7438 results found
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A Collaborator with Approver Access
Client would like a person in the approval group to be able to suggest edits, but still be able to approve the document at the end of the workflow. Current if you're a collaborator you're unable to also approve a document. Instead of listing the same email for collaborator and approval group (and more importantly to eliminate the approval email that goes out) the client would like the collaborator to be able to suggest edits and then approve the document on the spot without further next steps post suggesting edits.
2 votes -
Date field - calendar settings customization
The ability to set the properties for the calendar (which shows when we want to choose a date in the date field) so that all Holiday Days are non-choosable.
2 votes -
Anonymous Surveys (Form replies)
Anonymous surveys - company's trying to do an anonymous employee survey. We need to make sure that the respondents' identities are not tracked. Currently Pandadoc doesn't offer this functionality.
9 votes -
Ability to turn off reminder even the document was already sent.
Ability to turn off reminder even the document was already sent.
1 vote -
SmartSuite
SmartSuite integration.
3 votes -
Add videos in tables
The option to add videos within the table cells.
1 vote -
5 votes
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View-only form: only create a sequenced form (document) if the client signs the form
Disable creation of documents when a form is only used for viewing.
8 votes -
Check box additional settings
Even though field was not required signers should not be able to complete the document.
1 vote -
Disable Request review notification
Disable Request review notification
1 vote -
1 vote
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Preview collected files
We ask customers and our team to submit photos onto documents and having an image preview instead of the file name would be extremely helpful
2 votes -
Abillity to have an auto reply within proposal/documents
Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.
1 vote -
CRM Stripe PandaDoc End to End Integration / Transfer Quote IDs and Opportunity IDs from Salesforce to Stripe
Would like the Ability to pump some Quote ID's and Opportunity ID's from Salesforce for PD send to Stripe. The goal is to use Salesforce to send out a deposit request through PD and take payment using stripe, and at the same time ensure we are able to track the id’s so we can set up automations with the CRM.
3 votes -
2 votes
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Download specific pages of a document
Be able to download a completed document's specific pages, to share separately.
18 votes -
Drag & drop Variables
The variables could also have the option to be placed with drag & drop as content blocks are.
5 votes -
Status between waiting for payment and Paid
Add additional status in between Waiting for payment and Paid such as Payment Submitted"
3 votes -
45 votes
Hi. 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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1 vote
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