7120 results found
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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 -
Stop when a form gets filled in an e-mail is sent with the same form
When sending forms via email with the web link. When the client opens and fills in the form, it emails the same form to them again!
Can we make it skip the step where it asks for their name and email? Or at least make it not email them the form when they provide it?"1 vote -
1 vote
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Audit Trail - Recipient Analytics - Pages Viewed
I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.
1 vote -
approval workflow to be edited with Creator license
approval workflow to be edited with Creator license
1 vote -
1 vote
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1 vote
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1 vote
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[Bulk Action] Update Contacts via CSV
Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.
1 vote -
sign with an Apple pencil
sign with an Apple pencil
1 vote -
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 -
Count of the number of fields assigned to recipients
The option to see how many fields were assigned to a specific recipient.
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 -
Option to hide columns in the pricing table once sent only
- will allow the user to hide specific column on the pricing table once sent only but the column is unhide on sender's view
1 vote -
contract negotiation - "request review" button on the sender side.
Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).
I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…
1 vote
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