7116 results found

1. Variable for Template.Name

   A system variable that will automatically populate the template name, useful when creating documents via CRM integrations

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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2. Allow recipient to edit fillable fields of another recipient

   Option to allow a recipient to edit fillable fields of another recipient. For example, the sales rep is signer 1, client is signer 2, the sales rep prefills the contract but typos the clients business name, I want the client (signer 2) to be able to review and correct.

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   0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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3. Approval workflow based on workspaces

   It would be great to be able to create approval workflows connected to Workspaces, instead of a template.

   This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.

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   1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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4. Being able to extract existing graphics from the Reporting feature

   Being able to extract existing graphics from the Reporting

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   0 comments  ·  Other  ·  Delete…  ·  Admin →
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5. Update HubSpot Deal Products with changes made in Pricing Table
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   0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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6. [Reporting] Ability to download a csv file for sent documents

   download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent

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   2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Payment notification box

   Customer would like to change the pop up payment notification box or customize the wording

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   0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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8. Document forwarding - Auto populate email recipient / contact for easy process

   Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.

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   1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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9. Resend document to approver/ "ping" or notify approver or send a reminder to approve document

   Resend document to approver/ "ping" or notify approver or send a reminder to approve the document

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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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10. Integrate with RD Station

    Integrate with RD Station

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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11. HubSpot: keep product list order

    Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot

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    1 comment  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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12. Smart Content will not include the page only the content items

    Smart content will only put the items on the document will not include the page

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    1 comment  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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13. Skipped Optional Radio Buttons/ Checkboxes Warning

    The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.

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    0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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14. Mobile app for EU servers

    Option to use mobile app in case you have EU server

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    0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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15. Ability to change default title for documents created via HubSpot

    Ability to change default title for documents created via HubSpot

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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16. Accept and apply discount codes in payment gateways

    accept and apply discount codes (promo codes) in payment gateways

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    0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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17. Ability to pass products from multiple Salesforce objects to a single document.

    Ability to pass products from multiple Salesforce objects to a single document.

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    0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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18. Two separate roles with one signer

    Customer would like to be able to assign one recipient in two different roles with signing order

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    3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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19. Pro-rate line items

    The ability to have a table function that serves to show a pro-rated amount within a pricing table.

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    2 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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20. Option to Edit the price in Volume Pricing

    • Will allow the user to be able to change the price that is set in volume pricing
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    1 comment  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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