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81 votes
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extend the expiration time of a document once it has become expired
extend the expiration time of a document once it has become expired
72 votes -
Ability to update recipient signer email address after document is sent
Once a document is created via the API, it is impossible to alter an email address tied to a recipient. In our use cases, it is completely possible that initial email addresses at the time the document is created, have changed before given recipients get around to signing the document.
17 votes -
Signing Group
Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.
45 votes -
Ability to Edit During the Document Review Process
I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
Current Steps:
1. Receive doc for review
2. Review - while reviewing you see a necessary change
3. You must click "Edit Document" and make your desired edits
4. I then have to resubmit for review
5. Review
6. ApproveAs a reviewer role, I should be able to edit the document within my review and approve all at once which would…
9 votes -
Hubspot true two-way sync (2-way sync)
all info updated in PandaDoc can get sent back to HubSpot and visa versa (variables, pricing table etc)
86 votes -
Make the next button more clear when completing fields and signing the document
Make the next button more clear when completing fields and signing the document
7 votes -
Customize Forms Pop-Up message
Customize the Forms pop-up message that is visible when accessing a form from a website.
26 votes -
Approval: vacation setting
Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
Let us know how important this feature is to you.66 votes -
Signature cannot be placed until all required fields are completed
Signature cannot be placed until all required fields are completed
6 votes -
Conditional fields
if a recepient selects ACH payment -> then he needs to fill in these fields;
if a recepient selects CC payment -> then he needs to fill in those fieldsradio buttons with conditional logic
354 votes -
35 votes
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When pulling in numbers via the API widget, formatting such as the comma is pulled in as well. Example: $30,000,000 -- showing as $30000000.
When pushing in dollar amounts through CRM tokens (via API widget), only the raw value is pulled and no formatting.
4 votes -
Convert a form to a template
Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?
29 votes -
Ability to select a line item as optional when a column is locked
Abilty to add an optional tick box when the table is restricted e.g. a column (such as the pricing column) is locked
6 votes -
73 votes
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155 votes
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21 votes
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Collect Fiels field to automatially download the attachment
Automatically download the attachments when opening the fiels added to collect files field
21 votes -
Send multiple docs in 1 email / Envelopes / API packages
Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.
329 votes
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