5401 results found
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Option to hide "resolved suggestions" in sent status
Use case: signer 2 is not able to see suggestions made by signer 1
Pain Point: solves for internal review case (internal signer would be signer 1, external signer would be signer 2).3 votesValeryia Baranava responded
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Multi-stage Approval Workflow for Approver Group
Approver A approves the document, only then it goes to Approver B for the final approval
7 votes -
Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place
Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well
5 votes -
10 votes
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webhook trigger for completed and expired documents
To be able to separate the webhook trigger for completed and expired documents.
10 votes -
Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objec
Ability to set an automation that will pre-select certain templates depending on the information that certain fields within Salesforce objects are populated with.
3 votes -
Improve Variable Input
It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.
3 votes -
Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
20 votes -
Clear Signature and notify sender if recipient verification code was not entered correctly after the 3 attempts
If the Recipient did not enter the verification code correctly after 3 times, the signature field should be cleared. The recipient should have to resign the document again. The sender should also be notified that the code was not entered correctly.
2 votes -
2 votes
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Document Bundling - completed document triggers bundle send to same recipient(s)
Would like the capability for a bundle to be sent upon a signed NDA.
Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.5 votes -
Display all recipients to each recipient
I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.
About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the…
5 votes -
Lock content blocks in place: lock 🔐 position without locking restrict editing
Ability to lock 🔐 block position without locking restrict editing
23 votesLindsey Schocke responded
The ability to lock content blocks without restricting editing is still needed. Reopening feature request.
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Lock down / restrict document editing after approval
Once a document is approved, lock down ability to edit the document before sending to the client.
Approval is to confirm finalization of the terms on the contract for the client.2 votes -
Documents created from a form should go to a root / general document list without a folder
documents created from a form should go to a root fonder (instead of the specific folder)
1 vote -
payment option using Authorize.net to delay based on a value in Salesforce
payment option using Authorize.net to delay based on a value in Salesforce
1 vote -
ability to sign for a user and break in when a document/ signature is forwarded
ability to sign for a user and break in when a document/ signature is forwarded to another recipient
1 vote -
GET Documents by Sequence Number
Currently in Zapier and in the API documentation it says you can find documents via Sequence Numbers, but this is not the case. It would be incredibly useful to GET documents via API with a unique identifier such as Sequence Numbers. This way we can make a connection between Apps to find PandaDoc documents and associate them to other apps via automations.
3 votes -
Ability to change the red color of the 'Signer' next to the recipient email in the recipient list.
When a signer is assigned fields in a document, in the recipients list that recipient changes from the grey 'CC' to a red 'Signer'. Looking for the ability to change the color and use multiple colors there.
4 votes -
Mollie / Stripe with iDeal
Hello! I'd love to have an integration with iDeal/Bancontact for payments with my customers from Holland and Belgium. I am using Mollie right now and i saw that Stripe supports iDeal too. Maybe you guys could integrate one of them so customers from the Netherlands can do payments too. I'm sorry to say but no one here uses creditcards for these kind of payments. Thanks in advance, and i hope to see the integration soon!
14 votes
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