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  1. 9 votes
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    During Bulk Send, the import file can contain recipient and custom variables, but fillable-fields (role-assigned fields) are not currently supported. Expand the import process by supporting any fillable-field, using the "merge field name" as the reference for matching the data into the appropriate field.

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  2. 6 votes
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  3. 45 votes
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Within the Signature Block, add a *type* property, with a new option of *click-wrap*, that would simply be a checkbox control vs the legacy signature control. If the click-wrap signature type is selected, have two additional options (a) click-wrap-text, defaults to "I Agree", and (b) click-wrap-url. If the click-wrap-url is not empty then the url is displayed above and must be clicked on to enable the "I Agree" checkbox control. Clicking on the url should show the url content in a separate window or tab, as to not disrupt the originating signing page, taking into considerations both desktop and mobile views. The click-wrap type should be listed on the completed Documents signature certificate page (just like a legacy signature)

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  4. 1 vote
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  5. 42 votes
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  6. 109 votes
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  7. 271 votes
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  8. 235 votes
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  9. 1 vote
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  10. 20 votes
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  11. 3 votes
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  12. 5 votes
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  13. 9 votes
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  14. 3 votes
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    AdminAnonymous (Admin, PandaDoc) commented  · 

    The predefined field of [Deal.hs_mrr] exists in the table, but there is a limitation in PandaDoc that does not allow it be mapped as a [Token]. Possibly because the underlying field is a calculated field.

    Desired functionality would be to have this field (and others like it) show up for mapping.

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  15. 4 votes
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  16. 8 votes
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  17. 9 votes
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  18. 4 votes
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  19. 3 votes
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  20. 3 votes
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