504 results found
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Total Time Viewed Reporting
Advance reporting to show total time viewed on each document.
12 votes -
Automatic conversion of Excel file to PDF within PandaDoc
Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)
11 votes -
Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
11 votes -
Admin License
Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.
11 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. There is an option to create a custom role where document creation is not allowed, but a user can manage roles and workspaces. For more information, please follow check the link below:
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Automatic PDF attachments to emails notifying about a completed eForm
With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?
11 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Send reminder via text and email
The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.
10 votes -
Update product images via CSV file that have the same image link but the images have been altered
Right now - catalog items that are updated via CSV with image links that have the same title, but the image has been altered, will not update the image correctly. They will remain as the old image - due to our image processing logic, we do not save the file again if a file with the same name already exists.
This request is for the image to update correctly - even if the file has the same name.
10 votesHi. 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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multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
10 votes -
Option to have the signer read the document before signing
Option to have the signer read the document before signing
- will allow the sender to have the signer to read all of the pages or specific pages before signing in
10 votes -
Email validation
Email validation for contacts
10 votes -
Change the color of a default contact picture
It's set randomly now for every new contact.
10 votes -
Contacts: Same Email for a user but with other different contact details
Ability to create contacts with the same email address but different details
9 votes -
Signature Pad Compatibility
Compatibility with external signature pads i.e. topaz signature pad
9 votes -
Export (backup) all data from PandaDoc
Export all data from PandaDoc
9 votes -
Ability to drag/move Support Chat Icon
Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.
9 votes -
Bulk Send: Retract / Undo a bulk send batch with errors easily
Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).
9 votes -
Delete Timeline from Dashboard
The option to delete Timeline on the Dashboard.
9 votes -
Send on Behalf of for Bulk send
Ability to change the sender email when sending via Bulk send.
9 votes -
8 votes
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Change payer after sending document
Customer would like the option to be able to assign or change payer after the document has been sent
8 votes
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