2929 results found
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Branding for Forms
Be able to customize branding for forms (for example change color of button "review document" )
35 votes -
1 vote
Hi. 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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Currency validation field
Having currency as one of the options for the field validation (email, phone number, social, etc.)
10 votesValeryia Baranava responded
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Sort Product Catalog by importance
Ability to sort the product catalog based on most used or most important items
2 votesValeryia Baranava responded
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Receive responses to whitelabeled email
Ability to receive responses to sent emails from PandaDoc that are whitelabeled
3 votesValeryia Baranava responded
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Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
6 votesValeryia Baranava responded
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Notifications for the "collaborator"
When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.
14 votesValeryia Baranava responded
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removing recipient's name as sender for forms
Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.
Exact wording from customer:
So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…
7 votesValeryia Baranava responded
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Archive documents
Archive documents
59 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]
option to send completed documents to a specific email address automatically
60 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Generate signature certificate even if the document is not completed by all recipients
Generate signature certificate even if the document is not completed by all recipients
40 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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2 votes
Valeryia Baranava responded
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8 votes
Valeryia Baranava responded
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QR Code (or barcode) on form instead of link
Ability to use QR code instead of link for forms
15 votesValeryia Baranava responded
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1 vote
Hi. 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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Select a template automatically salesforce
Choose the PandaDoc template automatically based on salesforce field value or salesforce product
21 votes -
Disable collaborator button.
Give option for admins to disable the collaborator button.
15 votesValeryia Baranava responded
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Ability to create a batch of documents on the fly while creating a document through HubSpot.
Ability to create a batch of documents on the fly while creating a document through HubSpot.
2 votesValeryia Baranava responded
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2 votes
Valeryia Baranava responded
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Quickbooks Enterprise Desktop Support
Able to support desktop version of Quickbooks
3 votesValeryia Baranava responded
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