7439 results found
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Streak CRM
integration and automations with Streak CRM
2 votes -
Option for Email Aliases
Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.
15 votes -
Gmail integration: import a non-pdf
import non-PDFs through the Gmail plug-in
1 vote -
Gmail extension: Create documents
I just installed the GMail extension, but it only works if there is a PDF attachment in the email. Could you add a feature to be able to generate documents from the plugin?
1 vote -
Admin to "Create Workspace" not possible
When you are an Admin but not the Super Admin/ Account Owner. The option to + Create Workspace is available. It is deceiving to give false hope that as an admin you can create a Workspace when in reality you can't.
I hope product can place a banner or a notification message saying that only the main Admin Owner can create
2 votes -
Option to let a recipient choose one of the quotes in a document
Option to let a recipient choose the whole quote if there are any in a document
2 votes -
password for downloaded pdf/docx
Will allow the user to set a password on the downloaded completed document
3 votes -
Allow user role changes for invited users.
Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.
1 vote -
Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template.
Do not allow HubSpot to automatically assign recipients associated with the deal to the document if they are not specified in the template
1 vote -
Start document sequence numbering from 0
Start document sequence numbering from 0
1 vote -
Stamp instead of Signature Certificate
Can we have a stamp instead of certificate page. We have to upload signed documents to State website and currently we are uploading along with the certificate. If we can have stamp on the document by signatures with a certificate number on it and if needed in future we can access the certificate with that number, this way we don't have to upload a certificate with each and every document.
3 votes -
Ability to have IT not use a license
We have a new IT firm that will creating users for all of our portal (i.e. PandaDoc) when we have new hires. I want to give them admin access to our account with using any of our open licenses.
3 votes -
Easier way to send reminders
- will allow the user to have the option on manage and action button using the ellipsis
2 votes -
To be able to manually change the document status of Approved documents
To be able to manually change the document status of Approved documents to Declined, Completed, etc
9 votes -
Send documents in Zendesk Support without being redirected to the PandaDoc website
The ability to send documents created via the Zendesk Support integration in the Zendesk view without being redirected to a PandaDoc web window.
1 vote -
Autofill with custom date (more than 365)
Allow more than 365 days to autofill date field
1 vote -
Salesloft Integration to send PD created briefs as part of a marketing cadence
Integration with Salesloft to send PandaDoc created documents as part of a marketing sequence or cadence
2 votes -
Hide Sender's email in Document Notifications
Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.
5 votes -
Pricing table: add a fee only to one line item
Option to add a fee only to one line item and exclude all other items
1 vote -
Conditional signature field: once the customer signed the document, show additional fields
If a customer signs a document, I would like to gain some extra information from this customer. For instance by providing some fields the customer has to fill or select an option before signing (so mandatory). For example I need to know if this customer wants to be billed monthly or annually but only when the customer agrees and signs, so only then I would like an option for the customer to select one of these options. Is it therefore possible to provide some extra pop-up fields eg when the customer clicks on the signing button?
1 vote
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