6413 results found
-
Set type of content internal users can download
Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.
1 vote -
1 vote
-
In-App notification for New Features
Would love to see notifications in-app when new features are released. It would help as sometimes people click out of the update banner and cant get back to it again.
1 vote -
1 vote
-
Conditional Approvals for Pricing Column
Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.
1 vote -
Ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers
ability to send an email with the pdf attached if the document has a recipient who is only a CC'd role. no signers
1 vote -
1 vote
-
1 vote
-
Attached file Sender field. An option to attach a file to a document for a recipient to download, similar to how Collect Files Field works
An option to add in the forms a click to download a document.
Similar to how we have the collect files field -- could there be an option for a field where the user can put a file there for the client to download outside of the attachments feature we already have.1 vote -
1 vote
-
Apostrophes in emails
Just to report an issue i came across this morning, your email input on forms doesn't like apostrophes in the email. I tried to enter this email address (key data removed) and it didn't let me: Kerry.O'Sullivan@***.com
1 vote -
Give an option whether to show or hide the left hand document sidebar
The way we are set up, I have to change the source document for every document I send. When bundling came in, this added an extra click even though we don't bundle docs.
With the most recent change, I now have to click on the "show documents" button EVERY SINGLE TIME I need to send a document for signing. They used to show by default. I contacted support and was told this was changed to "enhance the application". When I asked HOW it enhanced the application, I was told it was to "make it look more user-friendly". It might look…
1 vote -
Doc 2 doc for multiple pricing tables
Doc 2 doc for multiple pricing tables
1 vote -
1 vote
-
Pass collect files field to CRM: Option to attached uploaded items on the document to the CRM
Option to attached uploaded items on the document to the CRM.
- Will include attached item in document when link to CRM.
1 vote -
HubSpot merge rules: automatically create table section for each category specified in CRM
To avoid any products potentially not being pulled in from HubSpot in case there is no merge rule created for this product to be pulled into specific section. Option to create a rule: for each variation of “category “in the listed products, then the system creates a table section for each category and places the products from that category into that section? Including a section for products with no category.
1 vote -
1 vote
-
Collaborator can move a document to a folder
Ability to move a document to a folder from collaborators end.
1 vote -
Documents created from a form should go to a root / general document list without a folder
documents created from a form should go to a root fonder (instead of the specific folder)
1 vote -
Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document
Once the new recipient email added in PandaDoc document, automatically populate in HubSpot deal associated with the document
1 vote
- Don't see your idea?