7517 results found
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Review Widget (G2, PeerInsights, Yelp)
Have a content block that allows customers to connect to reviews websites (G2, Gartner PeerInsights, Google, etc), filter by their business and have content dynamically appear in documents according to certain rules (eg. no bad reviews). Something like what this vendor is offering: https://elfsight.com/widgets/
1 vote -
API: generate session ID for Waiting for approval document
Option generate session ID for document in Waiting for approval status
1 vote -
Transfer documents between CRMs - Pipedrive and Hubspot
The option to reconnect/transfer all the PandaDoc documents from the Pipedrive deals to Hubspot deals.
1 vote -
Conditional placeholder value based on CRM value
Conditional placeholder value based on CRM value
- customize placeholder value based on a condition value from CRM3 votes -
Embed signature image in the document
Embed signature image in the document and allow it to be valid on the Signature Certificate.
3 votes -
PandaDoc integration with Copper Mobile App
PandaDoc integration with Copper Mobile App
1 vote -
Edge Browser Signature Verification for Pandadoc PDFs
This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.
Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.
Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.
1 vote -
Maldivian Rufiyaa (MVR) as available currency
The option to choose the Maldivian Rufiyaa (MVR) currency in the PandaDoc pricing table.
1 vote -
Add optional item in pricing table with Zapier
Add optional item in pricing table with Zapier
1 vote -
Allow issuing Forms from API
Currently you can only list forms from the API. But forms should be a first-class citizen just as documents are. At a minimum, a Form link (and unique ID, like a session) should be retrievable via API.
This would increase your bottom line as you charge for >250 forms. It would also greatly facilitate our workflow.
5 votes -
Pull Hubspot rich text fields
pulling rich text field from Hubspot to PandaDoc
11 votes -
2 votes
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1 vote
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Smart content: display product based on variable value (conditional)
Option to show the product in the pricing table if the value in the variable meets the condition (for example, is the value is true, then display the product)
2 votes -
Ability to export a list of CONTACTS who completed a document.
Ability to export a list of CONTACTS who completed a document.
5 votes -
End users can not re-start a form if there’s an existing open document for that form.
Ability to restrict access to form for one e-mail to only once: In the case that a customer forgets that they have already filled out the Form and fills it out again, can we provide some kind of message to show to the customer that the email has already been used to fill out a Form entry?
Prevent a customer from submitting multiple Form entries using the same email address
46 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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Payment required to view the document
Allow a feature to lock the document to a payment. This would require the client to submit a payment before being able to view document.
7 votes -
Inbox, filter by status for documents
Filter documents in Inbox by status
15 votes -
Show all of Card Details
When using the collect Card Details field allow user to see all of the Card Details. Client stated it is misleading to not be able to see all of the card details.
3 votes -
text to voice features for people with disabilities
text to voice features for people with disabilities in Notary
3 votes
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