Settings and activity

  1. 8 votes

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    Natallia Skarabahatava commented  · 

    Pull product descriptions as bulleted list from Pipedrive to PandaDoc

  2. 4 votes

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    Natallia Skarabahatava commented  · 

    Set the document to never expire

  3. 327 votes

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    Natallia Skarabahatava commented  · 

    Option to select multiple templates to send documents in bulk, i.e. For example, I have Template A and Template B that I need to send together. Would I be able to send them as one send

  4. 27 votes

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    Natallia Skarabahatava commented  · 

    Automatically notify document creator/sender via email that a document expires soon

  5. 9 votes

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    Natallia Skarabahatava commented  · 

    Option to set up the white background for PandaDoc notifications in emails, now it's a white window on a grey background

  6. 85 votes

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    Natallia Skarabahatava commented  · 

    Placing the variables on the right-hand panel in the order they occur within the document

  7. 94 votes

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    Natallia Skarabahatava commented  · 

    Prevent signers from downloading a signed document

  8. 5 votes

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    Natallia Skarabahatava commented  · 

    Set up the font size and font type for the fields when crating documents via Create Document form PDF API call

  9. 72 votes

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    Natallia Skarabahatava commented  · 

    unexpire expired documents so that in case the doc has 2 signers, 1 signed and the other hasn't, and the doc is expired, the doc owner should be able to revert the doc back to Viewed/Sent and the 1st signer doesn't have to complete their part of the document anew

  10. 5 votes

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    Natallia Skarabahatava commented  · 

    specify the email address to be placed in the To line once a recipient replies to an email notification with the document recieved. As of the moment, the email address of the sender is indicated

  11. 353 votes

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    Natallia Skarabahatava commented  · 

    Conditional logic for fields:
    a function, which puts in a prewritten text when I check a checkbox,

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    Natallia Skarabahatava commented  · 

    Option to create a workflow when an answer is "yes" other fields pop-up to fill out

  12. 2 votes

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    Natallia Skarabahatava commented  · 

    Option to add PandaDoc module to different objects in Zoho (now it's working only for Accounts, Contacts, Deal/Potential, Lead and Quotes). For ex., the user has Cars object in Zoho and would like to add the PandaDoc module there

  13. 152 votes

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    Natallia Skarabahatava commented  · 

    Option to select different background colors for header (main header that is on top of a table) in the pricing table and a section header in the pricing table

  14. 45 votes

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    Natallia Skarabahatava commented  · 

    Example: signing order is enabled. The doc is sent out and signed by the recipient. Then the docs comes back to the sender, and the sender needs anyone within their account to be able to sign this document

  15. 31 votes

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    Natallia Skarabahatava commented  · 

    Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template

  16. 69 votes

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    Natallia Skarabahatava commented  · 

    option to send document to a single email address to be signed by two different people (husband and wife)

  17. 3 votes

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    Natallia Skarabahatava commented  · 

    Option to prefill a signature field when creating documents to be sent in bulk. As of the moment, the customer has to manually sign each document created via the Bulk Send option so that the signature certificate is generated. The customer would like to sign all the docs at once

  18. 260 votes

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    Natallia Skarabahatava commented  · 

    hide/unhide text blocks by condition while creating documents via API, as of the moment the user is using 15 templates for document creation, but they would like somehow to use only one and hide/unhide some text blocks when needed.

  19. 34 votes

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    Natallia Skarabahatava commented  · 

    Hide the email addresses of other recipients so that once the document is opened by a recipient they won't be able to see who else is indicated in the list of recipients

  20. 200 votes

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    Natallia Skarabahatava commented  · 

    Option to set up separators for thousands, cents for Norwegian Krone currency within the pricing table
    In Norway we are using space or . as the thousand separator. So we would write 115 000,00 or 115.000,00
    We are also using , in stead of . for cents

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