Settings and activity
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
91 votesAn error occurred while saving the comment Paul Cedric Guevarra supported this idea ·
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4 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option to disable App wizard for forms in gathering info.
- will allow the user to disable the wizard that gathers the info of the recipient of Forms.
An error occurred while saving the comment Paul Cedric Guevarra commented
Option to disable the Form pop up.
Will allow the user and reciepint to skip the pop up from Forms.
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274 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Opton to removed the Letter beside the "$"
An error occurred while saving the comment Paul Cedric Guevarra commented
Options for custom currency formatting,
Will allow the user to customize his currncy formats.
An error occurred while saving the comment Paul Cedric Guevarra commented
Previously it was working after the new update it was not working, as per the customer
Paul Cedric Guevarra supported this idea ·
An error occurred while saving the comment Paul Cedric Guevarra commented
Allow decimal on other currency
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23 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option for auto approve using signers ID before signing in
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5 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option to put fields on all pages at once
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11 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Pass line items from Freshsales to Pandadoc pricing table
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3 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option on Square to collect payment info with Card Details field
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2 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option to auto populate fields using recipients info from csv file in bulk
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8 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
- Will allow users to change multiple fields of the same type to required .
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2 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option for the account owner to limit its permission or access on the account.
- will allow the account owner to limit his persmission or account acess
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2 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option to download audit trail report
Paul Cedric Guevarra shared this idea ·
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3 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option to auto populate the collected infro from form to a set of froms
- will allow the user to use the collected data to auto populate or paste them dorectly on fnew forms.
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11 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Edit / adjust the message appears in the thank you page.
Will allow users to adjust or edit the message after signer/recipient fills out a form.
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21 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option to download completed documents base on specifirc template,
Will allow the user to download document based on thier specific template.
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55 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option to set local/user timezone on the App
- Will allow the user to set local/user timezone.
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2 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option to to pull the items/product from HubSpot to multiple choice section the pricing table.
- Will allow the user to pull the items from HubSpot to multiple choice section on the pricing table
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6 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option for Trifold Feature on the template and also Ruler featture.
- Will allow user to have Ruler and Trifold feature on the Document and Feature.
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12 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Test mode to test intergation / payment gateway.
- Will allow the user to switch in test mode to test its intergations / payment gateway sresponses.
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484 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Optional Buttons for conditional functions.
- this feature will allow to hidden pages to appear when it wan chosen.
https://share.vidyard.com/watch/oqaBbvAARr3ohSSzeGmgPi?An error occurred while saving the comment Paul Cedric Guevarra commented
Optional Signatory Button
Will be use if there is a 2nd optional signatory.
An error occurred while saving the comment Paul Cedric Guevarra commented
Check box will be automatically assigned base on the recipient's gender
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3 votes
An error occurred while saving the comment Paul Cedric Guevarra commented
Option for recipient/signer to download the document in Word
- will allow the recipient to download a wrod file aside from PDF.
Option to add tag on the saved messages that will automatically fill the name of the recipient on the saved messages.