6689 results found
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Have the sequence of signature in the same document for the same client.
wish to receive one signature once the document is sent and the second one after 16 days
1 vote -
Use API to add content library content to documents through the Pipedrive or Zapier integrations
I want to add content to a document through the pipedrive integration or zapier that will add items from the content library
1 vote -
Generate a bundled document transaction based on smart content
Use smart content to generate a bundle documents
ex. if "x" product is selected: triggers document bundling based on smart content selected and add "x, y, z" documents to the bundle.ex. IN HS sales person would select products - as cart is built then bundled docs will be generated based on the products selected.
if product A selected (data security terms, product description, agreement)1 vote -
1 vote
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1 vote
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1 vote
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1 vote
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1 vote
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1 vote
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Variables to be filled in with Capital letters by default
Hello,
So we have Pandadoc integrated to our CRM (Hubspot). We use it mainly to auto fill bank forms for our clients.
However, a common thing that is happening is banks would require all the forms to filled with capital letters only, else they're rejected.
Can you please look into this, as this could be a deal breaker for many scenarios.1 vote -
Sort Product Catalog by importance
Ability to sort the product catalog based on most used or most important items
1 vote -
1 vote
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use variables from other objects in salesforce without needing look up fields
use variables from other objects in salesforce by default without needing look up fields
1 vote -
Add die cut lines for printing
Add a die-cut lines around the outside, quarter of an inch for printing
1 vote -
1 vote
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1 vote
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Subsection in the pricing table
Subsection in the pricing table
1 vote -
1 vote
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1 vote
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Do not send a form to the first recipient unless it is signed by all the recipients
Do not send a form to the first recipient unless it is signed by all the recipients
1 vote
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