7127 results found
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Approval Workflow for non-pricing conditions
Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,
What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?
8 votes -
The Signing order should be set on Bundling feature.
Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.
8 votes -
8 votes
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smart content in header
be able to add smart content into the document header
8 votes -
Increase branding logo resolution on automated emails from PandaDoc
Increase branding logo resolution on automated emails from PandaDoc
8 votes -
Use images in saved messages
Use images in saved messages
8 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Add Shared with me folder for Templates to mobile app
Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.
8 votes -
Ability to download content library items as Word docs
"Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"
8 votes -
Ability to set a default CC'd recipient email for all documents
Ability to set a default CC'd recipient email for all documents
8 votes -
Saved messages for Approval process: custom notification for approval
saved messages for Approval process
8 votes -
Automatic document forwarding to another PandaDoc user when initial user is on vacation
Ability to automatically forward documents sent to you to any of your PandaDoc account users.
8 votes -
Have fields automatically format based on the selected validation
For example, when using the "phone number" validation for text fields, the field should automatically format the text to ()-()-(xxxx) rather than expecting the signer to do this. Currently, unless the signer inputs their phone number in this exact format, the text will not be accepted by the validation.
8 votes -
The ability to change reminder settings in bulk for a large number of sent documents.
For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?
8 votes -
Route notifications to another person: notify someone (not a document owner/participant) that the document signed [Workaround in comments]
route notifications to another person
8 votes -
Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns
Ability to change the font on fillable fields like text fields, radio buttons, and dropdowns.
8 votes -
word wrap options once added in the radio button field
word wrap options once added in the radio button field
8 votes -
Smart Content to work with uploaded pages
Smart Content to work with uploaded pages
8 votes -
Auto-populate contact role
Auto-populate the template role with the contact information from monday.com upon document creation
8 votes -
Insert symbols - e.g. check mark
Ability to insert or paste a symbol, such as a tick mark, into the document and tables
8 votes -
change custom variable format
change custom variable format
8 votes
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