5557 results found
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Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires
Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.
55 votesReopening this Idea after clarification that an email notification is what is being requested.
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23 votes
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Move "Create Document" button in Hubspot Above the document list.
As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.
So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".
Would be great to have this button moved up - above.
18 votes -
Track Negative Revenue Reporting Without Deleting The Document
We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.
7 votes -
Smart Content with "OR" conditional rule, when using variables
When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".
19 votes -
Utilize Variables inside Content Library
having an issue with the content library. It doesn’t let us utilize variables in there. That caused some problems with our templates. I had to find a work around but hope a someday that we can make the variables work through the content library, as we were told to setup out templates in a way that it was the option that we had in front of us without having to do our work over multiple times
5 votes -
eVault
Customer is needing to integrate with an eVault solution as they are in the financial industry and their customers require them to work with one. At this time we do not have a native integration or work with any eVault solutions. Even though we have an open API, eVault companies typically don't have a open API as their goal is to remain protected so they are closed. This deal itself is worth $40k-80k ARR currently and are probably going to lose it because of this reason. I'm sure there are others we have lost as well. This is a huge…
9 votes -
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
13 votes -
Allow for Catalog Items to be inserted, updated, listed, and deleted through the API.
Allow for Catalog Items to be inserted, updated and deleted through the API. Allow a product list to be retrieved via API from the catalog.
32 votes -
[Import from CRM][Salesforce] Update pricing table
The option "Import from CRM" should update the pricing table accordingly (so it reflects changes made in Salesforce).
14 votes -
Full timestamp in document on date field
Would love the ability for the Fillable DATE field to also reflect timestamp (hour,seconds in UPT) of when it was signed. We are getting pushback on binding contracts because we don't have this timestamp on signature/date sections. I understand the full timestamp is on the cert (date AND time), but we need it to reflect where the date and signatures are within the doc. This could be an added setting in Workspace Settings > Default Date Format, that just adds an option for toggling on/off the addition of the timestamp
9 votes -
12 votes
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See the number of downloaded documents
We would like to see the number of downloaded documents on our dashboard for our statistics so that we know which documents have been downloaded and which not.
4 votes -
E-Sign + ID Proofing
Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).
6 votes -
Calculate tax by location
Would like to be able to set a location that sales tax is based on so that it does not have have to be manually inputted each time
9 votes -
sent document - change document name without editing it
sent document - change document name without editing it
5 votes -
Calculate product price automatically based on the product bundle
I would like to have an automatic calculation of the product price based on the product bundle price
6 votes -
9 votes
Hi 👋
Exciting news! We’re providing early access to our new feature: automatic filling of date fields with the ability to offset by X days after the signing date. This feature is perfect for setting deadlines, payment terms, notice periods, and more in contracts and agreements. If you’d like to try it out, just reply to this message.
Thanks,
Igor | PandaDoc Product Team -
Ability to easily switch or choose two email addresses to send contracts from.
Ability to easily switch or choose two email addresses to send contracts from.
3 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
10 votes
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