6118 results found
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Get one list of all collaborators from multiple workspaces
The possibility to get one list/view of all the users with a collaborator role from multiple workspaces.
1 vote -
In-person signing support document rejection
In-person signing support document rejection (for now you can only sign).
1 vote -
1 vote
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Designate which heading is recognized as a title by tables of contents
Currently only Heading 1 occurs as a title in the Table of Contents. Since tables of contents don't recognize PDF page breaks as a new page number, my work around is to manually create page breaks, which means I also need to split my table of contents into 2 pages. It would be helpful if I could designate Heading 2 or 3 as a title, so that Heading 1 sorts into TOC 1, and Heading 2 or 3 sorts into TOC 2. Currently I am forced to populate Heading 1 into both tables of contents and delete the redundancies out…
1 vote -
1 vote
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Restrict adding fields
Option to disable user's the possibility to add fields on top of documents
1 vote -
Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)
Connect PandaDoc in the Salesforce with the new "Non Profit Cloud" offering. ( Salesforce SalesCloud platform)
1 vote -
Operators as a condition in smart content
can I use operators as a condition? For example if "amount > 0" then show "content".
1 vote -
1 vote
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Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc
Add Ni-Vanuatu Vatu (VUV) to currency selection in PandaDoc
1 vote -
1 vote
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Cloze CRM
Integrate with Cloze CRM to automatically generate contracts
1 vote -
Automatically reattach the signed docs to leads profiles when switching to a different CRM
PandaDoc to automatically reattach the signed documents to the leads profiles upon switching to a different CRM. (for example: there are documents attached to the Hubspot leads, and those attachments are to be automatically transferred to the respective leads in the new CRM, for instance, Salesforce.)
1 vote -
Option to show tha IP address on the document
Will allow the user to Add the IP address or auto opulatye it using variables
1 vote -
Option to view documents from removed/archived Workspace
Option to view documents from removed/archived Workspace
1 vote -
Have a user type that can see all workspaces automatically
It would be easier if you could have a user type that could just see all the workspaces automatically and create new ones without having to be added to each one. Right now even the owner and superadmin can't see all the workspaces automatically.
1 vote -
Bulk download documents: Don't save folder structure
In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.
1 vote -
Integrations | Using an alternative token in replacement when an original token's value is blank/unknown
We are currently using PandaDoc and HubSpot and we generate documents using their integration.
We are currently experiencing a bit of issue with the flexibility of this setup since we cannot program the templates on PandaDocs to use alternative HubSpot properties whenever the original one is blank.
For example, on letters, we would like to greet them with their [Preferred Name] however that field not always populated and instead of leaving it as blank, we would like to use [First Name] instead, and vise versa.
1 vote -
Add camera facility for the 'collect files' field
Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field
1 vote -
1 vote
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