7202 results found
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Refresh table of contents when sending the document
when sending the document - display option to "refresh the table of contents"
similar to when you send a document with variables empty - you are notified.
Please either automatically "refresh table of contents" or prompt to notify asking if use would like to Refresh.
5 votes -
Pull report showing unused templates data
The ability to add in templates that were created but not used/converted into documents into the reporting feature.
5 votes -
Sync CLI on a template
Once the CLI is updated, update it automatically on a template too
5 votesHi,
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Variable for Template.Name
A system variable that will automatically populate the template name, useful when creating documents via CRM integrations
5 votes -
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.
5 votes -
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.
5 votes -
Being able to extract existing graphics from the Reporting feature
Being able to extract existing graphics from the Reporting
5 votes -
5 votes
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[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
5 votes -
Payment notification box
Customer would like to change the pop up payment notification box or customize the wording
5 votes -
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.
5 votes -
Integrate with RD Station
Integrate with RD Station
5 votes -
HubSpot: keep product list order
Option to keep product list order when the products are pulled into the PandaDoc document from HubSpot
5 votes -
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
5 votes -
Skipped Optional Radio Buttons/ Checkboxes Warning
The ability to post a pop up message or warning that optional checkboxes or radio buttons were skipped.
5 votes -
Mobile app for EU servers
Option to use mobile app in case you have EU server
5 votes -
Ability to change default title for documents created via HubSpot
Ability to change default title for documents created via HubSpot
5 votes -
Accept and apply discount codes in payment gateways
accept and apply discount codes (promo codes) in payment gateways
5 votes -
Ability to pass products from multiple Salesforce objects to a single document.
Ability to pass products from multiple Salesforce objects to a single document.
5 votes -
Two separate roles with one signer
Customer would like to be able to assign one recipient in two different roles with signing order
5 votes
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