7438 results found
-
Smart content: more than one rule
Smart content: more than one rule, for example, "AND" conditional rule
27 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!
-
Download 2 separate PDFs
I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files
1 vote -
ACH payment flow for Instant Verification
To have an ACH payment flow (recipient guide) for instant Verification
4 votes -
Ability to set up recurring payments on template level without using product catalog
Ability to use recurring payments on template level (so all documents will inherit that recurring payments setting) without using product catalog
1 vote -
Check box
Ability to add a checkbox without the need to assigning a role.
1 vote -
Option to manually notify the sender of document completion
Would like the option for the recipient to manually notify the sender of document completion.
2 votes -
(API) Add option to CREATE that allows for auto SEND
In the CREATE api, add an option to auto SEND document, after it is created. By default, the option would be false to be backwards compatible with current functionality
2 votes -
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
-
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
-
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 -
Customize footer page numbers, font size, font color and margins and padding
Customize footer page numbers, font size, font color and margins and padding
78 votesHi there! Thank you for submitting your idea.  Unfortunately, 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!
-
[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
- Don't see your idea?