6429 results found
-
Advanced Date Validation
Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)
2 votes -
2 votes
-
Recipients sign document prior to viewing documents
Client would like recipients to sign document prior to viewing document as a form of receipt of received document.
A legal way of gaining their acknowledgment of receipt
2 votes -
1 vote
-
change the color of the download button
change the color of the download button for the documents created via API
1 vote -
Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to
Ability to set the "Subtotal" column in the pricing tables as a function where I select what to sum up and what not to
1 vote -
Revinate
We need either a mail merge functionality or integration with Revinate so PandaDoc can automatically pull client details into our templates.
1 vote -
bundling more than 10 documents
ability to bundle more than ten documents together
37 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
-
upload document from email to pandadoc
eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc
5 votes -
1 vote
-
Reset Conditional Fields when document is edited
Reset the value of the Conditional Fields and the fields linked to them to blank once a document is edited.
1 vote -
1 vote
-
Auto-populate contact roles from Dynamics
Auto-populate contact from the dynamics when creating a document (as it works in SF).
1 vote -
1 vote
-
9 votes
-
[Quote Builder]: The option to set up different Recipient View Settings for the product items as a Default setting
We have Recipient View Settings for each item in Quote Builder set by default as Edit Quantity/Optional item - toggle off, Pre-select item for recipient - toggle on.
The client would like to have the option to set up different Recipient View Settings as a default setting for the Quote Builder, for example, Edit Quantity/Optional item - toggles on, Pre-select item for recipient - toggle off. So they wouldn't have to set up those setting every time for the product item that they will be adding to their Quote Builder.
3 votes -
Hidden Variables: use on documents for internal integration usage, yet be hidden from signers.
Be able to have "hidden variables" to be able to use on documents for internal integration usage, yet be hidden from signers.
12 votes -
Send the document in HubSpot via SMS
Send the document in HubSpot via SMS
1 vote -
1 vote
-
copy and paste the tables and pricing tables from PandaDoc to a word/excel files
copy and paste the tables and pricing tables from PandaDoc to a word/excel files without downloading the PandaDoc document as a word file.
8 votes
- Don't see your idea?