491 results found
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[Bulk Action] Update Contacts via CSV
Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.
1 vote -
conditional fields - add more fields per rule, beyond 100
conditional fields - add more fields per rule, beyond 100 can be selected
2 votes -
face verification/identification
face verification/identification similar to recipient verification
3 votes -
contract negotiation - "request review" button on the sender side.
Once the recipient suggests edits, and the sender accepts/rejects those edits but then the sender makes additional edits to the document would like a way in the app for the sender to know their suggestions have been "sent" to the recipient (similar to the "request review" button that the recipient has on their side).
I know the recipient is notified via email automatically once the sender makes additional edits and they can review those new suggestions - but from the sender side it is unclear that is happening. Would like to have improved way to confirm that the recipients received…
1 vote -
Billing refund
Process refund for subscription that has minimal usage.
2 votes -
Ability to acquire Canva file with videos
When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc
1 vote -
conditional rule for text field
conditional rule for text field
9 votes -
The ability to use SQL in Forms
I have a requirement to query granular form-filled data. eg. a form is filled and when it is submitted, I need to be able to query a database of the formfill data. So if there is a field on a form such as bloodPressure, I can run an sql query along the lines of:
SELECT bloodPressure from IntakeForm
where formFilledYMD >= <someDateRangeStart>
and formFilledYMD < <someDateRangeFinish>2 votes -
4 votes
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Additional Functionalities in Inbox
Additional functionalities in the inbox section like moving the received items to a different location
3 votes -
download old version of templates/documents without needing to switch to old version in version history
download old versions of templates/documents without switching the document/template to its older version via version history
4 votes -
replace the PDF source file with API call.
replace the PDF source file with API call.
4 votes -
multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
9 votes -
2 votes
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Do not add text blocks when uploading a .docx file, but keep document editable
edit .docx files without using text blocks - after clicking "Convert document"
2 votes -
Use multiple email addresses for the same contact in bulk send csv
Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")
2 votes -
2 votes
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Allow recipient to download, edit, and then upload document
For legality purposes allow the client to send a downloadable document to the recipient to make edits. The Recipient downloads the document, makes edits, and then re-uploads it into the PandaDoc Document.
1 vote -
Export Contacts who have not completed documents sent to them
To export the contact info for all contacts that have been sent a document to sign but have not signed.
3 votes -
Please add "Electronically signed and dated" to signature box so it appears on the actual document
Please add "Electronically signed and dated" to signature box so it appears on the actual document, many facilities require this feature and the signature certification page is not sufficient for them.
4 votesHi there! 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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