7326 results found
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Ability to allow replacing template variable with HTML snippet through API
We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet
5 votes -
5 votes
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Payment block for Ev2
My only suggestion is that we miss the payment block at the end of the document.
5 votes -
Sequence number visible in Pipedrive integration document list
We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.
5 votes -
inline comments to stay highlighted for recipients after sent
the inline comments to stay highlighted for recipients after sent
5 votes -
5 votes
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webhooks history via API
webhooks history via API
5 votes -
Create Sub-products: Package options for catalog
Availability to add sub products
for example PRODUCT A, needs to have PRODUCT A.1, PRODUCT A.2 etc5 votes -
Update variables in smart content
It will be useful if we can have more customizable smart content with the variables which can be automatically pulled on the document level as well as it's working with the templates or CRMs auto-population.
It is quite difficult to use a template for a separate client if the custom variable value should be changed.5 votes -
removing recipient's name as sender for forms
Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.
Exact wording from customer:
So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…
5 votes -
[Bulk Action] Export and bulk delete documents from a particular template
Bulk Export and Bulk delete documents of a particular template that have been completed
5 votes -
Conditional Sender logic
Ability to change the name of the sender when the recipient receives the document
5 votes -
5 votes
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A way to remove the optional field indicator
A way to remove the optional indicator signers see when they hover their cursor over an optional field.
5 votes -
default page size on the workspace level
Default page size for all new documents/templates to be set on a workspace level
5 votes -
5 votes
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Tax Update
Hello,
One of new updates was in regard to the tax section located on our purchase agreements.
We noticed that now instead of updating the tax rates on the side column like in the classic editor version.The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.
Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?
5 votes -
To pull in a CRM field value as document value: populate Document Value from CRM integration
Make Document.Value to populate from integration/API directly.
5 votes -
Document approval defaults for all documents
I want 100% of the document going out to be approved.
I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.5 votes -
Use workflow trigger from Hubspot to update deal status once a document has been signed
Use workflow trigger from Hubspot to update deal status once a document has been signed
5 votes
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