5360 results found
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Change document status to Approved via API
The option to change the document status from "document.waiting_approval" to "document.approved" via the API, when the approval workflow is enabled.
3 votes -
Bulk edit variables through google sheet
bulk way to fill in variables from a Google Sheet
3 votes -
Additional Functionalities in Inbox
Additional functionalities in the inbox section like moving the received items to a different location
4 votes -
password expiration for users (prompt to make a new one)
password expiration for users
3 votes -
Have Signature Certificate separated from the document and sent as a separate document / email.
Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document
7 votesLindsey Schocke responded
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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! -
Stamp auto-population
Ability for the saved stamp on the account to auto-populate on stamp field when a template has been used for document creation.
2 votes -
Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
17 votes -
Export metadata of a document
Export metadata of a document (signer, date, name, variables from the document, etc)
7 votes -
1 vote
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1 vote
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obtain all content blocks and fillable fields from a template and pull it up to another template, via API
obtain all content blocks and fillable fields from a template and pull it up to another template, via API
4 votes -
Conditional fields: 'Hide these fields' option along with 'Show these fields'
The customer is using conditional fields and they would like to have the option 'Hide these fields' when they create a conditional rule.
At the moment we have the following parameters:
When Checkbox1 is checked
Then 'Show these fields'However, the customer would like to have another option - 'Hide these fields'.
23 votesValeryia Baranava responded
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Multiple selection for radio buttons: Enable multiple optional items in Radio Buttons to be able to choose as many options as needed
To have the radio button field to have multiple optional item like the pricing table sections.
37 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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Upload a signed PDF and PandaDoc will automatically sync it to the sent document.
Upload a signed PDF and PandaDoc will automatically sync it to the sent document.
2 votes -
Option for pop-up before deleting completed document
Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.
8 votes -
5 votes
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Improve PandaDoc performance with other browsers
Improved PandaDoc performance and better integration with other browsers - mainly the Edge Browser.
3 votes -
[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.
3 votes -
Approval before completing the document
We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.
1 vote
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