5383 results found
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Bullet Points Span on Separate Pages
Have the ability to have the paragraph bullet points span multiple pages
2 votesLindsey Schocke responded
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Product Catalog - Ability to modify ElastiSearch
Ability to modify Elastisearch especially if missed the first 2 starting characters wherein the system is not looking it up.
1 vote -
Do suggestions via and turn on suggest edits through the API automatically
Do suggestions and turn on suggest edits through the API automatically
3 votes -
Form Capability - Drop down menu for recipient options
when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?
1 vote -
the possibility to choose what should be added to the total in quote builder
the possibility to choose what should be added total in quote builder
1 vote -
Customize footer page numbers, font size, font color and margins and padding
Customize footer page numbers, font size, font color and margins and padding
82 votesHi there! Thank you for submitting your idea. Unfortunately, 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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Notification of document being viewed after document completion
Goal: With the focus on retention, it's more valuable than ever to know whether a customer/client is considering cancelling/ending the contract. One strong indicator of that is if they view the pandadoc weeks/months after signing it.
Solution: Create a trigger within zapier or make.com when a document is viewed with the ability to filter for documents that have been completed by all participants. This will allow the document creator to be a step ahead in terms of knowing whether a client/customer may be considering ending the contract.
2 votesLindsey Schocke responded
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Automation for version History
- Will allow the user to have automation on version history
3 votes -
Include template name in the audit trail
It would be good if the template name that was used could be included in the audit trail
1 vote -
Mass Import Users via CSV
Have the ability to import new Users via a CSV
2 votesLindsey Schocke responded
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stop receiving email updates when people joins pandadoc
receiving email updates when people in my company joins panda doc
2 votesLindsey Schocke responded
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Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients
Add triggers to Zapier to inform when the document is completed by every signer not just only when it is completed by all the recipients
5 votes -
ACH payment flow for Instant Verification
To have an ACH payment flow (recipient guide) for instant Verification
4 votes -
Ability to set up recurring payments on template level without using product catalog
Ability to use recurring payments on template level (so all documents will inherit that recurring payments setting) without using product catalog
1 vote -
Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
5 votes -
Option to manually notify the sender of document completion
Would like the option for the recipient to manually notify the sender of document completion.
2 votesLindsey Schocke responded
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1 vote
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Ability to set up data merge for documents in Zapier.
Ability to set up data merge for documents in Zapier.
1 vote -
Limit the list of domains via API
Limit the list of domains from which API requests are being sent
1 vote -
Generate PDF from Salesforce Flow or Trigger
The option to generate the PDF from Salesforce Flow or Trigger without going through the PandaDoc UI component.
1 vote
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