7361 results found
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Ability to use both passcode & sms verification at the same time on a document
Ability to use both passcode & sms verification at the same time on a document
1 vote -
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 -
Re-open suggestions
The option to re-open approved/rejected suggestions, like with comments.
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 -
Ability to choose pricing recurring billing period from annually to 2 years or more.
Ability to choose pricing recurring billing period from annually to 2 years or more.
3 votes -
3 votes
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Log emails sent from PandaDoc in Salesforce
When sending out a PandaDoc, it would be nice to have the email message logged in SalesForce so reps can track all docs that have been sent for each opportunity and the messages that were sent out with the docs.
3 votes -
verify and change name for the signatory, if misspelled. (on a sent document)
In case the document was sent with an incorrect contact information (first name or last name of the signatory), the signatory needs to have an option to verify their first and last name when they receive the document and be able to change it before signing the document, in case of a typo.
2 votes -
[API] call that will allow customizing the recipient's view
[API] call that will allow customizing the recipient's view.
For example, change the color of button "Start signing".4 votes -
API & QES: Add QES toggle as input parameter to the SEND endpoint
The QES toggle is available interactively, from the "DOCUMENT SEND" UI. To support similar, API-based use cases, add a QES toggle as input parameter to the SEND endpoint
5 votes -
Remove HTML tags n SalesForce
Would like to have a PD option to remove HTML tags across the variables in SalesForce.
1 vote -
Ability to acquire Canva file with videos
When uploading a Canva file that has video. The video should be adapted and can be playable in PandaDoc
1 vote -
Assign permissions for users to be able to share templates across workspaces
Assign permissions to share templates
1 vote -
Smart content: more than one rule
Smart content: more than one rule, for example, "AND" conditional rule
26 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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Increase the number of characters for catalog item name
Catalog item names restricted to 120 characters
3 votes -
Create Approver filter in the document list
Create an Approver filter in the document list
1 vote -
Display the email of the secondary form recipient
Display the email of the secondary form recipient for the published form under the form roles.
1 vote -
Navigation Pane [same as Proposify]
- feature that will allow the user and signer to access pages quickly through out th proposal
1 vote
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