7117 results found
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Webhook event for doc completed by all recipients
Webhook notification: document completed by all the recipients
5 votes -
Quality of the uploaded PDF
PDF upload improvements so the quality stays the same.
5 votes -
The search bar is not user friendly
When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.
5 votes -
Decline part of the document
Decline part of the document
5 votes -
Conditional logic for Hubspot
Allow conditions for the HubSpot integration. For example, if the field in HubSpot has a certain value, allow an image to populate based on what the value in the field is
5 votes -
library of already added designs from Canva in PandaDoc
library of already added designs from Canva in PandaDoc
5 votes -
"Required" field tag not overlapping text
Re-orient "required" tag for fields so it doesn't overlap text on doc
5 votes -
Option to calculate values within the document that are placed outside of the PT
Option to sum up values within the document, for example a user would like to add hour estimation underneath each section of a document and calculate them at the bottom of the page
5 votes -
5 votes
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5 votes
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Ability to add the reference number on PandaDoc docs
Ability to add the reference numbers (like quotations (e.g citations) on Pandadoc docs
5 votes -
Set messages for Chat as Public by default
Public comments are available by default (for now, private comments come by default).
5 votes -
Specify what type of signature is allowed - i.e. "draw" on kiosk form, but select on mobile
Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile
5 votes -
5 votes
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Add logic after a document is completed
Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)
5 votes -
Push Form document to Salesforce
Associate a completed Form response to a Salesforce record.
5 votes -
Full Document History after clearing fields
If a document was signed then fields are clear, you can no longer see the history or the signed version. Would like to be able to see the full history.
5 votes -
Personalized video greeting
Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.
5 votes -
Block ' assign' fields
Allow it so that a 'block' of fields to be signed/allocated can be allocated in one go rather than having to allocate every field in the block individually for signature/completion.
5 votes -
signature date syncs back to HubSpot
true two way sync where dates sync back too (i.e. signature date)
5 votes
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