7365 results found

1. Fields in the webhook response to appear in the alphabetical order

   Fields in the webhook response to appear in the alphabetical order. At the moment they are listed randomly.

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2. Send reminders only when document is in Sent status, not Viewed

   Have the option to only send reminders when document is in sent status, and stop when the recipient opens it for the first time.

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3. Check Box in PandaDoc based on Salesforce Selection

   Check box in PandaDoc based on selection in CRM (custom property from dropdown in Salesforce)

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4. Shared Template Document Sequencing: Document auto-numbering in a second workspace works with a shared template from first workspace

   Document sequencing in a second workspace works with a shared template from first workspace

   3 votes

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   0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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5. More notification options in Slack
   15 votes

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   Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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6. Document.Value is calculated from a template rather than individual documents

   Document.Value is calculated from a template rather than individual documents

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Ability to add comments to Audit trail

   Ability to add comments to Audit trail

   2 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. option for recipient to save the signed document to their own PandaDoc account

   option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

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9. Edit the email of the sent document then auto resend it after it was changed

   Edit the email of the sent document then auto resend it after it was changed

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   0 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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10. Bundle document in Salesforce PandaDoc module

    Ability to click on the "+ Document" option in Salesforce's PD module

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    2 votes

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11. ability to show/hide one of the descriptions based on a language property in HubSpot

    ability to show/hide one of the descriptions based on a language property in HubSpot

    https://pandadoc.zendesk.com/agent/tickets/480858

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    0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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12. Export document's recipient analytics
    12 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Stax

    Integration with Stax payment gateway

    7 votes

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    1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. Option to filter documents without tags
    2 votes

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    0 comments  ·  Usability Improvements  ·  Delete…  ·  Admin →
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15. Add Shared with me folder for Templates to mobile app

    Add the Templates > 'Shared with me' folder to the mobile app. As many of the master templates for an enterprise are shared from another folder, it makes sense to be able to access these from the app.

    8 votes

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    0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Allow first signer to add another recipient on the document to sign
    6 votes

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    1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Allow collaborator's to add/create documents to a "shared with me" folder
    7 votes

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    1 comment  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Ability to sort activity column to see "awaiting signatures"

    provide a way to SORT the activity column

    1 vote

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    0 comments  ·  Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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19. allow duplicate recipients in bulk send
    2 votes

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    0 comments  ·  Esign & Notary  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    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!

20. Option to have documents downloaded to other sources
    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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