7482 results found
-
Sync CLI on a template
Once the CLI is updated, update it automatically on a template too
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the links below! -
Bulk update user emails
The ability to Bulk update user emails in an account
5 votes -
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 -
Better setup and formatting for documents when they are downloaded by the Recipient
Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)
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
-
[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 -
Conditional fields - automatically fill out the value of another field
Conditional fields - automatically fill out the value of another field
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 -
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 -
Pro-rate line items
The ability to have a table function that serves to show a pro-rated amount within a pricing table.
5 votes
- Don't see your idea?