7289 results found

1. Authentication process for approver

   Authentication procedure for approver (password, etc).

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   Idea  ·  1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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2. Document/signature forwarding is allowed to specific recipients

   Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

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   Idea  ·  0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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3. List documents endpoint

   API: List documents endpoint

   The option to show:

   1) total number of pages
   2) total number of documents

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   Idea  ·  0 comments  ·  API  ·  Delete…  ·  Admin →
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4. Key-based digital signature

   Key-based digital signature for PandaDoc: https://helpx.adobe.com/acrobat/using/certificate-based-signatures.html

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   Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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5. Auto page size adjustments

   Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.

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   Idea  ·  0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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6. Master settings: edit multiple Workspaces at once

   Allow editing several WS at once.

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   Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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7. [Zendesk sell] sync pandadoc and zendesk sell contacts

   sync pandadoc and zendesk sell contacts

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. Choose a folder in which documents created from HubSpot will appear
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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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9. Sequence number change

   Possibility to change sequence number after the document has been sent.

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   Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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10. Payment block without configured gateways

    Option to use Payment block without configured gateways.

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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11. Make the upload field contents available to all recipients
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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Delete…  ·  Admin →
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12. Ability to send password-protected documents in bulk
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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Add value on textfields using CRM variables
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    Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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14. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. Remove Email Notifications When Sending on Behalf

    Right now, when you send a document on behalf of another user, that user is automatically notified by email since "they" sent the email. The request is to remove them from this so they are not "bombarded" with emails.

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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16. Ability to bulk download all signed documents from HubSpot
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    Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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17. CPQ Workflow - ability to delete workflows under My Workflow items

    Delete/remove "test" workflows within our environment that are partially complete.

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    0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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18. CPQ Workflows report for tracking usage

    We would like to track CPQ workflows usage to see how our users are adopting the new process.

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    0 comments  ·  Workflows  ·  Delete…  ·  Admin →
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19. Passing HTML or Markdown through API variables

    Passing HTML or Markdown through API variables

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    0 comments  ·  API  ·  Delete…  ·  Admin →
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20. email notifications when an automation has issues

    receive email notifications when an automation or integration have issues

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    0 comments  ·  Automations  ·  Delete…  ·  Admin →
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