513 results found
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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.
12 votes -
Reporting: option to include recipients' phone numbers
Reporting: option to include recipients' phone numbers.
4 votes -
Have the ability to redact information in downloaded PDFs
Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.
2 votes -
SSO: Ability to login using email alias
When you log in via email alias, it's detected as a new account/user, which is not ideal.
2 votes -
Ability to select the type of documents displayed in the actions required section.
Ability to select the type of documents displayed in the actions required section.
1 vote -
Generate a SCIM token on PandaDoc's end
At the moment when configuring SSO SCIM provisioning, a user has to use a third party tool to generate a SCIM token and paste the SCIM token's on PandaDoc's end and on IDP's end. The feature request is to have an option to generate a SCIM token on PandaDoc's end.
2 votes -
Reporting: Include Unique Recipient Links
Get a CSV file with a list of unique document links for all documents
5 votes -
Reporting: Column to show "total time spent"
Show how long recipients spent on the entire document even if it was not completed.
4 votes -
AI Contract Review Capabilities
- Identify Key Clauses and Terms
- Assess Compliance
- Analyze Risks
- Suggest Edits and Improvements
4 votes -
Contract Repository: Mandatory Data Fields for Contract Repository
Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.
2 votes -
Ability to adjust the email footer text based on the recipient's language.
Ability to adjust the emails footer text based on the recipient's language.
2 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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2 votes
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Support More than 10 Files When Importing PDFs to Editor
Currently, we have a limit of only being able to import 10 PDFs at a time (separate from bulk import). Clients would like to see this limit increased to support much more, ideally around 20 at a time.
1 vote -
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
Reporting - Ability to export subtotal, tax and a custom variable field into the CSV download
2 votes -
Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
37 votes -
QR code in the Signature Certificate to check the authenticity
QR code in the Signature Certificate to check the authenticity
5 votes -
Send via SMS: Ability to Port Phone Numbers from Twilio to PandaDoc
Option to port a phone number from an existing Twilio account to PandaDoc. This would allow users to have a dedicated local, recognizable number associated with their PandaDoc account, improving customer communication and brand recognition.
1 vote -
Third Party Contract Management
We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.
2 votes -
Recipient Analytics Reporting
Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).
15 votes
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