5383 results found
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Ability to enable silent flag in Zoho (Notifications)
Ability to enable silent flag in Zoho (Notifications)
1 voteLindsey Schocke responded
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Allow for a warning message prior to sending when a request for payment is needed but no payment setting turned on.
We are seeing some issues with people sending payment requests with no Payment setting turned on.
Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”
1 vote -
Download the PDF with the fields reflecting who they're assigned to.
Download the PDF with the assignee information beside the fillable fields
4 votes -
Expiration date: sales contract, should have option to default set at months end or just a few days before
When sending out an contract you now have the option to select nummer of days valid.
more logical would be a good list like
[ ] days before end of month
[ ] days before end of next month
[ ] days before end of this quarterOr more simple
end of this month
end of next month
this quarter
next quarter2 votes -
Expand the properties of fields available to the API: make fields required / non-required via API
Allow setting of required/not-required or assign owner of a field on document create.
13 votesValeryia Baranava responded
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Automatic notification to manager when a rep's document has been signed.
Ability to automate CC feature. Use case example -- automatically notify a manager when their rep has a document that has been signed.
2 votes -
See document value for specific tag
Ability to customize Dashboard to see the total value of specific documents
6 votes -
Pass fields formatting of Rich Text Fields from Salesforce to PandaDoc and have markdown or HTML inside of a variable
Salesforce Rich Text Fields format copying
I want to be able to preserve the formatting of Rich Text Fields when sending them from Salesforce CRM to a PandaDoc template please. At the very least, I want to preserve line breaks!
65 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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[Quote Builder]: Column mapping in the quote builder
The option to set up column mapping in the quote builder - similarly to pricing table.
1 vote -
Archive Contacts
Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.
5 votes -
Attach a File on the Send via Email Window to the Email Notification
Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.
4 votes -
'Search Bar' in move documents
There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.
6 votes -
Disallow Recipients To Delete Attachments
Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.
Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.
Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document
1 vote -
Ability to collect form data and map to Google Sheets
It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information,check the link below:
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Approval after resolved suggestions
Option to send a document for approval after all suggestions from the recipient were resolved
3 votes -
Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues.
Prevent variables from moving once filled with data to avoid alignment issues.
6 votes -
2 votes
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1 vote
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The Signing order should be set on Bundling feature.
Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.
10 votes -
Delete attached file that was upload via manual status change
Ability to delete the attached file from Audit Trail that was uploaded via manual status change
2 votes
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