7439 results found
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Toggle download option for recipients on sent documents
The ability to toggle document download option for recipients even after the document has been sent.
1 vote -
1 vote
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the Signature string Word feature to convert this signature into a PandaDoc document
the Signature string Word feature to convert this signature into a PandaDoc document
1 vote -
Variable questionnaire
The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields
1 voteHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below!
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Folder with files uploaded to a document
Option to have a folder you can see all files uploaded to a document
1 vote -
1 vote
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pre-select item in quotes and lock it so that the customers won't be able to edit it
Pre-select the product for the client in quotes and lock it so that they cannot edit it.
2 votes -
Ability to delete recipient uploaded content via Collect Files Field
The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.
1 vote -
Copy/paste Smart Content from one template to another
Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.
1 vote -
2FA via email
Send code via email instead of using an authenticator app
1 vote -
Email notification of signer includes the name or email of whomever completed
Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.
8 votes -
Show a document status on the downloaded PDF
Show a document status on the downloaded PDF
4 votes -
2 votes
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Guest have admin role
Have the ability to have guests with admin roles. Such as an IT account that will not create documents
4 votes -
1 vote
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Form with Optional Second Signer
Here is a use case for a form with an optional second signer.
Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.
5 votes -
Mass update the setting for the expiration notification
Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually
1 vote -
Catalog Changes Audit Trail
I would like a way to determine who deleted a catalog item from our workspace. An audit log would be great to see what changes were made.
3 votes -
Click Up CRM for automation
It would be wonderful if click-up were a CRM automation possibility.
2 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.
11 votes
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