7544 results found
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Approver will be able to view Fields that is set as required/non-required
A feature that will allow an approver to see the required or non-required fields on the document.
2 votes -
Roles VS Licenses Info
A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform
1 vote -
ability to retrieve previously sent messages when not saved under saved messages feature.
ability to retrieve previously sent messages when not saved under saved messages feature.
1 vote -
Reporting - mobile and desktop usage
Our mgmt would like to see how many of our recipients are opening/completing their docs on mobile or desktop. We'd like to see this data, similarly to how Google Analytics displays that kind of reporting on site visitors.
1 vote -
Salesforce: use custom field in merge rule
Option to use custom fields in merge rules
1 vote -
1 vote
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Integration option for Invoice ASAP
Will allow the user to integrate PD to Invoice ASAP
1 vote -
Map recipient role in Freshsales
Ability to map the recipient role in Freshsales to pull up the information from Freshsales and not from the PandaDoc Contacts only.
1 vote -
categorize shared templates
categorize shared templates
2 votes -
Chat box with signers while conducting a notary session
can you create a chat box where the signers who are in the middle of a notary session can chat with each other in case they have a question or want to let them know some thing important while conducting the notary session
2 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!
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Ability for other user to receive notification of an eForm
Ability for other user to receive notification of an eForm aside from the initiator or publisher
2 votes -
Track document completion based on items that have/have not been completed
The option to track how many documents are yet to be completed, based on the catalog items/option to see that you have x number of items in documents that have not yet been accepted.
2 votes -
upload signature to content library
upload signature to content library so they won't have to upload form local files
2 votes -
HubSpot Activity will show if a video is played on the document, not just if a document has been viewed
- HubSpot Activity will show up if a video is played on the document
1 vote -
4 votes
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HubSpot: Preserve formatting when syncing rich text fields
Customers want rich text formatting from HubSpot fields to be preserved when syncing into PandaDoc. Currently formatting is flattened into plain text, requiring manual cleanup and reducing efficiency.
14 votes -
Copy Smart content Templates between workspace
We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save
36 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Qwilr
Qwilr integration
3 votes -
The ability to use SQL in Forms
I have a requirement to query granular form-filled data. eg. a form is filled and when it is submitted, I need to be able to query a database of the formfill data. So if there is a field on a form such as bloodPressure, I can run an sql query along the lines of:
SELECT bloodPressure from IntakeForm
where formFilledYMD >= <someDateRangeStart>
and formFilledYMD < <someDateRangeFinish>2 votes -
Make fields conditionally (non-) required if previous field is filled out.
Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.
For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.
7 votes
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