6438 results found
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27 votes
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Attach a completed document to a new one: link documents conditionally
Completed document being sent to a placeholder of a new document
10 votesHello Ksenia,
This is Valeryia from the PandaDoc Product team! Thank you for your feature request regarding Completed document being sent to a placeholder of a new document! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for our customer? This would really help our team to prioritize the feature request if you could provide us with a couple of details on this.
We appreciate your time and looking forward to hearing back from you!
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2 votes
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Option to filter documents by integration linked / not linked status
Option to filter documents that is not linked to an Integration.
-will allow the user to filter document that is not linke with Salesforce, HubSpot etc.
6 votes -
salesforce document title
Ability to set the document title of a newly created document from info in Salesforce
14 votes -
Option to sync Hubspot Deal amount to Document value without the use of pricing table
Option to sync Deal amount to Document value with out the use of pricing table
4 votes -
Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate
ability to disable Signature Certificate for completed documents
153 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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instead of having all the forms attached to one it would be separate
I have a question. I need to put a packet together for employees but i was wondering is there a way i can do it on here like instead of having all the forms attached to one it would be separate if you get what i mean
So you do not want to have them all within one document but attached somehow to send them altogether?
yes like one doc is the handbook to sign then another doc is the w9 but not in the same doc but in the same package that will be sent
Like a on boarding…2 votes -
Add the ability to turn on/off the hovering "required" or "optional" field on the client's end.
It is intrusive to have the "optional" and "required" words pop up with each field when filling out a document. Would be nice to have the option to turn this off.
1 vote -
Signature Certificate: Hide or Remove Information from signature certificate
Ability to hide or remove parts of the signature certificate.
Including:
Signer's email address
Dates
Timestamp
Location
IP address
PandaDoc promotional message70 votesHi. 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! -
1 vote
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If the same user is being a part of multiple approvers groups on a single document, notifications should be sent separately for each group
If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.
1 vote -
Default Text Box / Blocks size
Ability to see the width of a given box and than adjust the others until they are the same width
4 votes -
2 votes
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PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
PandaDoc reporting within an iFrame in Salesforce integration (single pane of glass - shorten tech stack)
Goal: reduce applications for users to log into. View PandaDoc reporting within iFrame in Salesforce.3 votes -
Auto-Capitalization Option
Auto-Capitalization Option
- will auto capitalize words on the document
2 votes -
Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.
Option to set document sequence numbers to be randomly generated rather than follow the sequence order.
4 votes -
Rounded pricing table design and not just plain box
customer wants rounded table design and not just plain box
4 votes -
Customize Forms Pop-Up message: Option to edit the message from the Form wizard.
Customize the Forms pop-up message that is visible when accessing a form from a website.
94 votesHi. 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! -
3 votes
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