7435 results found
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Automation: select document creator when using automation to send another document
When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)
6 votes -
Notification with PDF
Have the ability to receive a PDF of the notification to view on mobile.
1 vote -
Second signer is required depending on the rule
Option to set a rule where the second signer is only required if their presence is indicated
1 vote -
not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday
not to override contact info in PandaDoc Contacts when contacts info is passed to PD from Monday
1 vote -
Request for Member Users' Document Visibility in HubSpot
Customer would like to have the ability for the member users to see other documents in HubSpot that was created through PandaDoc
1 vote -
7 votes
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Update info on fields from their templates
Customer would like to post information on the fields from their custom CRM to the templates via API
1 vote -
Catalog - CSV additional settings format
Ability to import a CSV file with comma format on Cost and Prices.
2 votes -
2 votes
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Quote builder: include table header on the each page in PDF
In case PDF page breaks occur on the pages with Quote builder, enable an option include quote builder header on the each page in the downloaded PDF
3 votes -
Mandate Recipient passcode verification
Mandate recipient passcode verification so that we don't have to tick this setting everytime we create a document. "I have this ticked in the workspace settings. But when a document is created, we still need to go in and tick this setting. "
5 votes -
update the auto-snapping feature
The autosnapping is not helpful and actually quite frustrating.
1 vote -
Ability to tag a client within the saved message.
Ability to tag a client within the saved message.
2 votes -
2 votes
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2 votes
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Have a Zapier trigger where it can collect files from a PandaDoc upload files field.
Have a Zapier trigger where it can collect data from a pandadoc upload files field. For example, into a Google Drive.
5 votes -
I-9 employment eligibility template
I-9 employment eligibility template
3 votes -
Required password/verification for users to upload document
System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.
3 votes -
Do not automatically add the recipients in contacts
Do not automatically add the recipients in contacts: The client should have an option whether they want to add the recipients in contacts or not.
4 votes -
1 vote
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