Single Item, All Item, or Multi Item.
For Dynamic, it only allows Multi-item. So even if the user should only be choosing one of the products that matches the criteria, he CAN choose 2 or 3 items, which can ruin the configuration.
1 vote
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